Oracle Needs Data Centers, A.I. Does Not

Legacy software companies are scamming you that they are the foundation for A.I.

Who said the relational model is optimal for A.I.?

Who said the relational model fits most current business and government applications?

Well, nobody - but since about everyone uses relational database, there is this legacy movement to make legacy and A.I. a thing.

They aren’t.

A.I. is all about speed. A.I. is all about massive data volumes.

Oracle and other relational database technologies are about neither - we regularly run into databases “too big for Oracle.”

Thus, Oracle, Microsoft, Palantir and so many of the legacy big tech companies need huge, massive data centers. Here’s a video of how that problem came about:

https://rumble.com/v6g8u6a-sustainable-computing-is-here.html

Oracle, Palantir and other legacy big data center vendors are scamming the press that the future is massive energy-consuming data centers. That’s because they need them - we don’t.

They are public companies and their valuations depend on people who do not know better buying their stock - for their over-40 year old technology.

Remember, these tech dinosaurs use a tech tech stack Gartner - the undisputed authority on tech futures, said is obsolete in 2025.

Well, if you haven’t noticed, it’s 2025.

Many get their tech news from people with zero connection to the real work in A.I.

For instance, on Fox News the ridiculous Charles Payne spent a full segment this past week interviewing people saying invest in data centers. How the hell would he know?

Tech press is not incisive, it is reflective.

Tech reporters, like political reporters, reflect the conventional wisdom of the crowd. The crowd hears the Oracle and Microsoft CEO say they are building data centers from coast to coast - so they parrot the same thing.

If you are a tech innovator, you do not have the time to pitch knuckleheads like Payne - who sells a stock trading system that cannot beat the S&P ETFs, - because you are too busy going to market.

Oracle, Palantir and Microsoft are cash rich at the end of a long run with millions to pay to flacks to educate someone like Payne about what is not going to be the future.

None of these companies innovated in decades.

Take a deep look at their tech stack and underneath it’s 1980s with larger computer footprints and lots of analytics on top - and so cumbersome and slow they crave those data centers.

What they miss is data centers coast to coast as a thought is hitting the headwinds of people saying “no” to unbounded energy consumption.

What many miss is there is a victim in this story.

If Oracle, Palantir and Microsoft win the argument about building data centers - they force the electric utilities to build power plants. Those investments take 5-7 years and cost billions of dollars before the first watt is produced.

The victim side is that those power plants become “stranded assets” when newer technologies - Fractal for instance, and others - make those data centers obsolete.

You can turn those data centers into storage facilities.

Tough for Charles Payne’s investors - but their costs in energy consumption were built into electric rates in dozen of states - and the rate payers are on the hook for decades.

Then there is the lost farmland. The beautiful Virginia hillside communities polluted with hundreds of acres of ugly solar arrays - lost forever.

The reason this story will have an ending Charles Payne types will never predict is that the amount of A.I. compute on the way is beyond any amount of data center construction. It’s like giving every American an electric car - great idea - but the power grid cannot get there for 20 years, if ever.

So alternatives are being pushed forward as never before and one of them is reducing I/O to the point of eliminating the need for data centers altogether.

That is the future and here on this Substack you are going to get a front row seat to see it - and we aren’t selling you a useless stock trading system.

Here is a video this week with Wayne Allen Root: https://drive.google.com/file/d/1ol-Mh0Tp6FVCOuBTLIbiPSWvkm1aQ65D/view

FractalComputing Substack is a newsletter about the journey of taking a massively disruptive technology to market. We envision a book about our journey so each post is a way to capture some fun events.

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