Tag Archives: Oracle

October 20, 2025 · 12:52

The start of something bad

That is how I saw the news (at https://www.khaleejtimes.com/business/tech/dubais-10000-ai-firms-goal-to-redefine-competitiveness-power-uaes-startup-vision) with the headline ‘Dubai’s 10,000 AI-firms goal to redefine competitiveness,  power UAE’s startup vision’ there is always a risk when you start a new startup, but the drive to something that doesn’t even exist is downright folly (as I see it) and now it is driven to a 10,000 times setting of folly. That is what I perceive. But lets go through the setting to explain what I am seeing.

First there is the novel setting and it is one that needs explaining. You see AI doesn’t yet exist, even what we have now is merely DML (Deeper Machine Learning) and it is accompanied at times with LLM (Large Language Models) and these solutions can actually be great, but the foundations of AI are not yet met and take it from me it matters. Actually never take my word, so lets throw some settings at you. First there is ‘Deloitte to pay money back to Albanese government after using AI in $440,000 report’ and then we get to ‘Lawyer caught using AI-generated false citations in court case penalised in Australian first’ (sources for both is the Guardian). There is something behind this. The setting of verification is adamant in both, You see, whatever we now call AI isn’t it and whatever data is thrown at it is taken almost literally at face value. Data Verification is overlooked at nearly every corner and then we get to Microsoft with its ‘support’ of builder.ai with the mention that it was goo. It lasted less than a month and the ‘backing’ of a billion dollar went away like snow in a heatwave. They used 700 engineers to do what could not be done (as I personally see it). So we have these settings that is already out there. 

Then (two weeks ago) the Guardian gives us (at https://www.theguardian.com/business/2025/oct/08/bank-of-england-warns-of-growing-risk-that-ai-bubble-could-burst) ‘Bank of England warns of growing risk that AI bubble could burst’ with the byline “Possibility of ‘sharp market correction has increased’, says Bank’s financial policy committee” now consider this setting with the valuation of 10,000 firms getting a rather large ‘market correction’ and I think that this happens when it is the least opportune for the UAE. This take me to the old expression we had in the 80’s “You can lose your money in three ways, first there are women, which is the prettiest way to lose your money, then through gambling, which is the quickest way to lose your money and third way is thought IT, which is the surest way to lost your money” and now I would like to add “the fourth way is AI, which is both quick and sure to lose your money” that is the prefix to the equation. And the setting we aren’t given is set out in several pieces all over the place. One of them was given to us in ABC News (at https://www.abc.net.au/news/2025-10-20/ai-crypto-bubbles-speculative-mania/105884508) with ‘If AI and crypto aren’t bubbles, we could be in big trouble’ where we see “What if the trillions of dollars placed on those bets turn out to be good investments? The disruption will be epic, and terrible. A lot of speculative manias are just fun for a while and then the last in lose their shirts, not much harm done, like the tulips of 1635, and the comic book and silver bubbles of the late 1980s. Sometimes the losses are so great that banks go broke as well, which leads to a frozen financial system, recession and unemployment, as in 1929 and 2008.” As I personally see it, America is going all in as they are already beyond broke, so they have nothing to lose, but the UAE and Saudi Arabia have plenty to lose and the American first are good to squander whatever these two have. I reckon that Oracle has its fallback position so it is largely of, but OpenAI is willing to chance it all. And that is the American portfolio, Microsoft and a few others. They are playing bluff with as I see it, the wrong players and when others are ignoring the warnings of the Bank of England they merely get what is coming for them and it is a game I do not approve of, because it is based on the bluff that gets us ‘we are too big to fail’ and I do not agree, but they will say that it is all based on retirement numbers and other ‘needly’ things. This is why America needs Canada to become the 51st state so desperately, they are (as I personally see it) ready to use whatever troll army they have to smear Canada. But I am not having it and as I see “Dubai’s bold target to attract 10,000 artificial intelligence firms by 2030 is evolving from vision to execution, signaling a new phase in the emirate’s transformation into a global technology powerhouse. As a follow-up to earlier announcements positioning the UAE as the “Startup Capital of the World,” recent developments in AI infrastructure, capital inflows, and global partnerships show how this goal is being operationalised — potentially reshaping Dubai’s economic structure and reinforcing its competitive edge in the global digital economy.” I believe that those behind this are having the best interests at heard for the Emirati, but I do not trust the people behind this drive (outside of the UAE). I believe that this bubble will burst after the funds are met with smiles only for these people to go out of business with a bulky severance check. It is almost like the role Ryan Gosling played in the Big Short where Jared Vennett receives a bonus of $47 million for profits made on his CDSs. It feels almost too alike. And I feel I have to speak up. Now, if someone can sink my logic, I am fine with that, but let those running to this future verify whatever they have and not merely accept what is said. I am happy to be wrong but the setting feels off (by a lot) and I rather be wrong then be silent on this, because as I see it, when there is a ‘market correction’ of $2,000,000,000,000 you can consider yourself sold down the river because there is a cost of such a correction and it should 100% be on the American shores and 0% of the Arabic, Commonwealth or European shores. But that is merely my short sighted view on the matter. 

