logoalt Hacker News

kronayesterday at 10:18 PM8 repliesview on HN

They need to financially engineer a good looking quarter beforehand.

Perhaps Larry Ellison can cut them a nice quid pro quo for a few months to make OpenAI look profitable (like the SpaceX/Anthropic deal), although that's probably unlikely given the debt Oracle is taking on to build it's infra.


Replies

JumpCrisscrossyesterday at 10:58 PM

> like the SpaceX/Anthropic deal

I understand the scepticism around Google's deal with SpaceX, given the former holds a stake in the latter. But Anthropic buying SpaceX's compute doesn't have any related-party smell to it. That genuinely looks like SpaceX having cornered some valuable compute.

show 5 replies
anukinyesterday at 10:24 PM

You are forgetting the google space x deal too

show 1 reply
reactordevyesterday at 11:43 PM

You mean Oracle’s customers will face when their renewal bill includes infrastructure fees.

taneqyesterday at 10:58 PM

Just depreciate their server farms less this year to reduce losses. ;)

tsunamifuryyesterday at 10:57 PM

you mean the 50% of its company that was leveraged to purchase Paramount?

Eji1700yesterday at 10:50 PM

> They need to financially engineer a good looking quarter beforehand.

Eh given the quality of recent IPO proposals I think they can just say there's a couple zillion air molecules to turn into gold and be done with it.

SilverElfinyesterday at 11:09 PM

Anthropic basically did that by getting two months of free compute from SpaceX. As I recall, this is how they were able to claim that they were profitable. But in reality, they are only profitable for those two months.