Microsoft is winding down Oracle deal to rent AI cloud capacity
brazukadev
88 points
17 comments
November 06, 2026
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Discussion Highlights (2 comments)
tonoto
Ouch, investment in GPU isn't a one off, you also need to invest newer generations (that naturally comes with a bigger price tag) to attract customers long term. How will this business ever become profitable before the bubble bursts?
neural_thing
This is a nothingburger. Microsoft declining to renew a deal for 2023 A100s that power Bing because they want newer chips in house. Oracle can re-rent them at spot at a higher price anyway. Apparently a lot of market participants are too scared to be able to read today.