Stargate, as it stands, will kill Oracle, outside of OpenAI becoming the literal most-profitable and highest-revenue-generating company of all time within the next two years. Even then, by the time that Abilene is built, its 450,000 GB200 GPUs will be two-years-old, and entirely obsolete far before its debts are repaid. A similar fate awaits whatever GPUs are put in the other Stargate data centers.

https://www.wheresyoured.at/how-openai-kills-oracle/