Are they building something useful or did Larry just snag a bunch of GPUs, flip the gpu time for good money, and extrapolate mega exponential growth in his guidance?
TL;DR NVIDIA didn't want to have customers be overly concentrated in the 3 already established cloud providers (GCP/Azure/AWS), so reserved kit for others. Oracle won out for essentially being a distant fourth (if even that? Their accountants make Oracle cloud look much larger than it is).
This is every hopium "Stock in Thing You Don't Like Plummeting" article where it's the tiniest little dip at the top of a peak that makes Everest jealous once you zoom out.
