Post by Matthew Zeitlin on X
Matthew Zeitlin@MattZeitlin
Xso oracle is signing long term leases with data center developers and renting out its hoard of nvidia chips to AI companies who make short term committments. they're basically taking on wework-esque duration mismatch between the leases they pay and the leases that pay them

1.2K likes37 repliesPosted Dec 17, 2025