OpenAI executives pivot on expanding Stargate to put capacity in other locations
Open AAI reportedly [music] will not be expanding its data center deal with Oracle that has shares down 3% today. Dear Jabosa has more in today's tech check. Dearra.Hey Kelly. So OpenAI executives they're saying that they're instead choosing to put additional capacity into other locations because it turns out the chip cycle moves faster than data center concrete drives. And Oracle is finding that out the hard way.A source familiar with OpenAI thinking tells me that the calculus was straightforward. the comp ...