Tag Archives: IT

February 9, 2026 · 00:43

Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

This U.S. law allows U.S. law enforcement to compel U.S.-based technology companies to disclose data (emails, files, etc.) stored on their servers, regardless of whether that data is physically located in the United States or overseas. This means if a European or Asian company uses a U.S.-based cloud provider, the U.S. government can legally demand access to that data.

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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February 8, 2026 · 17:17

Sighting the noose

This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chink of the $700,000,000,000 that is due in 2026. So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.

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January 26, 2026 · 10:38

Relation to all settings

That is what I had two days ago. I didn’t act on it, because I had an IP idea and that tends to take precedence. But two days ago and for more the entire last week I have been ‘brooding’ over these grocery stores (Microsoft and Amazon) giving us that they were setting ‘localised’ protection settings and there was the rub. So here goes and I am trying to do it in certain orders (mostly chronographically). So I saw news that was a little weird, because “The U.S. CLOUD Act (passed 2018) empowers U.S. law enforcement to compel American tech companies to provide data stored on servers globally, regardless of whether the data is in the U.S. or overseas. It focuses on data control by U.S.-based entities rather than physical location. Separately, “American Cloud” refers to an independent provider offering zero egress fees, focusing on data sovereignty.” And with the intellectually challenged person they put in the white house and his ‘power hungry’ grabbing notions, the world is in clear and present danger. It was only a moment that I was confused, but this made a lot more sense than trying to grab Venezuelas oil. And I think that was what is seemingly all that need for all those data centres, the AI was merely icing on the cake, the real price is the global data that is now slowly heading to all these data centres and only localised non American set data centres are safe. As far as I know there is merely one in Sweden and that is basically it. And don’t think that you are safe, the image below shows the tainted corporations that have at least one American data centre.

The Dutch Netherlands Broadcasting Foundation (NOS) gives us that 100% of the Dutch media has American links (what a surprise) and for the rest, there is little else, only the psychiatrists have only 56% ‘tainting’ by yanks as the expression goes. As such this was brought to the surface by the Conversation who (at https://theconversation.com/microsofts-ai-deal-promises-canada-digital-sovereignty-but-is-that-a-pledge-it-can-keep-272890) gave us ‘Microsoft’s AI deal promises Canada digital sovereignty, but is that a pledge it can keep?’ Which was given to us on January 19th, as such it is BS in a jar, because as you saw, the 2018 act gives America access to it all and you have seen how boated this White House is, so as such you have no chance in hell to keep your data safe. Fortunately I had a second setting and as I ‘exploited’ a Banyan vices weakness in cloud settings, I am a little more safe than most and do you think that this is limited to global personal data? How long until you are forced to watch how American ‘corporation’ use whatever IP they can find? Some give us ‘OpenAI Plans to Take a Cut of Customers’ AI-Aided Discoveries’, so how long until the fading between that and ‘OpenAI Plans to Take a Cut of offered AI-Aided Discoveries’ that threshold is a lot smaller than you thought possible. And whilst other sources (read: NBC) give us at https://www.cnbc.com/2026/01/15/amazon-sovereign-cloud-europe-expansion.html ‘Amazon’s European sovereign cloud launch is a ‘big bet,’ AWS CEO Garman tells CNBC’ Yes and it makes no difference. Amazon and AWS are American companies as such America can grab that data. It’s like a sugar addict telling you that your jollies are safe. In this regard no follies are safe and as I see it several government should have acted in 2018, but most of these governments were possibly lulled to sleep with BS promises. As such the world has no longer any time to adjust. Personally I think that a specialized form of what was called in the 90’s as the DB virus. The virus was incredibly clever. It was a data virus unlike any other. The virus changes all your data and data went from 0 1 2 3 4 5 6 7 8 9 to 5 2 7 5 9 0 4 1 3 the problem was that until the virus was removed no one had a clue what was going on and when the virus was removed all numbers got to be hustled up, making the data useless. I reckon that a slightly more evolved setting is required here. And whomever objects can go catch an arial coitus (they are in towns with a population of 1 (you). It is all I can come up with in a few seconds but that is set into a larger setting, the viral setting is the desktop, and as it is ‘divided’ from the cloud data there is nothing America could do about it. All those Exabytes of useless data, makes my cry with laughter that is. So whilst AWS is giving us “The cloud will be “physically and logically separate” from other AWS regions, the company said.” It wouldn’t mater because AWS/Amazon is still an American company and this white house doesn’t care what you think. It is all America first, as such my option might make a little more sense. And there is still those dedicated Swedish (optionally Danish) cloud providers too who rely on Linux or at least non-American software solutions. And we all need to consider what is at stake, because this White House is a lot more desperate that we think they are. I am still sifting though data (and I have too little validation) but it seems that Goldman Sachs just offloaded $847 Billion in US Bonds (a part I cannot validate yet, but the papers are allegedly with the SEC) and if that is the case, the final pushes are now in play in America, as such they need all our data as they are getting desperate, which might take a while because the SEC has over 4400 documents involving Goldman Sachs.