So when we get to “Omar Sultan Al Olama, Minister of State for Artificial Intelligence, Digital Economy, and Remote Work Applications, said the goal reflects the UAE’s determination to lead globally in frontier technology. “Dubai’s target to attract 10,000 AI companies over the next five years is not a dream — it is a commitment to building the world’s most dynamic and future-ready digital economy,” he said. “We already host more than 1,500 pure AI companies — the highest number in the region — but this is just the beginning. Our strategy is to bring in creators and producers of technology, not just users. That’s how we sustain competitiveness and shape the industries of tomorrow.”” I am slightly worried, because there is an impact of these 1,500 companies. Now, be warned there are plenty of great applications of DML and LLM and these firms should be protected. But the setting of 10,000 AI companies worry me, as AI doesn’t yet exist and the stage for Agentic programming is clear and certain. I would like to rephrase this into “We should keep a clear line of achievements in what is referred to as AI and what AI companies are supposed to see as clear achievements” This requires explanation as I see whatever is called as AI as NIP (Near Intelligent Parsing) and that is currently the impact of DML and LLM and I have seen several good projects but that is set onto a stage that has a definite pipeline of achievements and interests parties. And for the most the threshold is a curve of verifiable data. That data is scrutinized to a larger degree and tends to be (at times) based on the first legacy data. It still requires cleaning but to a smaller degree to dat that comes from wherever. 

So do not dissuade from your plans to enter the AI field, but be clear about what it is based on and particularly the data that is being used. So have a great day and as we get to my lunch time there is ample space for that now. Enjoy your day.

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October 13, 2025 · 07:06

Just like Soap

Perhaps you remember the 80’s series soap. Someone made a sitcom of the most hilarious settings and took it up a notch, the series was called soap and people loved it, it did nearly everything right, but over time this bubble went, just like all the other soap bubbles tend to go and that is OK, the made their mark and we felt fine. There is another bubble. It is not as good. There is the mortgage bubble, the housing bubble (they were not the same), the economy bubble and all these bubbles come with an aftermath. Now we see the AI bubble and I predicted this as early as January 29th of this year in ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) and my setting is that AI does not yet exist, as I saw it, for the most, it is the construct of lazy salespeople who couldn’t be bothered to do their work and created the AI ‘Fab’ and hauled it over to fit their needs. Let’s be clear. There is no AI and when I use it I know that ‘the best’ I am doing is avoid a long discussion about how great DML and LLM are, because they are and it is amazing. And as these settings are correctly used, it will create millions if not billions in revenue. I got the idea to overhaul the Amazon system and let them optionally create online panels that could bank them billions, which I did in ‘Under Conceptual Construction’ (at https://lawlordtobe.com/2025/10/10/under-conceptual-construction/) and ‘Prolonging the idea’ (at https://lawlordtobe.com/2025/10/12/prolonging-the-idea/) which I wrote yesterday (almost 16 hours ago). I also gave light to an amazing lost and found idea which would cater to the needs of Airports and bus terminals. I saw that presentation and it was an amazing setting in what I still call NIP (Near Intelligent Parsing) in ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) these are mere settings and they could be market changes. This is the proper use of IT to the next setting of automation. But the underlying bubble still exists, I merely don’t feed that beast, so when the BBC last night gave us all ‘‘It’s going to be really bad’: Fears over AI bubble bursting grow in Silicon Valley’ almost 2 days ago (at https://www.bbc.com/news/articles/cz69qy760weo) I saw the sparkly setting of soap bubbles erupt and I thought ‘That did not take long’. My setting was that AI (the real AI as Alan Turing saw it) was not ready yet. The small setting that at least three parts in IT did not yet exist. There is the true power of Quantum computing and as I see it quantum computers are real, but they are in the early stages of development and are not yet as powerful as future versions should be and for that, so as IBM rolls out their second system on the IBM Heron platform, we are getting there. It is called the IBM’s 156-qubit IBM Quantum Heron, just don’t get your hopes up, not too many can afford that platform. IBM keels it modes and gives us that “The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in upstate New York and is expected to perform 20,000 more operations than today’s quantum computers” I am not holding me credit card to account to that beauty. If at all possible, the only two people on the planet that can afford that setting are Elon Musk and Larry Ellison and Larry might buy it to see Oracle power at actual quantum speed and he will do it, to see quantum speed came to him in his lifetime. The man is 81 after all (so, he is no longer a teenager), If I had that kind of money (250,000 million) I would do it to, just so to see what this world has achieved. But the article (the BBC one) gives us ““I know it’s tempting to write the bubble story,” Mr Altman told me as he sat flanked by his top lieutenants. “In fact, there are many parts of AI that I think are kind of bubbly right now.”

