Oracle raises alarm over AI datacenter

Oracle sends force majeure notice on Project Jupiter (seekingalpha.com/news/4646619-oracle-sends-for…). (0:14) MGM tumbles after Barry Diller walks (seekingalpha.com/news/4646405-mgm-resorts-plun…). (2:01) Meta puts Muse on a keychain (seekingalpha.com/news/4646408-meta-unveils-key…). (2:42)

Show Notes
AI spending seen topping 3% of annual GDP (seekingalpha.com/news/4646489-ai-buildout-coul…)

Episode transcripts seekingalpha.com/wsb?source=wsb_podcast:oracle….

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