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Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

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Kierra | Data Conversationalist🎙

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179,135 görüntüleme • 11 ay önce •via X (Twitter)

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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.
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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.

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Want to become a Data Center Technician? ⚡ These certs can get you hired fast: • CompTIA A+ • CompTIA Server+ • CompTIA Network+ •Cisco Certified Support Technician (CCST) Networking • Cisco Certified Network Associate (CCNA) • Oracle Cloud Infrastructure Foundations Associate • Schneider Electric Data Center Certified Associate (DCCA) Get 2–3 of these and you’ll have a strong entry into the data center industry 🚀
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Want to become a Data Center Technician? ⚡ These certs can get you hired fast: • CompTIA A+ • CompTIA Server+ • CompTIA Network+ •Cisco Certified Support Technician (CCST) Networking • Cisco Certified Network Associate (CCNA) • Oracle Cloud Infrastructure Foundations Associate • Schneider Electric Data Center Certified Associate (DCCA) Get 2–3 of these and you’ll have a strong entry into the data center industry 🚀

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In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)
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In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

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Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:
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Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

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The solution to oracle extractable value is here! 🎉 🚀 @OEVNetwork is officially live and integrated with the API3 Oracle Stack. Every lending protocol, on every API3 supported chain, now has a built-in solution to recapture protocol MEV. It pays to upgrade your oracle. 🪙
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The solution to oracle extractable value is here! 🎉 🚀 @OEVNetwork is officially live and integrated with the API3 Oracle Stack. Every lending protocol, on every API3 supported chain, now has a built-in solution to recapture protocol MEV. It pays to upgrade your oracle. 🪙

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Oracle shares surged after the company raised its annual revenue forecast, driven by strong demand for its AI-related cloud services

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Lagrange has joined the Oracle Partner Network to bring verifiable AI to defense, aerospace, and government systems. As a part of the network, we’re building DeepProve-powered use cases on Oracle Cloud Infrastructure (OCI) sovereign and mission-cloud solutions. Learn more: 🧵
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Lagrange has joined the Oracle Partner Network to bring verifiable AI to defense, aerospace, and government systems. As a part of the network, we’re building DeepProve-powered use cases on Oracle Cloud Infrastructure (OCI) sovereign and mission-cloud solutions. Learn more: 🧵

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Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.
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Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

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Surreal Cloud beta is live! Build real-time apps faster—start for free. 👉 When you’re ready to take the next step and need something extra, use code WELCOME25 to receive $25.00 in Cloud credits. Don’t delay, expires on January 31st 2025.
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Surreal Cloud beta is live! Build real-time apps faster—start for free. 👉 When you’re ready to take the next step and need something extra, use code WELCOME25 to receive $25.00 in Cloud credits. Don’t delay, expires on January 31st 2025.

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IMPORTANT ANNOUNCEMENT ! I'm thrilled to announce that my 2-in-1 album, "Oracle" and "Everlasting", is now available for purchase in Audio CD format, from the stable of Afeezco Films International, in conjunction with RIA entertainment. Having surpass 1 MILLION streams on Audiomack and other music platforms, I'm excited to offer my fans the opportunity to own a physical copy of this iconic album. And also, I'd like to extend my heartfelt gratitude to each and every one of you for streaming "Oracle" and "Everlasting" since its release in December last year. Your unwavering support means the world to me! Get your Audio CD copy now and experience the magic of "Oracle" and "Everlasting" in a whole new way. Thank you for being an incredible fanbase!
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IMPORTANT ANNOUNCEMENT ! I'm thrilled to announce that my 2-in-1 album, "Oracle" and "Everlasting", is now available for purchase in Audio CD format, from the stable of Afeezco Films International, in conjunction with RIA entertainment. Having surpass 1 MILLION streams on Audiomack and other music platforms, I'm excited to offer my fans the opportunity to own a physical copy of this iconic album. And also, I'd like to extend my heartfelt gratitude to each and every one of you for streaming "Oracle" and "Everlasting" since its release in December last year. Your unwavering support means the world to me! Get your Audio CD copy now and experience the magic of "Oracle" and "Everlasting" in a whole new way. Thank you for being an incredible fanbase!

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The OSI Model is like a map for how data moves across networks. While some argue that it's out of date, if you are studying for the Net+ or CCENT certs, you should still understand how it works.
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Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.
1:44

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

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Sync your Stripe data with *more* data storage services. Stripe Data Pipeline now supports Amazon Web Services S3, Microsoft Azure Blob Storage, and Google Cloud Storage (in addition to Amazon Web Services Redshift and @snowflakedb). Centralize reporting with no code:
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Sync your Stripe data with *more* data storage services. Stripe Data Pipeline now supports Amazon Web Services S3, Microsoft Azure Blob Storage, and Google Cloud Storage (in addition to Amazon Web Services Redshift and @snowflakedb). Centralize reporting with no code:

Stripe

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“You can’t have a perps DEX without an oracle.” @megaeth_labs is the real-time blockchain, and RedStone is its oracle partner, delivering real-time data every 2.4 milliseconds. A big thank you to Kevin Kap from not hersch for highlighting why RedStone oracles are crucial to the viability of perps infrastructure.
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“You can’t have a perps DEX without an oracle.” @megaeth_labs is the real-time blockchain, and RedStone is its oracle partner, delivering real-time data every 2.4 milliseconds. A big thank you to Kevin Kap from not hersch for highlighting why RedStone oracles are crucial to the viability of perps infrastructure.

RedStone ♦️

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