Open AI and meta are not hyper-scalers. They might have their own datacenters but they don’t have the scale that AWS/Azure/GCP/Oracel have, so they contract with them to get more GPU’s to fine tune and train models.

---

You're on point. No one wants to use that Oracle cloud crap. It's AWS, Azure, and GCP. Oracle has like 3% global market share. AWS + Azure + GCP = 63% [https://www.visualcapitalist.com/the-worlds-largest-cloud-providers-ranked-by-market-share/](https://www.visualcapitalist.com/the-worlds-largest-cloud-providers-ranked-by-market-share/)

---

it's trading as a proxy of OpenAI. They do not have the cash to fund the CapEx nor does OpenAI have the money to fulfill the 5 year deal. It's a total sham that will be exposed once OpenAI needs to re-raise money. Keep in mind OpenAI also signed deals with GCP and Coreweave.

---

$GOOG Cloud disclosed bookings are growing faster than sales, w/ $106B bookings and $58B to be recognized into revenue in next 2 yrs; highlights continued GCP share gains and growth acceleration, which have been key drivers for the stock

---

AsiC are growing Tranium for aws Tpu for Gcp

---

AWS/Azure/GCP: No softening in AI-led demand, outlooks remain upbeat, GCP/AWS competition seems more pronounced.

---

$GOOGL $AMZN NEWS AWS/Azure/GCP: No softening in AI-led demand, outlooks remain upbeat, GCP/AWS competition seems more pronounced.

---

Thomas kurian you MINIORITY HIRE GOAT PLEASE SAVE $GOOGL CLOUD GCP PLEASE

---

Oracle cloud killed it, so Amazon (AWS), Google (GCP), and Microsoft (MSFT) take a little morning dip. That's my take at any rate, don't see any other reason for these stocks to drop, all the more so when other wing of AI play (semis) are pumping.

---

Who knew oci can beat aws, gcp, and Azure? Wtf is happening yesterday nbis today orcl. While banks like gs, jpm saying Ai play is dead.

---