Larry Ellison outlined how Oracle is fusing AI, power, and data into one global infrastructure strategy. These 19 takeaways reveal where the next $1T of data center investment and risk will emerge.
Hey, great read as always; your point about electricity becoming the new constraint for AI training really got me thinking, it's both exciting and a bit unsetteling how much power these "AI brains" will consume.
Whoever controls the energy controls the intelligence.
Hey, great read as always; your point about electricity becoming the new constraint for AI training really got me thinking, it's both exciting and a bit unsetteling how much power these "AI brains" will consume.
Fascinating breakdown.
I’ve noticed the same principle in creative systems too. Control of inputs decides long-term leverage.
Whether it’s power and data or clarity and process, whoever masters flow wins.
Of course he didn't tell us how the data centers violate fundamental human rights and hurt the environment! https://outlawedbyjp.substack.com/s/a-primer-on-data-centers-and-the
https://substack.com/@brutusmac/note/c-167771552?r=6aexdu&utm_medium=ios&utm_source=notes-share-action