The data center boom in the U.S. has largely been tied to the growth prospects of two companies — Anthropic and OpenAI — and the seemingly unending demand for their models and services. Now Wall Street is weighing what a potential slowdown in model development could mean across the industry. Oracle has undergone a huge transformation over the past 18 months to capitalize on the artificial intelligence opportunity, laying off employees in slower-growth areas while pouring billions of dollars into compute and data centers.
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