Oracle’s Data Center Warning Is a Worst-Case Scenario for the Whole AI Boom

What could go wrong?  According to Oracles financial statements (via Gizmodo):

overbuilding, customer defaults, excess leases, stranded capacity, credit risk, power shortages, GPU shortages, site shortages, permitting delays, construction delays, contractor failures, zoning fights, environmental rules, water limits, grid strain, fixed-price contracts, volatile power costs, supplier delays, shipping disruptions, tariff shocks, export controls, geopolitical instability, obsolete hardware, service outages, security flaws, AI errors, biased outputs, copyright exposure, privacy risks, patchwork regulation, compute restrictions, cross-border limits, weak adoption, competitor advances, legal liability, and reputational damage

Oracle’s Data Center Warning Is a Worst-Case Scenario for the Whole AI Boom

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