Globalan hour ago

$ORCL - ORACLE MOVES GAS BY TRUCKS TO AVOID DATA CENTER POWER DELAYS

ORACLE IS TRANSPORTING NATURAL GAS BY TRUCK TO POWER AI DATA CENTERS, BYPASSING PIPELINE DELAYS THREATENING ITS EXPANSION. ALREADY USED IN UTAH AND TEXAS, THE STRATEGY COULD EXTEND TO ITS MASSIVE 2.45-GW PROJECT JUPITER IN NEW MEXICO. HOWEVER, TRUCKED GAS COSTS ROUGHLY FOUR TIMES MORE THAN PIPELINE DELIVERIES, HIGHLIGHTING THE GROWING ENERGY CHALLENGES OF AI INFRASTRUCTURE. ...

AI Take

Neutral

트럭 운송으로 오라클의 AI 데이터센터 전력 공급 지연을 피할 수 있지만, 파이프라인 운송보다 높은 비용은 데이터센터 확장 비용 부담을 키울 수 있습니다.

#오라클#천연가스#데이터센터ORCL

View original

Sources (4)

TelegramMarket Feed02:00
RSSSeeking Alpha02:22
X@firstsquawk02:00
TelegramWalter Bloomberg02:00

Is this news bullish for the market?

0 votes

No comments yet