Reading up on Oracle
11 deep · digging since dec 18, 25
- setting up a Sun Ray server on OpenIndiana Hipster 2025.10 » catstret.ch
A step-by-step guide detailing how to successfully install and configure a Sun Ray server on OpenIndiana Hipster 2025.10 using a Proxmox VM, including manual patching and DTU firmware setup.
- OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term
OpenAI has abandoned building first-party Stargate data centers in favor of leasing compute from third parties like Oracle and Microsoft.
- How Larry Ellison’s Wealth Differs From Other Tech Billionaires - WSJ
Larry Ellison's $212.9 billion net worth is almost entirely in Oracle stock, which he pledges as collateral for personal loans to fund assets like superyachts and a Hawaiian island.
- Meta tells staff it will cut 10% of jobs
Meta announces a 10% workforce reduction, continuing a pattern of large tech layoffs amid economic uncertainty and AI-driven efficiency efforts.
- OpenAI Stargate: where the US sites stand
OpenAI's $500 billion Stargate project has seven US sites under construction totaling over 9 GW, with 0.3 GW already operational in Abilene, Texas.
- Oracle files H-1B visa petitions amid mass layoffs
Oracle filed H-1B visa petitions while laying off thousands of workers, stirring debate over the program's fairness and labor arbitrage.
- DSHR's Blog: Mind The GAAP Again
Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.
- The Other Leverage in Software & AI
AI disruption threatens to compress software revenue, putting at risk the $475 billion in BDC loans and highly-leveraged data-center debt built on that revenue's durability.
- Ask HN: Is it still worth pursuing a software startup?
Software startups remain viable if they solve genuine human problems and execute well, as big companies are slow to copy and AI enables faster iteration.
- The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
- The Squishy Number Behind the Rise and Fall of Oracle’s Stock - WSJ
Oracle's stock surge was driven by a spike in remaining performance obligations, a squishy metric investors now doubt amid AI sector circular-deal concerns.