This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates,saw a more-than-39% single day bump in its stock, leading a massive market rally. Why? Because it said its remaining performance obligations — contracts signed that its customers yet to pay —| Ed Zitron's Where's Your Ed At
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that| Ed Zitron's Where's Your Ed At
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