But the premise of this situation is a little too dire for me to blatantly copy what other media is stating, and the media is not the trustworthy in my book. So have a great day this Sunday and as It is 14 degrees cooler than yesterday, I should be good, but with this heat I would rather be in Canada (and I reckon they prefer to be here).

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January 14, 2026 · 10:14

Call it like it is

That is how I usually flow, it doesn’t make me loved or at times even appreciated, but that is me, oversimplifying problems on the handle, or is that off the handle? So whilst I was watching the BS wannabe influencers going all out on Elon Musk and Grok. There are two settings. The first is some have a case, but others do not, they are all out to get the maximum out of Grok (and its owner). I tend to take a less obvious course of action. You see, what everyone is ‘ignoring’ (intentional or not) is that AI doesn’t yet exist. So this is all DML and with an optional setting of LLM. And they are powerful tools, but they are programmed and that is what some want to avoid looking at. The programmer has no or little wealth and in law Torts tells us to go after the money and that was a fact long before Donoghue v Stevenson 1932 AC 562. And that setting is still used today, where these plaintiffs go after the money. Yet I am of a different stroke. I want the issue stopped. One thing to do this is to use the risen of nonrepudiation. You and only you could have done this. So we address that in the software, there are legitimate reasons and non-legitimate reasons and ALL have to submit there data and whilst that is done, (not unlike Meta) we capture all the data we can as such we have a batter of data and it is connected to (or imbedded) into the picture, but that is not enough. The provider keeps a copy of the image with a hidden watermark (an encryption technique I designed for other reasons) and that goes with every picture. It is there hidden and that is how nonrepudiation works. We might not prevent a lot, but now we can do something about it, not tomorrow, not next week or next year. But now. And the people who don’t want to do that, they can find another solution. But this fleecing Elon Musk and whatever company he has now needs to stop because those who want to go the ‘Torts’ way are part of the problem and not part of the solution. This is how I see it.

And lets be clear, some actions like ‘nudifying’ a famous person is wrong, even if you are the husband. And lets be clear, that act is also set to a 90% likely that you are not capturing the whole and correct image, so there is that too. And weirdly enough there are plenty of stars showing off their priceless pairs in fashion shows (example: Olivia Wilde) and they are ‘willing’ to do that, so save that picture for all its worth, but leave the others alone. Now, I get it, there is always a horny teenager that wants to show off that ‘he’ and ‘he’ alone was ‘given’ an image from his star and showing this off to his friends (who are likely using the same solution) and they have their own starlet, its like the Generation Alpha version on who has the biggest dick. 

And when they realise what they have done, that usually comes when their wives are giving birth to a daughter, reality hits. That is in 15 years and something needs to be done now, as such add nonrepudiation to this equation makes people wonder what to do. Some will wipe the image, but if the provider have the copy and connected data that will not be enough. When the hidden data is added to whatever that person gives is verified, we see the first red flags erupt and that is how the game is changed and those ‘privacy’ geeks out there, there is no privacy on nudifying images and as such the woman in question gets to have the right to prosecute and the maker of the image is to be prosecuted, not Elon Musk, Not Grok because there is a whole range of reasons why a filter was created, some are funny (like the Shrek faces on everyone in a video) and a few others, some filters are there to correct like remove dopey dodger photobombing away from a photo, but to remove clothing from a person is not. 

There is a likelihood of me missing out on a few items and that is fine but the setting I needed to give is here, we need to prosecute and shame the ones doing the deed, that is overlooked by pretty much all the writers of the anti-Grok brigade. None of them is holding these people to account and adding nonrepudiation is doing just that, taking care of the culprits and those mommies and daddies saying that they were merely kids having fun need to realise that there is no innocence in that setting, they failed as educators. 

