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Recent media reports about our data centers reflect a fundamental misunderstanding of how AI data centers are built and operated. Oracle’s AI data centers, both current and future, are designed to support liquid cooling, higher hardware density, and multiple generations of hardware from a range of vendors. In practical terms, upgrading hardware in an existing AI data center is similar to installing a new refrigerator in an existing home - the structure does not need to be rebuilt each time technology improves.
Our flagship Abilene site remains on schedule, with 200MW already operational. Any claim that the planned capacity at this site is delayed is inaccurate.
Oracle takes a rigorous and disciplined approach to aligning customer demand with investment in AI infrastructure before capital is committed. We continue to evaluate sites globally and work closely with our valued customers and partners to support growing demand for OCI.
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