# data center revenue — X 热门讨论 (2026-09-25 18:57 UTC)
## @aafusumi77 (aafusumi) · 09-25 10:40 · ♥30 ↻6 💬15 ORCL is the stock
I am watching with the 10Y yield back above 5%.
Oracle has a huge AI story behind it.
Its latest results showed cloud infrastructure revenue up 121% YoY and RPO reaching $664B.
But now comes the interesting part.
Oracle recently disclosed a force majeure notice linked to its New Mexico data center project because of potential power delays.
The stock fell around 4% after the news.
So I am not buying the dip yet. I did wait.
I want to see if ORCL can hold the recent lows while yields stay above 5%.
Biggest risk to the thesis: AI demand can stay strong but the cost of building all that infrastructure can still hurt the stock.
Not taking a position here. Just watching.
AI demand is one story. Funding that AI buildout is another.
@officialmudrex @Oracle https://x.com/aafusumi77/status/2103434361119048190
## @danieldbunn (Daniel Bunn) · 09-25 18:21 · ♥34 ↻3 💬1 No property tax revenue from that data center. > 引用 @TheStalwart: Google launching a datacenter into space next week https://t.co/WTtafEnZRC https://x.com/danieldbunn/status/2103550373793325129
## @lessin (sam lessin 🏴☠️) · 09-25 15:40 · ♥33 ↻0 💬4 This week's More or Less got heated. Jess said she'd rather send our kids to the military than to a16z's new university. Brit's take: the $35M 'school' is a marketing spend — top-of-funnel to sign founders before they're 19. I'm all for burning down broken higher ed, but an advisory page of Altman and Murati is not a substitute for education. Fight me.
Also: a Blackstone exec at The Information's AI summit got asked point blank who pays back all the data center debt. Answer: 'We don't know.' Not embarrassed. Just where we are in the cycle.
Jess nailed the deeper problem — the AGI trade is the St. Petersburg paradox. If you sell an infinite payout, there is no price you can't justify. Now the story is quietly becoming 'AGI is gradual'... conveniently after AGI clauses got written into billion-dollar agreements because deals were moving too fast to do anything else. Infinite demand ≠ infinite margins. Calculations aren't valuable just because you consume more of them.
Oh — and Mazzeo claims GLP-1 revenue now rivals AI revenue. Ep 168 is up. https://x.com/lessin/status/2103509936550654194
## @Ziven_io (Ziven) · 09-25 11:54 · ♥35 ↻0 💬0 .@CipherInc Extended Barber Lake data center lease to 20 years, raising contracted revenue from $3.8B to over $9B with a $5.2B 10-year commitment 🤝. Delivers Q4 2026-Q1 2027, with the company covering the first $359.3M of excess costs. $CIFR https://t.co/vGntHidjPf https://x.com/Ziven_io/status/2103452958096597308