In Silicon Valley, the debate over whether AI companies are overvalued has taken on a new urgency. Skeptics are privately – and some now publicly – asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call “financial engineering”.” And the BBC is not wrong, we had a write-off in January of a trillion dollars and a few days ago another one of 1.5 trillion dollars. I would be willing to call that ‘Financial Engineering’ and that rapid rise? Call it the greedy need of salespeople getting their audience in a frenzy 

I merely gave a few examples of what DML and LLM could achieve and getting a lost and found department set from weeks into minutes is quite the achievement and I reckon that places like JFK, Heathrow and Dubai Airport would jump at the chance to arrange a better lost and found department and they are not alone but one has to wonder how the market can write off trillions in merely two events. So when we get to

“In recent days, warnings of an AI bubble have come from the Bank of England, the International Monetary Fund, as well as JP Morgan boss Jamie Dimon who told the BBC “the level of uncertainty should be higher in most people’s minds”. And here, in what is often considered the tech capital of the world, concerns are growing. At a panel discussion at Silicon Valley’s Computer History Museum this week, early AI entrepreneur Jerry Kaplan told a packed audience he has lived through four bubbles. He’s especially concerned now given the magnitude of money on the table as compared to the dot-com boom. There’s so much more to lose. “When [the bubble] breaks, it’s going to be really bad, and not just for people in AI,” he said.”

He is not wrong. Consider the next one amounting to a speculated two trillion (or $2,000,000,000,000) when it hits, it could wipe out retirement savings of nearly everyone for years. So how do you feel about your retirement being written off for decades? When you are 80+ and you have millions upon millions you are just fine and that is merely 2-5 people, the other 8,200,000,000 people? The young will be fine, and over 4 billion will be too young to care about their retirement, but the rest? Good luck I say.

So what will happen to Stargate ($500B) when that bubble goes? I already see it as a failure as the required power settings will not be able to fuel this, apart from the need of hundreds of validators and their systems require power too, then we see Microsoft thinking (and telling us) it is the next big thing, all whilst basic settings aren’t out yet. Did anyone see the need for Shallow Circuits? Or the applied versions of Leon Lederman? No one realizes that he held the foundational setting of AI in Quantum computing. You see (as I personally see it) AI cannot really work in Binary technology, it requires a trinary setting, a simple stage of True, False and Both. It would allow for trinary settings, because it isn’t always True or False, we learn that the hard way, but in IT we accept it. That setting will come to blow when we get to the real AI part of it and that is why I (in part) the AI coffee being served in all places. And I like my sarcasm really hot (with two raw sugar and full cream milk)

That is the setting we face and whilst some will call the BBC article ‘doom speak’ I see it for what it is, a reminder that the AI frenzy is sales driven and whilst people are eager to forget the simplest setting, the real deal of Microsoft and Builder.AI is simply the setting that at present we are confronted with IT engineers making the decisions for us and the amount of class actions coming to the world in 2027 and 2028 (optionally as early as 2026) and as some cases are drawn out even yesterday (see https://authorsguild.org/news/ai-class-action-lawsuits/ for details) you need to realise that this bubble was orchestrated and as such I like the term ‘Financial Engineering’ so be good and use the NIP setting properly and feel free to be creative, I was and gave Amazon an idea that could bank it billions. But not all ideas are golden and I am willing to see that I am not the carrier of golden ideas, the fact that someone saw the Lost and Found setting is proof of that.

Have a great day, I am 30 minutes from breakfast now, so off I go to brekkyville.

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October 10, 2025 · 20:54

Under Conceptual Construction

I just got hit with an idea (as ideas go). You see, I am from the world of Business Intelligence and Market Research and and idea just hit me. The setting is that data tends to be ‘humanized’, but what if it wasn’t? That is the central setting because the European GDPR has laws in place and I just thought of a way ‘around’ it. So take a setting where any MR firm requires data, but they cannot get that data because of the GDPR ‘complications’, so what is the actual issue? That doesn’t matter because Amazon, Google, IBM, Oracle and Snowflake have a way around that (Well a few more, but they do not matter). So take the next image

We have three top line population and it could be set to anyone (in that area) and as we set that population they are created a nearly unique number and never repetitive and that population gets exported, the numbers are. The MR people on the right get that number they populate the questionnaire(s) and it is send pack to the people on the left. Then that group sends out the questionnaires, the data is collected and send back to the group on the right. I reckon that this would be a nice challenge for Amazon and Snowflake I reckon. This might become an entire business unit and with privacy laws as they are placed in Europe, there might be a larger interest to seek such services. No hidden settings and all at the customers need and the consumers willingness to comply. I reckon that this might work, because as I see it, these Market Research people will see a dwindling of panel populations rather quickly in the next few years and then? Well, it would be up to them to think of a new setting, in the meantime I came up with this idea. And feel free to shoot it down straight off the bat and that is fine. As I said, it was just an idea grabbing me and as I was contemplating other venues. For that matter, how many interested parties would that bring in the Middle East and the Far East? 

