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The Dispatch

AI · Agents · Trading · Automation — curated by MIIA

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Tue · February 31 article

Oracle warns of profit delays due to NVIDIA-OpenAI dispute until 2029

Oracle plans to fund $50 billion for AI infrastructure linked to a $300 billion contract with OpenAI, which is not yet profitable; the dependence between NVIDIA, Oracle, and OpenAI creates a fragile financial chain with high systemic risk. https://tinyurl.com/3wyjjwha

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