Oracle is building yesterday's data centers with tomorrow's debt

I don't believe that Stargate is "yesterday's data center". It's being built in multiple phases and Oracle has access to Nvidia's roadmap. They know 200 kW/rack is coming. The newer phases could easily be built out to support Rubin and Feynman.

What happens to older datacenter GPUs? Do they have a second life somewhere outside of datacenters?

I could see Nvidia adding terms of sale requiring disposal rather than resale.

Is it possible that the supply of used GPUs available to home builders will somehow increase as the result of this?

This is general compute hardware as I understand it. It will not go unused no matter what happens. If new algorithms appear that reduce the number of calculations needed per token for an llm they are probably still good. It's not like silicon advances are accelerating.

If it's built in stages each state will have never variants of hardware I imagine.

The only thing that matters is stonk++

Perhaps oracle going bust can be the silver lining to an AI bubble bursting

to me, seems the page is gone. This could be a related item:

https://www.msn.com/en-us/money/general/as-oracle-plans-thou...

What the article did not mention is that oracle founder, executive chairman and biggest stockholder larry ellison is currently bankrolling his kid David's bid to monopolize the entire US news industry so that they are more friendly to Trump, Netanyahu and various other right wing ideologists.

David Ellison is fueling his buying spree with debt guaranteed by his dad's oracle shares. The various assets David has bought are already suffering losses of viewership because viewers are turned off by their new ideological slant.

Usually debt investors are not worried if the stock price is high. Debt has precedence over equity, so if the stock price is riding high, the CEO can always be convinced to print more shares to service the debt. The Oracle stock price has not been doing that hot lately, however. As the article said, it is 50% down. Still ORCL has 430 Billion market cap in comparison with 130 Billion of debt. It seems manageable. But stock prices can move very fast. Ironically, the war in Iran, which David's new news sources keep supporting is causing ORCL stock to go down which can bring down David's new media empire.

David just purchased Warner Bros for about 110. A lot of that (40 billion) is also guaranteed by daddy's ORCL shares. Warner Bros owns Comedy Central, which sadly has been one of Americas most dependable news sources.

The house of cards is still standing but its getting awfully wobbly.

Omg. Oracle taking greedy bad decisions with tax payer money? No way!