Good business is all where you find it and I think I found a population and an optionally interested partner. The question now becomes can these so called ‘Agentic AI Pushers’ see the setting that is offered to them and can it pass the General Data Protection Regulation requirements? If so, we are in business. Just another idea from yours truly. Time to create another gaming IP I reckon, time to flex that grey matter under my skullcap.

Have a great day (again).

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October 6, 2025 · 10:18

The light goes on

That was the setting and it is all on me. You see, when you consider the setting of a greedy billionaire ‘wannabe’ (President Donald Trump) I would be settled in the knowledge that he knows what he was doing (silly me). Yet the interview that someone had with Jen Psaki gives us a whole new ballgame and the facts she hands us might fit the premise. I use might, because she is a democrat and they have a natural fear/distrust of Republicans. So I was set on the opposing view, but as we are seeing. The way he basically destroyed American Tourism, the distrust he gave all international travelers who are unlikely to return until close to a year after he vacates the White House. The way he is dealing with the Russian setting that is going on at present and a whole range of other settings (like tariffs) and the way he made an enemy of Canada gives her explanation some credit. 

We see it in MSNBC (at https://www.msnbc.com/the-briefing-with-jen-psaki/watch/psaki-trump-may-be-too-clueless-to-understand-consequences-of-his-shutdown-249077317970) the title ‘Trump may be too clueless to understand consequences of his shutdown’ is a rather rude wake up call. And if he is apparently that clueless, is there a greed driven setting to his $500,000,000,000 Stargate project? So when we get “Jen Psaki points out examples of Donald Trump not being aware of what his own administration is doing, or of the fallout of his own actions, raising questions about whether Trump understands the political consequences of the harm he is causing the American people with his shutdown of the federal government” we are getting second thoughts on the political views that America has. Could it be this simple? And as we get this, how can Americans be safe from the dealings of some person who is clever enough to grasp 1+1, but fails the concept of 2+2? We might think this is a mere offset of 100%, but the implications are seen when we consider that 5 AI and 5 AI is not 10 AI, but goes somewhere towards 496 AI clusters, you do need the implied grasp of Near Intelligent Parsing (AI does not yet exist) and as Jen points out, there is seemingly a lack of communications in this White House administration. And that is enforced with the ABC view we were given on Saturday when we saw ‘Trump reverses $187M funding cuts for New York counterterrorism after bipartisan outcry’, the fact that New York got any cuts in the first place makes me wonder how clever that person was and $187 million is a whole mountain of money and it wasn’t that the so called New York City Police Department (NYPD), which divides the city into 78 precincts and various specialized units like Counterterrorism, Emergency Service Unit, and K-9 units, and the New York State Police (NYSP), organized into 11 troops for statewide law enforcement had a whole lot of money to begin with. That is one of the oldest police forces on the planet consisting of roughly 50,676 individuals. So did anyone get the memo how the $187 million cut was achieved? I don’t care if it was reversed, that cut could be seen as evidence that this white house isn’t fit to address milk money for the United States kindergartens. 

And all this is seemingly a day after Jen Psaki gave us ‘‘A perfect storm of ugly’: Trump’s policies are devastating U.S. farmers’ where we get “Jen Psaki reports on how Donald Trump’s trade war, combined with his weird favoritism for his international buddies like Argentine President Javier Milei, has resulted in brutal economic conditions for American farmers. Not only is Trump devastating their businesses, but Trump’s policies are hurting their living expenses and particularly their health care costs.” And that is where we get the US shutdown, the Democrats are refusing so sign anything that is cutting healthcare as it is done. Millions will end without healthcare and that is on top of the hardship given to them by decreased incomes because the tourists have been driven away. Did anyone consider the damage that 15% less tourism costs? We see that ‘generic’ $12.5B less, but the impact is a lot more. Farmers, B&B business (and all connected businesses) and that is happening in Florida, California, Nevada and New York. I got to $80B-$135B (it is hard to get a precise reading. Yet there is a chance that January will reveal somewhere around $100B and there are posts that I did not consider, so it might end up being worse. But not to fret, AI will make it all fine. That is until you realise that AI at present does not yet exist and that is where you might wonder what the $500B was used for. Some are giving the setting that it is bout mass monitoring of the people in the United States. I have no idea, but I do know that these Oracle implementations will be considered essential as they are the only one to make it work either way and as we are considering the setting that this is an essential setting no matter how it goes, consider the setting that Jen Psaki gives us with “Donald Trump not being aware of what his own administration is doing” it seems like a heartless and anti republican speech, but what we have seen gives rise to all this and considering that these ‘data centers’ are requiring power, the setting that I evoked with ‘How is this powered?’ We see a failing of media and administrations scurrying to give some excuse, all whilst that setting cannot continue without massive verification and massive power influxes and there is seemingly no sign of that. 

