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Open original source ↗Exactly
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What you see here is $MSFT tranferring risk to other players. It isn’t renting capacity just from neo-clouds, it’s renting from $ORCL too. So, all the analyses you see about the competitive advantages of these companies are BS. All will sell as long as there is demand and hyperscalers want to respond to the demand without taking much long-term risk.
oguzerkan ↗