TRUE, BUTScope Swap
Right demand, wrong batch
Oracle answered with a 20% renewal premium from a different batch of capacity, and nobody has said who takes Microsoft's share.
“Demand for Oracle's AI cloud remains strong, including for older GPUs, as Microsoft winds down its deal to rent Oracle capacity.”
14 receipts3 support2 refute9 context
Bloomberg, via Reuters, says Microsoft declined to renew and has been switching capacity off.
There’s more to this story.
Membership opens the full investigation, the strongest counterargument and what to do with what you’ve learned.
30 days free, then A$89 a year. Payment card required. Cancel before the trial ends to avoid the first charge.
Start free trial →- At sign-up: 30 days free. Payment card required. One introductory trial per customer.
- Your trial ends 30 days after you start. Unless you cancel before then in Account → Manage subscription, we charge A$89 for the first year. It renews automatically at A$89/yr until cancelled.
- You can ask for a full refund within 14 days after any annual payment, renewals included, with no reason needed, by emailing [email protected]. This voluntary refund does not limit your rights under the Australian Consumer Law.
By starting your trial, you agree to the Terms.
Inferno Tech Pty Ltd t/a BS Killer, ABN 27 647 413 474
Get tomorrow’s check free by email.
Couldn't check your access. That's on us.
The trick has a name
We call it Scope Swap: applies to far less than it sounds like. You'll see it again. Learn to spot it →