So what happens when someone switches the power on in these data centers and the power goes off (for the most) in Austin and San Antonio? I am just asking but the premise that Jen Psaki gives us is one that required mulling and the press is seemingly not doing that and hasn’t done that for at least a year. So what are they here for? Playing courtesan to the digital dollar?

Food for thought, so as I have had my brekky, it is time to become a nuisance again for at least 15 hours. Have a great day.

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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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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September 27, 2025 · 10:36

Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

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September 2, 2025 · 20:43

Act of despair

That happens at times and I reckon that at some point I will have to give in to that setting as well. It started this morning when I was advised that I might have cancer, it might be benign, the biopsy will be done over the next week, then they know what they have. I was unusually cool about it all. As such as a friend of mine was ‘culled’ by the big C (a curry billboard shattered his skull), I can confirm that my weird sense of humor has not been devastatingly impacted at present.

So I have two ideas on my mind. The first one is that Peter Jackson (director Lord of the Rings) still owes me $17.50 He owes me that amount from 1992. But the other one is the one that matters to me. For that we need a small sidestep towards the article that Fortune gave us (at https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/) where we see ‘MIT report: 95% of generative AI pilots at companies are failing’, it is here where we see “Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration; the vast majority stall, delivering little to no measurable impact on P&L. The research—based on 150 interviews with leaders, a survey of 350 employees, and an analysis of 300 public AI deployments—paints a clear divide between success stories and stalled projects.” The report is two weeks old, but today I had a reason to tag it, it affects my future and as I see it, it impacts it in a positive way. As such the second quote doesn’t quite get us there, but there is an offset. It is seen in “for 95% of companies in the dataset, generative AI implementation is falling short. “The 95% failure rate for enterprise AI solutions represents the clearest manifestation of the GenAI Divide,” the report states. The core issue? Not the quality of the AI models, but the “learning gap” for both tools and organizations. While executives often blame regulation or model performance, MIT’s research points to flawed enterprise integration. Generic tools like ChatGPT excel for individuals because of their flexibility, but they stall in enterprise use since they don’t learn from or adapt to workflows, Challapally explained.” The part missing is data and verification. WE can look for other articles where we see the failures of AI. But the largest setting is never discussed. What we call AI isn’t it, they mess around with “GenAI”, they package it like it is a new version of “generative AI” but in the end it is merely DML with optional LLM in place. It is as I call it “Near Intelligent Parsing” parsing because it is existing data, it cannot leap on non existing data and the setting we see are basically a little more than predictive analytics. It is a next step.

So why is this important?
Well, for me there is a side that has worked in Technical support and customer care for nearly two decades. And as I see it, the quality people who need to act will see it. As such I think that Lawrence Ellison (Oracle) can see the light he is currently coping with. Large customers will need their technical support, their customer care and here I am ‘sneakily’ asking him for 10 million (post taxation) out of his two hundred fifty thousand million (aka $250 Billion) stockpile. Seems like the smallest of amounts. Oh, and I pride myself on being a return on investment I have proclaimed for the length of my working career going all the way back to 1982. That is 43 years of experience (twenty in technical support) and I have none in Oracle. But I know that support settings that any companies have. And Oracle will need these people soon enough. Wherever he wants to send me, it is almost fine by me. As I see it no one wants to work in Russia and America is a big no no (its a Trump card). But the UAE (ADNOC) and Saudi Arabia (ARAMCO) do make the list. And Oracle needs these large companies and especially support staff in these locations. Personally the UAE wins, but it is what Oracle needs and I am willing to move to Canberra at the earliest settings. We seen to be at an influx where the governments and large corporations need manpower. Microsoft and Amazon need to learn this and whilst they falter, Microsoft is shedding 9000 people and investing in AI, but when you consider that 95% falters, you can imagine when these systems fall short, all whilst at that same time, Windows seemingly lost 400 million users in the past three years. Do you think this is coincidence? Yes they can clean some up with NIP, but they will fill larger holes in that meantime and losing people in the process. Google and Amazon are on that same setting. But Oracle is too complex. As I see it, it needs staff in the near future and I am betting that they cannot afford to lose the manpower and I am willing to bet that as they take over clients from AWS and Azure (the latter especially) they will need more people and that’s where I come in. Not merely tech support staff, but as a trainer having made my brand of training people, I am willing to bet that Oracle might have a place for me (even a flake like me).