So have a great day and consider what can happen when we go after the transgressors. 

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November 24, 2025 · 20:46

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.”

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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November 12, 2025 · 14:05

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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October 25, 2025 · 14:04

As evil goes

There is a setting that was inflicted upon us all by books like the bible, it goes like “the idea that humans are the source of their own suffering, whether through their actions, choices, or the inherent negative inclinations they possess” we refer to this like ‘the evil we create’ it is ‘told’ that it revolves around issues of free will and the connected moral responsibility we have. That and last week I went for a job interview. I was told that ‘older’ people are rejected as we lack certain views of adaptation and acceptance of new technologies. In a short saying, that is what my grandfather said when I was wrong until I unplugged his life support, showed him who was boss.

Anyway, something snapped in me and today it is the outcome of short sighted HR people, lazy It people and a dedicated techie who has little to lose, merely the effort that some have and the impact on a lazy business effort with the setting of “Well look at it next quarter” the right combination of issues and impact. And as it goes, places like Ukraine can release such a system on the larger Russian technology setting, so there is that. Although America makes much more likely a target than Moscow, Vladivostok, Saint Petersburg, Arkhangelsk, or Novosibirsk will likely be. 

The setting is that we have two parts. The first part is the automated setting of a standalone laptop with dedicated software that relies on its own (optionally with DML spaces), it is carried around by a drone, one that can hold up to 5Kg, as such a netbook and 3-4 battery packs for longer activities. I reckon that a setup like that would cost around $25,000. Now consider that it goes out looking for wireless enabled servers and in America it would be a lot, In Russia likely a lot less, but not zero. It infects these servers whilst flying around the buildings and in less then 2 minute per servers it does what it needs to do and in one swift control it gets activated, optionally all in one swoop and the location gets a load of DDOS attacks in under an hour. Consider what AWS did to the world, is done by third party players to the business industry. And without effort the business world goes down. So how’s that for an elderly person person without certain views you HR hack. 

As the US governmental settings are in shutdown it will take days to instigate anything and by the time others figure out that they were hacked remotely wirelessly others will destroy the evidence needed and nothing gets done yet again, until the next rounds of hacks come into the wireless connectors. 

So, as evil goes, I am doing quite well. I merely had it with the people deciding on what is possible and leaving me out to dry. Ill soak them all in hardship and terror in an instance. The too is the consequence of unleashed adaptability and considerable creativity. 

So is my idea likely? I am not sure, I think so, but it requires the engineer with effort to program a DML setting and there are other settings, so that they are on the ground hacking via the netbook in a drone so that they become the second hop and that is the unlikely setting, because the hacker needs to remain in an 8 block distance from the drone, not consider that setting that this hacker is drinking and working from a Starbucks at 233 S Wacker Dr, Chicago, or perhaps a coffeeshop in Pershing Square, Los Angeles. How many corporations and servers could be hacked in these 8 block radiuses? That is beside the settings in San Francisco, Houston, Phoenix, SanDiego, Dallas and Austin. Consider that before you write of IT people in their 50’s and 60’s. 

A simple setting and I combined a few simple variables with simple creativity. A setting others cannot dream of and I gave the world a new fear a fear where the world stops because of a simple setting that others (for greed reasons) left around for another quarter. 

That is the setting everyone seems to ignore. The setting that it comes to a halt because these places tend to be out for lunch at 21:00-23:00 hours and that gives the, something to be worried about and with the available IT people working remotely so they can tend to more corporations, that comes down to a grinding halt real quick.

So as such there is evil I can do and the world is not ready for my creativity, as such the HR wench that wrote me off because of age, have a nice day and consider what you unleashed unto the world. Time for me to consider hat else I have wreck havoc on, my creativity is going just fine, so have a great day and consider that the world is about to get more complicated in an instance. And with the police in shutdown to some degree, help might not be coming any day soon and in that same setting you bleed revenue every minute because you left something until the next quarter, which would be on you. 

Have a great day and enjoy the matcha today (apparently prices are currently soaring on that stuff).

