KalshiOracle didn’t say this on their last earnings call, but they said it on 5 straight before that. The two companies’ partnership is still very much in the news. They just broke ground on their new "Barn" data center in Michigan this week. It's supposed to be the largest data center in MI both by physical size and power capacity. This is on top of their $300 billion contract that has OpenAI purchasing compute power from Oracle, plus Oracle is integrating OpenAI into their applications. It’s always important to do your own research, but this one feels like good value to me.
Oracle didn’t say this on their last earnings call, but they said it on 5 straight before that. The two companies’ partnership is still very much in the news. They just broke ground on their new "Barn" data center in Michigan this week. It's supposed to be the largest data center in MI both by physical size and power capacity. This is on top of their $300 billion contract that has OpenAI purchasing compute power from Oracle, plus Oracle is integrating OpenAI into their applications. It’s always important to do your own research, but this one feels like good value to me.