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News 2026-09-25 17:08 UTC

Oracle freakout exposes fragile data center boom

By Stephen GandelThe software giant's search for relief from a commitment to a server farm has rattled AI lenders. It underscores how construction depends on a few deep-pocketed tech giants. If more waver, expectations of AI labs producing $400 bln of revenue by 2030 will prove too optimistic.Full…