this post was submitted on 08 Mar 2026
54 points (96.6% liked)

Technology

42449 readers
357 users here now

A nice place to discuss rumors, happenings, innovations, and challenges in the technology sphere. We also welcome discussions on the intersections of technology and society. If it’s technological news or discussion of technology, it probably belongs here.

Remember the overriding ethos on Beehaw: Be(e) Nice. Each user you encounter here is a person, and should be treated with kindness (even if they’re wrong, or use a Linux distro you don’t like). Personal attacks will not be tolerated.

Subcommunities on Beehaw:


This community's icon was made by Aaron Schneider, under the CC-BY-NC-SA 4.0 license.

founded 4 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
[–] orca@orcas.enjoying.yachts 22 points 2 days ago (1 children)

The AI bubble is getting ready to burst.

The desperation here lmao

As part of its strategy, Oracle has begun requiring clients to help build infrastructure, per the CIO report, citing TD Cowen. This effectively translates to asking clients to shoulder part of the cost, according to the investment bank.

[–] GammaGames@beehaw.org 8 points 2 days ago (2 children)

It is also exploring an arrangement called “bring your own chip” (BYOC), where new customers will be required to supply their own hardware, shifting capital requirements off Oracle’s books.

Does anyone else do this? I could see a smaller data center needing it, but hardware management is something I thought was a perk of going with a huge company

[–] p03locke@lemmy.dbzer0.com 7 points 2 days ago (1 children)

I don't understand why Oracle or the reporter tried to invent a new term for this. This is literally "colocation", a term so ubiquitous that the industry typically shortens it to "colo".

[–] orca@orcas.enjoying.yachts 3 points 2 days ago

Yeah, I used to manage a colocated Apache server back in the mid 2000s.

[–] Midnitte@beehaw.org 4 points 2 days ago (1 children)

I think they usually just refer to this as on premise management? Like, its your server but an outside company manages everything for you

[–] GammaGames@beehaw.org 0 points 2 days ago (1 children)
[–] Midnitte@beehaw.org 1 points 2 days ago (1 children)

Leave it to Oracle to advertise it as something completely new and innovative.

[–] definitemaybe@lemmy.ca 3 points 1 day ago

I didn't look into it in detail, but might this be more specific to RAM/video cards? With costs of those components skyrocketing, whoever is committing to buying those is going to have a hard time forecasting.

So maybe they're offloading that risk? Kinda like a futures contract, but for computer chips.