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October 7, 2025 · 10:14

The crunch to become

That is the setting and it remains to be seen as to where the crush will end up being. This morning I was surprised by a story in CDOTrends (at https://www.cdotrends.com/story/4729/how-agentic-analytics-replacing-bi-we-know-it) where Artyom Keydunov gives us ‘How Agentic Analytics Is Replacing BI as We Know It’ this is his view and as the co-founder and CEO of cube he is talking in his own street and that is his right. The issue with the article that it is really good, but there are some issues (from my point of view). The start is (optionally) great and with “For over two decades, the business intelligence (BI) dashboard has been the primary interface between data teams and decision-makers. These visualizations, charts, and KPIs have been invaluable tools for understanding what is happening inside a business. But in 2025, the dashboard model is showing its age. In a world where data moves at the speed of cloud transactions, connected devices, and global markets, static dashboards can no longer keep up. By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed. Business leaders want answers, not just visualizations, and they want those answers as events unfold. A new approach, driven by AI and automation, is emerging to fill this gap.” There is merely spoken truth here and he is correct, but the Dashboard was ‘thought’ of by a Business Intelligence analyst and that tends to have hidden settings as that tends to be the case and the more it is set to the BI industry it was designed for, the better that tool tends to be. So when we see “By the time a decision-maker logs in, refreshes a dashboard, and sifts through its filters, the critical moment for action may have already passed” is not incorrect, but there is a time gap, we get that and the better the tool, the smaller the gap and as the designing analyst is better the more precise the tool becomes regardless of gap. So now we get to the ‘Agentic Analytics’ of the matter. It is programmed and based on the data it is trained on. Now, if this is all in-house data, that tends to be OK, but there is still the programmer and that is the culprit of the story. You see a programer is as good as the explainer hands him his data (tends to be a sales person) and that is already the issue. Sales persons are set to the blinkers then have (like pupils shaped as dollar signs) not the most eloquent setting to begin with. 

So then we get to “The static nature of dashboards has made them a bottleneck in modern analytics. They rely on the user to know what question to ask, when to ask it, and how to interpret the results. When organizations scale, the proliferation of dashboards often leads to confusion rather than clarity. A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions.” This is a truth and a half no matter how you tweak it. And the stage of “proliferation of dashboards often leads to confusion rather than clarity” is set to the organiser behind this and that tends to be a salesperson, CEO or CFO, as such money is the operative word and Agentic Analytics (AA) is set to data and clarity of collected data and upgrading this won’t make the data more clear, it merely showed how the dashboard fell short of what’s needed. So when we get to the ‘good’ part with “A company may have hundreds of dashboards, each presenting a slightly different view of the truth, leaving teams overwhelmed and second-guessing their decisions” we see the gap in the entire AA setting. It isn’t less confusing, the tweaked set of data is likely misrepresenting what was needed in the first place and I will grant you that this is my view on the data. I have seen dozens of cases where that was the case and in some cases it was with people managing data the size of a Fortune 500 company. So as we get to the really good part, Artyom Keydunov tells us “The promise of agentic analytics depends on trust. Without robust data governance, AI-powered systems risk surfacing misleading or inconsistent insights — and worse, they might automate actions based on flawed assumptions.” This is a powerful statement, it is not the trust part, this is inherently drawn from the loyalty a firm instills, it is “they might automate actions based on flawed assumptions” you see, ‘flawed assumptions’ is the key here and it is with many dashboards and as such with AA solutions as well. That just gave me an idea (perhaps cube has this) there is a between setting where the app could have documentation in the ‘second tier’ a setting where a document cog could be embedded in the software solution that is merely accessible at the core company that made this setting. So where some see “growth margin per quarter” the hidden blockchain will refer to that setting and the documentation will set the parameters for inspection. It could be any kind of blockchain with the setting of corporation – application – sequential counter and that is documented. You see, it is not what is now that matter, but in 5 years the reality of any solution (or AA) will require revision and wouldn’t it be great that you are able to vet what was (correct or not). So, now go back to any dashboard that was designed over 10 years ago and still in use. How many will not be able to tell you what was?

A simple setting merely shown to you and perhaps in your own firm there are several others. So make of this what you want. The article is quite good and even as it is talking in the street of Cube, it shows some common grounds we all need to have before we all go the way of the Dodo because AI told us to do just that and we end up at the edge of a cliff like darling little lemmings and when we realise we are at a cliff, the lemming behind us its pushing us in the back making us fall over. Nice ride, don’t you agree?

So have a great day and for me a new coffeeshop open tomorrow, so another option to try pointing myself for the simple reason that only the once trusted coffeemaker knew how we wanted our coffee, just like the users of a dashboard now relying on some AA that we are supposed to do it their way (which might not be wrong).

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October 1, 2025 · 06:31

The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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