"The tech giant filed its annual report late in June, and it includes a long list of ways its massive AI infrastructure bet could fail to pay off.
These risks include data centers taking longer to build than expected, supply chain problems, and potential increases in energy costs. Additionally, it said regulations around data security and the environment could also slow down the AI boom."
but other than that, Mrs Lincoln, how did you like the play?
this may not be just a worst case scenario for oracle. it might be a best case scenario too...