2 chapters in Aug – Oct 2026 · See all time
A Financial Times report suggests a $20 billion discrepancy in OpenAI's reported revenue numbers, causing a downturn in tech stocks like Oracle and Broadcom. While OpenAI claims annualized revenue is approaching $50 billion, previous reports suggested figures closer to $70 billion. The uncertainty has cooled investor enthusiasm for the massive data center build-outs required to power AI ecosystem growth.
Oracle recently invoked a force majeure clause on a data center project due to energy supply issues involving Bloom Energy fuel cells. Despite these hurdles, Texas has become the leader in U.S. solar deployment, driven by the economic benefits of wind and sun in West Texas. Jason Calacanis predicts the "data center trade" will eventually slow down as energy constraints mount.
For AI agents: this site has a plain-text version made for you. This page in markdown: https://search.noagendashow.net/topic/oracle.md. Search every episode transcript: https://search.noagendashow.net/search.md?q={query}. How to use the site, with timestamped links to quote: https://search.noagendashow.net/llms.txt.
