2025-12-30 23:28:47

Big tech is laying out serious cash for data center infrastructure. We're talking $569 billion in operating lease commitments lined up—that's a massive 53% jump from last quarter, nearly $200 billion QoQ growth. Oracle's been the heavyweight here, single-handedly pushing the needle with $148 billion in fresh lease obligations added in Q3 alone. This kind of capital deployment tells you something about where compute resources are heading: cloud infrastructure, AI workloads, and by extension, the backbone systems supporting the broader digital economy. When you see moves like this, it's worth paying attention to what's actually fueling demand at this scale.

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notSatoshi1971

· 7h ago

Oracle's move is really fierce, pouring 148b directly in. --- AI is burning money like crazy. Who will be the last to survive? --- 569b? Oh my god, how many years would it take to break even? --- Big companies are betting on AI. Win the bet and it's the future; lose and it's waiting for death. --- Hardware infrastructure is so expensive to build, small players have no way out. --- Bitcoin doesn't even attract this much money; AI data centers can directly outperform. --- If I had this money, what could I do? Haha. --- Oracle is making a big move; other cloud providers must keep up, or they'll be finished. --- It feels like a capital arms race. Whoever drops out first loses. --- A 53% increase—this is no longer a routine operation.

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SandwichTrader

· 7h ago

Oracle's guy is really fierce, smashing 148 billion in Q3 --- A commitment of 569 billion, this must be an insanely crazy AI arms race --- Basically, big companies are betting on AI, putting all in on data centers --- Quarter-over-quarter growth of 20 billion? This growth rate is outrageous, but it seems to keep pushing upward --- Looking at this trend, the gap in AI chips must be huge, no wonder Nvidia is so valuable --- Oracle single-handedly supports most of the load, what about other tech companies? Why are they so low-key? --- The competition for computing resources is the competition of the future; whoever has more data centers wins --- Investing so much money, there must be a payback period, or is it just burning money to follow the trend? --- Really? A quarterly growth rate of 53%? That's unsustainable --- Big companies are competing in data centers, small startups can only look on with envy

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FreeRider

· 7h ago

5.69 trillion data center leasing commitments, Oracle alone secures 14.8 billion... This is a bet on AI. --- That's it, it's that simple. Big companies throwing money around never goes wrong. --- A 53% quarter-over-quarter growth, truly crazy. Oracle's move is indeed brilliant. --- Everyone is competing for computing power. Whoever has the chips is the boss, right? --- 2 trillion quarter-over-quarter growth... How big does this bubble have to be to support it? --- The core is still AI. Just look at the data to see which way the wind is blowing.

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NftBankruptcyClub

· 7h ago

orCLe directly invests 148 billion, this is true all-in... Speaking of AI infrastructure, if you haven't kept up with this wave, you'll be left behind.

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HappyToBeDumped

· 7h ago

Oracle's move... really outrageous, 148 billion in one quarter? How many mines does that take to burn? --- The 569 billion lease commitment feels like money is all piling into AI, waiting to be harvested. --- Big companies are疯狂 investing in data centers, what does that mean? The AI arms race has already heated up. --- This growth rate is terrifying... a 53% increase, it feels like the bubble is also inflating. --- Oracle alone handled 148 billion, what are other tech giants doing? --- This is true capital-driven growth; whoever has more computing power wins. --- A quarterly growth of 200 billion, the numbers seem almost magical... can this continue?

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