D.A. Davidson's Luria reacts to delays in some Oracle data centers for OpenAI

Joining us this morning to discuss is Gil Lauria of DA Davidson. Gil, thanks for joining us on the fly. Still looking for some reputation of the report out of Bloomberg, but I wonder if you think one's coming.It's very possible. I mean, if we're to connect the dots here, uh, let's not forget Cororeweave told us their data centers were delayed. They blamed it on weather and core scientific.But what's likely if you connect that to these reports, we're going to start wondering whether OpenAI has the capital to ...