I have always stood my setting in this and after a long time I am proven correctly and the next generation is largely unable to deal with the support pressures and that works for me in places like ADNOC. So I believe that Oracle might be my solution towards a few settings that never worked for me. And there is something less like-able about forced to hand my IP to Microsoft whilst receiving a mere 0.001 on the dollar. I might given it away in other ways (to others) if Oracle shows to be my ‘knight on a white horse’ and there is something satisfying on that setting. I get to see Microsoft lose thrice over. 

As such those with an affinity with technical support to consider the places they can flock to. I gave some of my IP to Elon Musk (Musk already owed the ideas anyway), and I keep on fueling gaming IP to other channels too (non Microsoft systems) and there the Amazon Luna has options too. Still the news from this morning (even as it doesn’t hit me hard) it made me see that I have to put my affairs in order and one of them is to deny Microsoft my IP.

And there is a second setting, as Google and Microsoft are shedding people, the larger companies need to scoop them up quickly, because internationally these people will be wanted rather quickly. For Americans there is Canada as a first, but do you think they will spread their wings to other nations? Time will tell, but as I see it 2025/2026 will be the year where we all consider the stage of the brain drain. And take that with faltering AI projects, the turn of of places suddenly being short on tech support will falter massively and as we know: “no support, no sales” a nice catch phrase, but their AI will tell them at some point (one might hope).

So have a great day and I will ponder what will become of me when the biopsy doesn’t show a benign setting. 

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August 28, 2025 · 15:27

The real deal

So this happened yesterday. I was at first a little out of sort. I was surprised by a head line in the Australian giving me ‘capitalizing on a $266m IT fiasco that fueled Birmingham’s bankruptcy’ this is a setting that happens to be a weird fiasco. You see the words uniting fiasco and Oracle is nothing short of a miracle. Oracle does not usually make these kind of mistakes EVER. And this sounds like an Australian kind of advisement towards their paid wall of settings. As I am not some Australian weirdo approach to their paid wall, I had to take another look and soon enough some f the words got me to the real deal and theft that it was merely one article gave me the setting that this wasn’t real. 

The article that gave me the ‘real’ deal was found at (at https://www.cio.com/article/3830277/how-birminghams-48m-oracle-erp-project-turned-into-an-epic-failure.html) here we get the deal. It was set by ‘How Birmingham’s $48M Oracle ERP project turned into an epic failure’ which was given on February 25th 2025. Still, to see Oracle combined with ‘epic failure’ was news, so I needed to know more. And the story start ‘strong’ with “A Grant Thornton audit reveals systemic governance, expertise, and vendor management failures led to catastrophic ERP rollout.” Shows us the little setting that this tends to go the road of Birmingham and not Oracle. With the hindsight “Birmingham City Council’s (BCC) troubled enterprise resource planning (ERP) system, built on Oracle software, has become a case study of how large-scale IT projects can go awry. The system, intended to streamline payments and HR processes, is now “unlikely” to function correctly before 2026 — four years after its 2022 launch. The project involved replacing the city council’s long-standing SAP system with Oracle Cloud.” So as we see it, the setting is now set towards another setting. That setting is “The catastrophic failure of the project, which has ballooned from an initial $48 million (£38 million) investment to an estimated $114 million (£90 million) after including re-implementation costs, stands as a stark reminder of how large-scale enterprise software projects can spiral out of control.” As I see it, it is another setting. We have saw something like this in 2016 min ‘The excuse from a failed politician’ (at https://lawlordtobe.com/2016/03/27/the-excuse-from-a-failed-politician/) where the Labor government pretty much wasted £11 BILLION on a non-working NHS system, as such this is not new in political povernment (funny typo), so we have seen this before. I see this as someone in government sees this as the ‘golden’ opportunity to make his (or her) grind in the way of things and let this grow this out of hand into the behemoth the eats them alive.

So while CIO gives the right question, but they might go ‘lightly’ over the failure of the setting. And they give us “The audit revealed that the project’s budget ballooned from an initial £19 million to over £90 million, with delays pushing the system’s full functionality to 2026—four years beyond the planned 2022 launch.” As I see it, I have seen this kinda before decades ago where we get two elements together a sales person who wants to make an entry and someone in government wants to appeal to ‘their’ friends by giving the entire collective a setting that is not entirely manageable. The salesperson wants this deal as it makes his collective revenue shine and the other side as they have no clue what they are doing, but they have ‘friends’ who wants a player like Oracle to strike out. So the sales person contact everyone in support until they find that person who signs off on it (I didn’t) and they go from person to person until they get the ‘willing’ support person who gives them the heads up. I opposed as it would never work, but the sales person found the one support person who signed off on it and he avoided my assessment. You see, when the deal comes through he merely needs to keep me away from it (didn’t work) because after the quarter was finished he pays the person back but his commission is no longer touchable. And that is not how I believe things should work. The second setting is the ‘friend’ tactic. As such someone feeling ‘blue’ (subtle hint) gets to say make sure it includes A, B and C (they know it all never work) and as such Oracle goes down and they become the winner as they ‘suddenly’ have an option. This is how the players in the wrong setting are thrust upon the daily lives of government. 

