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Oracle builds data centers with past technology and future debt, cure or poison?

An analysis says rapid AI chip upgrades are moving faster than data centre construction, highlighting a key risk in big AI infrastructure investment strategies. CNBC reported OpenAI revised parts of its Oracle-linked plan tied to the Stargate data centre near Abilene, Texas, and is considering larger systems elsewhere. Oracle called the report false. The company is using debt to fund data centres, while peers rely more on cash flow.