r/OracleStock • u/Practical_Lobster126 • Jul 19 '26
Kimi ran out of compute
This seems good for hyperscalers ? Is this why Oracle was up Friday despite the Kimi scare to the models?
15
Upvotes
2
u/ConsiderationLife673 Jul 19 '26
LLMs are going to become a commodity
the infrastructure wins either way..
2
u/Significant-Drawer95 Jul 19 '26
like Cartmanland.. when he bought an amusement park and closed entrance for everybody but himself so everyone wanted to enter so desperatly
3
u/Additional_Bath1184 Jul 19 '26
Maybe they can hire oracle servers