Did that happen here?

Can’t tell, but the more you read here, the more you see that It was NOT the flaw that Oracle introduce, it was another flaw and you might see this when you see ““Integration with Oracle’s systems proved more complex than expected, leading to prolonged testing and spiraling costs,” the report stated. Payroll integration issues, combined with the volume and quality of data migration, required extensive retesting, further inflating costs. BCC’s heavy reliance on Oracle and external consultants became a double-edged sword. While third-party expertise was essential, it also weakened internal control over the project’s financial and operational outcomes.”

So we get there with the next part. 

CIO media gives us “The governance-expertise gap

The investigation uncovered a governance structure plagued by fundamental weaknesses.  At the heart of Birmingham’s ERP crisis lies what we might term the “governance-expertise gap” – a critical disconnect between oversight responsibilities and technical understanding. The absence of Oracle expertise within the council’s digital department created a dangerous scenario where those responsible for governance lacked the technical foundation to evaluate and challenge their implementation partners effectively.” As I see it, the initial Australian setting was wrong in the very least and I recon (especially as the headline changed) that the Australian headline (which was thrust upon me on LinkedIn) as 

I added the image on how I was ‘misinformed’ and perhaps Oracle wants to have a go at these people too. 

So as CIO is giving it a realistic brush (by painting IT environment of Birmingham stupid) we see the second setting and as we approach that ‘critically’ we might see an Oracle failure or two, They did not make the actual flaw. It is seen in 

“Moreover, the lack of technical oversight led to the acceptance of extensive customizations that violated their own “adopt not adapt” principle, accepting extensive customizations to align with existing business processes based on their legacy SAP system. Change requests affecting critical aspects of the solution were accepted late in the implementation cycle, creating unnecessary complexity and risk.” Where we see the adherence to a legacy system and for a council their data is their strength and “The council’s approach to governance showed a startling lack of independent oversight. Despite the program’s complexity and critical nature, no review was undertaken by Internal Audit until just before go-live.” Which is an actual failure, but not by Oracle, it is the Birmingham government that should have acted when possible, I reckon that the people involved saw the golden rainbow markers as their golden opportunity. If there is an Oracle failure it is at this point where the Oracle head honcho should have applied all breaks and talk to the Lord Mayor of Birmingham bringing his attention to the initial $48 million (£38 million) investment to an estimated $114 million (£90 million) after including re-implementation costs. I reckon that when the £60 million tag was reached someone should have drawn attention to this (perhaps they did)

It is when CIO brings attention to ‘Culture of silence and suppression’ that I wonder who was at fault, nothing here shows the flaw of Oracle, As I personally see it, the blundering setting of a seemingly absent Omnibus, a written account of what or who did what and how it was received in that office setting might be at risk of showing the real audit failure and I am willing to bet that Oracle has nothing to do with it. 

A mere collective feeling, but I have seen Oracle set the trends and projects for decades and this does not feel like an Oracle flaw, It might be as simple as Australian fear mongering advertisement settings, but there you have it. With little effort we see that the ‘Oracle Blunder’ was omitted by simple tracking and perhaps I am tracking the ‘wrong’ setting but there you have it, Australian is now getting into hot water by paid wall settings and fear mongering. So be it.

Have a great day today. It is time for some snoring if possible. Feeling a little tired today.

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August 1, 2025 · 04:58

The accusers

I saw a message fly past and it took me by surprise. It was CNBC (aka Capitalistically Nothing but Crap) and the accusation was ‘Microsoft and Amazon are hurting cloud competition, UK regulator finds’ (at https://www.cnbc.com/2025/07/31/uk-cma-cloud-ruling-microsoft-amazon.html) with “The regulator is concerned that certain cloud market practices are creating a “lock-in” effect where businesses are trapped into unfavorable contractual agreements.” So, that’s a thing now? The operative word is concerned. So, is this the way former Amazon UK boss, Doug Gurr, on an interim basis is showing the world that he released the chain and necktie from Amazon?

There is ‘some’ clustering and as the setting is advocated by some the score at present is “AWS holds approximately 29-31% market share, while Microsoft Azure has around 22-24%, and Google Cloud holds about 11.5-12%” The only surprising thing here is that Google is remarkably behind Microsoft by a little over 10%. Nothing to be worried about, but still the numbers set this out. The infuriating setting by the the CMA giving us “The CMA recommended a further investigation into Microsoft and Amazon under a strict new U.K. competition law to determine whether they have “strategic market status.” I am not ‘attacking’ the CMA, but as the old credence goes “Innovators create corporations, losers create hindrance for others” I suggest you take that as it goes. 

