The ai bubble argument just hit a utilization number. oracle's gpu fleet ran at 97.9% capacity in…
the ai bubble argument just hit a utilization number. oracle's gpu fleet ran at 97.9% capacity in the latest quarter, reported september 15, while its ai cloud backlog swelled to 664 billion dollars. the overcapacity story is losing to the booking story.
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The air is now being asked to keep its own ledger
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