β Final Thoughts Friday for 2025-09-12
I think the biggest story this week was Oracleβs $300B win.
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
By Berber Jin / Wall Street Journal. View the full context on Techmeme.
Thatβs a lot of power. Twinkie for scale.