> Nvidia's "rack scale" machines like GB200-NVL72s and GB300-NVL72s are basically a fully built rack you roll into a DC and plug into power and network. In that case, Oracle should probably just buy the rack-scale Vera Rubins when they come out instead of Blackwells and roll them into their new DCs.
This is what I don't understand. Why is the article making the assumption that the DC itself is tied to a particular GPU generation? AWS doesn't knock down a building and start over every time Intel releases a new Xeon.
> a CTO of a F100 company explicitly state that whether AI is driving efficiency or not, the capital investment, and more importantly, the promises of efficiency to investors will mean some people will be let go
That seems like an insane gamble to me. Lay off all the workers now and hope that AI can deliver on its promise to replace them some time in the indeterminate future.