… Taken together, these moves suggest the space-based AI infrastructure race is no longer just a Musk moonshot — it may be the start of a much broader orbital data center boom, or even an early-stage bubble. …
… Oracle’s stock price also reacts to assorted and sundry industry events, providing a bellwether about the AI revolution — or the AI bubble, depending on how you view it. …
… It feels like the pressure around the bubble — the race to win, to pay off all this investment, to emerge as the winner, to IPO — has changed a lot of attitudes. It certainly created more pressure on Sam and OpenAI. We published a story this week just about the vibes of OpenAI. …
… Fair enough. Let me ask you about the other race condition, because again, I think it would be great if everything was certified and everything was safe. …