More or Less Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
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Oct 10, 2025 This week explores Oracle's wobbly GPU rental margins and the market's jittery reaction. Predictions suggest AI workloads will surge despite uncertain profits. The cultural landscape features Google's minimalist trend, Taylor Swift's influence with a Google Easter egg, and the evolving world of Instagram ads shaping AI commerce. Additionally, a $150M acquisition of the Free Press raises discussions around media ownership and profile in the tech space. It's a whirlwind of insights and cultural tidbits.
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Data Centers Inflate GDP Without Clear ROI
- Massive GPU and data-center spending is inflating GDP growth without clear long-term profit signals.
- Sam Lessin warns workloads will rise but profits from that compute are unproven and uncertain.
Oracle GPU Margins Revealed A Profit Question
- Oracle's reported low GPU rental margins exposed the gap between revenue growth and sustainable profits.
- Jessica Lessin says markets reacted because investors crave concrete margin data amid AI hype.
GPUs Might Hold Value Longer Than Expected
- GPUs may depreciate slower than feared and retain value as long-term compute assets.
- Sam Lessin argues large GPU clusters will stay useful absent a major paradigm shift to tiny models or new hardware.
