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Hello and welcome to this week's Better Offline monologue.

I'm your host, Ed Zittron.

Better offline.

Forgive me if I sound a little congested. I'm sick. I promise I'm resting up, but this is an important one. Today I'm going to talk to you about something I'm brewing over in my premium newsletter.

It will be out later today, but this is information you need to know and don't need to cough up money to find out.

There'll be more details, but you're going to get a lot today.

So I want to be very clear about something.

For Open AI to be able to pay the deals it is signed with all of these different companies,

Amazon, Microsoft, Corweave, Cerebrus and Oracle,

it will have to be 10 to 15 times its current revenue and have

raised at least another $150 billion. If it fails, Oracle will run out of money and not be able to pay

its debts and probably shut down. And I know that sounds insane because Oracle is so large

and has been around for so long. But let me explain.

Oracle is building around 7.1 gigawatts of data center capacity for open AI, with the majority

of it looking like it will be finished somewhere towards the end of 2028, an absolute best,

if not the end of 2029 or 2030, if it ever gets built. Stargate Abilene, the only one of

them anywhere near completion,

starred in the middle of 2024, sits two years into construction at two buildings and around

200 megawatts of capacity out of the eight that are being built. Eight buildings, I mean.

...