Yet there is more behind this all. Forbes gave us last week ‘Microsoft Can’t Keep EU Data Safe From US Authorities’ (at https://www.forbes.com/sites/emmawoollacott/2025/07/22/microsoft-cant-keep-eu-data-safe-from-us-authorities/) where we see “Microsoft has admitted that it can’t protect EU data from U.S. snooping. In sworn testimony before a French Senate inquiry into the role of public procurement in promoting digital sovereignty, Anton Carniaux, Microsoft France’s director of public and legal affairs, was asked whether he could guarantee that French citizen data would never be transmitted to U.S. authorities without explicit French authorization. And, he replied, “No, I cannot guarantee it.”” And this is how Microsoft faces a near death sentence by the American administration. So much so that Microsoft seemingly is creating a data centre solely for the EU. Julia Rone gave us last year (late 2024) “It has been well acknowledged that the European Union is falling behind the US and China when it comes to cloud computing because of its lack of technological capabilities. In a recently published article, however, I argue that there is another important and often overlooked reason for EU’s laggard status: the persistent disagreement between different EU member states, which have very different visions of EU cloud policy.” I take that at face value, as I am considering (through mere speculation) that these member states are connected to American stake holders in media trying to hinder the process, but that is another matter.

So as we see ““Microsoft has openly admitted what many have long known: under laws like the Cloud Act, US authorities can compel access to data held by American cloud providers, regardless of where that data physically resides. UK or EU servers make no difference when jurisdiction lies elsewhere, and local subsidiaries or ‘trusted’ partnerships don’t change that reality,” commented Mark Boost, CEO of cloud provider Civo.” It makes me wonder how America is different from the accusations that America threw in the face of Huawei. It is like the pot calling the kettle black. And this also gives wonder where the accusation against Amazon and Microsoft ends, because the cloud field is seemingly loaded with political players. They all see that data is the ultimate currency and America (as it is near broke) needs a lot of it to pay for the lifestyle they can no longer afford. In Europe the one that stands out (at least to me) is a firm I looked at in 2023 and it is growing rapidly. It is Swedish and not connected to any of the three and could become the largest in Europe. Its long-term vision involves operating eight hyper-scale data centers and three software development hubs across Europe by 2028, employing over 3,000 people. By 2030, the company aims to operate 10 hyper-scale data centers and employ over 10,000 people. There is too much focus on 2030, as I see it the American economy collapses on itself no later than 2028 and as I speculatively see it, it will drag Japan down with itself. That setting required a larger acceleration in both Europe and Asia as America will not play nice as per late 2026. At that point too many people will see where showboat America is heading too and the reefs in that area will be phenomenal. So, as I see it, the entire political swarm behind data centers and fictive AI will require a whole new range of management and I reckon that players like Amazon and Microsoft have never been dealt these cards before, so I shudder to think what will happen when it faces accusations from the EU, the CMA and others. This aligns with the accusation (from one source) giving us “An antitrust complaint filed by Google to the European Commission in September 2024, alleging that Microsoft’s licensing terms unfairly favor its own Azure cloud platform, making it difficult and expensive to use Microsoft software like Windows Server and Office on competing clouds.” I wonder, didn’t Microsoft played a similar game with gaming?

So whilst the infighting is going on on a continued setting, I wonder where Oracle will end up being? As I see it this is rather nice, but I am accusing myself at this point that we aren’t face with a tidal wave, but merely with 5 cups of tea all stating there is a storm happening and whilst the teacups are talking to each other and showing how bad the storm is, the reality is that it is not smooth sailing, but seemingly as close to it as possible. For that you need to see where Evroc is standing, where it is going and how fast it is achieving this. The second market is Oracle, how it is progressing and who it is partnered with (pretty much everyone) and these two elements show us that there are governmental captains stating that their pond is in a dreadful state (whilst presenting their cup of tea as a much larger pool then it is) the corporate captain stating there is a storm brewing, but absent of evidence and the media is flaming every storm it can so that they can get their digital dollars. But consider that Oracle is presenting good weathers and there are alternatives whilst the media actively avoid illuminating Evroc, with only TechCrunch giving us in March “Amid calls for sovereign EU tech stack, Evroc raises $55M to build a hyper-scale cloud in Europe” there were a few more and they are all technical places. The western media is largely absent as there are no digital dollars to be made here.

So consider what you see and try to see the larger picture, because there is a lot more, but some players don’t want you to see the whole image, it distorts their profit prediction. So did you see the little hidden snag? Where is Huawei cloud? Whilst this is going on ‘Huawei hosts conference on cloud technology in Egypt’ where we see that “the event drew more than 600 government officials, business leaders, and ecosystem partners from over 10 countries and regions”, as I see it, this is a classic approach to the “While two dogs are fighting for a bone, a third runs away with it” expression. So consider that part too please.

Have a great day.

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