We ask why Oracle is struggling so much with their modest cloud infrastructure build-outs. Will building 747 hangars actually help?

This post includes the biennial landing of the joke about Oracle’s CAPEX being indistinguishable from the x-axis. And we explore the Laws of Clownodynamics.

Absolutely brutal

Clown Week bringing back the memories!

Clown Week has finally arrived!

andres freund: genius programmer responsible for one of the most widely used pieces of software in the world, just single-handedly stopped a huge attack from happening. nyt journalist: 'i am too fucking stupid to understand his work and won't even try but it's very boring!!!'

I did a return appearance with Danielle Rios Royston on the @Telcoin20 podcast to talk about cloud/AI CAPEX.

telcodr.com/insights/ep-88…

Bloomberg turns their attention to the most important thing in the world: cloud CAPEX. And those data centers require electricity...

bloomberg.com/news/articles/…

When $ORCL says they 'are opening new and expanding existing cloud datacenters very, very rapidly', they are bonsai league compared to the hyperclouds.

Clown, not cloud.

Last quarter $ORCL complained they had huge demand they couldn’t fulfill because lacked data center capacity.

That was a quarter when they had lowest CAPEX in seven quarters.

This quarter $ORCL CAPEX ticked up a little but still down 36% from a year ago.

Clown, not cloud