I think the hyperscalers are smart enough to not let Oracle be their landlord.

throwa356262 · 2026-07-14T17:34:10 1784050450

Are they?

Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.

monocasa · 2026-07-14T18:53:08 1784055188

Anthropic isn't a hyperscaler, but instead a hyperscaler customer.

And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).