Oracle says "no delays to contractual commitments" on its OpenAI data centers. But that careful hedge reveals a structural problem in the $300B deal that credit markets have already priced in. Equity investors haven't caught up.
San Francisco | December 12 Sam Altman's memo about Gemini 3 triggered a ten-day sprint to ship GPT-5.2.
Trump signed an AI executive order he can't legally enforce. The real aim: intimidate states using $42B in broadband funding as leverage. Republican governors are already pushing back, exposing a deep fracture in the conservative coalition.
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