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Bloodbath at Oracle?
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Date: January 27th, 2026 12:24 AM Author: Gregory Bovino They are saying they went deep into data centers they can't afford anymore. Hope they go tits up. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49622629) |
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Date: January 27th, 2026 7:45 AM Author: Fucking Fuckface Larry Ellison, broken and homeless, warming himself over the fetid fire flickering inside a rusted out barrel would be an all-time great outcome (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49622821) |
Date: January 27th, 2026 12:26 AM Author: Gregory Bovino https://archive.is/WfUfe#selection-1953.0-1960 (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49622633) |
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Date: January 27th, 2026 12:28 AM Author: Gregory Bovino Oh fuck what does this sound like?
Initial players in large syndication deals often seek to sell off portions of their loan commitments to other players, including other banks and institutional investors. But the sale of these positions, which is done to reap quick profits and lower exposure, has become trickier in the case of Stargate. Two bankers and a financing executive who are familiar with the syndication market said that the rising perception of risk around Stargate meant that lenders now wanted higher yields to lend to it. That has placed recent Stargate syndicators in a position where they can no longer profitably sell off debt that was arranged at tighter spreads just a few months ago. |
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Date: January 27th, 2026 10:04 AM Author: Yummy Phase Pol Pot Just a chill $500 BILLION IN CASH needed to build out the "Stargate" data centers. That's 10x what OpenAI is seeking in its latest funding round (reportedly.) All for something with no path to profitability.
The same goes for "Data Centers in Space." The energy publication Doomberg had an amazing write-up about the insane futility of the idea.
At this point I believe that everything is in service of perpetuating the debt bubble. It is completely insane.
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Date: January 27th, 2026 10:06 AM Author: OYT and the Indie Reprieve ( ) (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623011) |
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Date: January 27th, 2026 10:07 AM Author: normie as hell and not online at all (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623013) |
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Date: January 27th, 2026 10:16 AM Author: UhOh the really bad news is you know trump will push for a bailout in the interests of national security/winning the AI race.
also sick that ellison knows that, which is why he jumped head long into it. this thing is tbtf so he's protected on the downside and he reaps all the benefits if it works. |
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Date: January 27th, 2026 10:20 AM Author: Yummy Phase Pol Pot I agree with you, but wonder if it'll even be feasible. Though I also think this could play out for a while still. There are many false promises yet to be made by industry participants. And plenty of sycophants across the board ready to cheer on each and every one of them.
Maybe I'm just retarded, but I also have yet to see someone adequately explain what "winning the AI race" even means. |
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Date: January 27th, 2026 10:22 AM Author: OYT and the Indie Reprieve ( ) all of the rhetoric around "AI" is utterly nonsensical and retarded. the only people making any sense are the ones discussing the ethics of trying to create an artificial consciousness. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623046) |
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Date: January 27th, 2026 10:22 AM Author: UhOh it doesn't even matter, it sounds nationalistic and existential. it's like going to the moon, who fucking cares? turns out everyone. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623048) |
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Date: January 27th, 2026 12:28 PM Author: goy orbison (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623436) |
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Date: January 27th, 2026 10:08 AM Author: normie as hell and not online at all 1 fucking 80 hope these frauds crash and burn hard (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623014) |
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Date: January 27th, 2026 12:27 PM Author: Gregory Bovino TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals.
https://x.com/i/status/2015968336669245688 |
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Date: January 27th, 2026 12:28 PM Author: goy orbison God I want a recession so bad, bring it on. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623438) |
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Date: January 27th, 2026 12:31 PM Author: .;:..;:.;.:.;.,,,..,.:,.;....;,;;;..;,..,,.,,...., Nope. ORCL is too entrenched in the AI ecosystem https://x.com/stocksavvyshay/status/2007435162787950933?s=61 |
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Date: January 27th, 2026 12:34 PM Author: Gregory Bovino He doesn't even mention Oracle. There's been a concerted effort to downplay their role in this. When Trump came into office Ellison was talking like he just learned about AI yesterday. There's just something REALLY scummy about everything he touches since like 1991 (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623465) |
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Date: January 27th, 2026 12:35 PM Author: goy orbison Btw I have been using oracle cloud for like 6-7 years now and it is so much worse than google cloud and aws you would not believe it (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623473) |
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Date: January 27th, 2026 12:47 PM Author: .,.,.,.,.,...,.,,.,,.....,.,..,.,,...,.,.,,...,. lol prole tell (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2\u0026mark_id=5310486#49623549) |