Who Loses If Spend Shifts?
8:16–9:18 · 62s
Anurag Rana explains why any OpenAI pullback would likely hit Oracle hardest, with capacity backfilled elsewhere and AWS newly in the picture.
8:16–9:18 · 62s
Anurag Rana explains why any OpenAI pullback would likely hit Oracle hardest, with capacity backfilled elsewhere and AWS newly in the picture.
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