✅ Final Thoughts Friday for 2025-09-12
Oracle's big Twinkie
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I think the biggest story this week was Oracle's $300B win.
Techmeme: Sources: OpenAI signs a contract with Oracle to purchase $300B in computing power over roughly five years, requiring 4.5 gigawatts of capacity, starting in 2027 (Berber Jin/Wall Street Journal)
By Berber Jin / Wall Street Journal. View the full context on Techmeme.
That's a lot of power. Twinkie for scale.
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