What Meta, Oracle moves say about data center economics

Hyperscalers continue to invest astronomical amounts in data infrastructure for AI workloads, even as they concede that the massive projects may not pan out as planned. Oracle, for instance, detailed in its latest 10-K report to the US Securities and Exchange Commission (SEC) all of the ways that these investments could be adversely impacted, potentially making the projects more expensive and extending build-out times. And Meta, as well as building infrastructure, is purportedly planning to crea