Showing posts from ORCL tag
Inference Deflation Meets a $20bn Revenue Haircut
OpenAI marking its own annualised revenue down to about $50bn from a prior $70bn estimate is the day's only hard number, and it lands mid-price-war. Anthropic's …
Oracle borrows to buy silicon while token prices keep falling
The only story with balance-sheet consequences today is Oracle and Broadcom pursuing large-scale debt financing to fund AI-chip purchases - the revenue lands on …
CPU scarcity and the fat middle of AI demand
The interesting story today is not another model launch but the supply side: CPUs are suddenly the scarce resource in the cloud, and Oracle's Jupiter force …
Prompt caching becomes the margin story as agents eat tokens
Datadog's disclosure that 69% of input tokens are system prompts, paired with new prompt caching for Anthropic and OpenAI models, turns inference economics from …