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More questions than answers around Trump’s Stargate AI plans
“Leasing has always been the preference over building its own. Oracle has recently increased its focus on cloud services and ramped up its capex, but I’ve not seen evidence that the strategy of leasing rather than building has changed,” said John Dinsdale, chief analyst and research director for Synergy Research Group. Ellison appears to be taking the lead in this effort, and he’s the wrong one for this role, argues Rob Enderle, principal analyst with…
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