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Applied AI·July 1, 2026·1 min read

Oracle’s Data Center Warning Is a Worst-Case Scenario for the Whole AI Boom

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When a hyperscale cloud provider publicly outlines how its AI data center bets could backfire, that’s a signal that power, permitting, and demand risk are now board-level topics. If your roadmap assumes infinite GPU and cheap energy, you need a downside scenario in your 2026–2028 plans.