Thread regarding Dell Inc. layoffs

Does this hurt project Mav

Oracle is reportedly considering cutting up to 30,000 jobs as US banks pull back from financing its AI-driven data-centre projects, creating one of the largest potential layoffs in the technology sector in recent years. The move comes amid rising borrowing costs and mounting capital pressures linked to Oracle’s aggressive AI infrastructure expansion.

The company’s infrastructure commitments, estimated at around $156 billion, have prompted lenders to retreat, forcing Oracle to rethink its business strategy. Analysts suggest the workforce reduction could free $8–10 billion in cash, underscoring the financial strain of large-scale AI data-centre investments.

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Post ID: @OP+1kgj2y9gt

10 replies (most recent on top)

@OP you hit the nail on the head. The mainstream media will have you believe that all the workforce reductions are because of AI efficiencies. But they are not. They are a result of the increased cost of building out the AI infrastructure and nothing more.

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Post ID: @fs+1kgj2y9gt

Can't wait for May to see all the fireworks. This is going to be great entertainment.

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Post ID: @e1+1kgj2y9gt

@bm
As c2 mentioned, probably the latter.
In all communications we got so far, they've stressed multiple times that "the system won't be perfect from day 1", which sounds like they're sticking to May, even if it will barely be an MVP.

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Post ID: @cw+1kgj2y9gt

@ad I’m both impressed and horrified by your response.

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Post ID: @c6+1kgj2y9gt

@bm knowing dell's track record it will be the latter.

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Post ID: @c2+1kgj2y9gt

To some extent I think it will. Dell will still go full force ahead and JC will have a tantrum when it's NOT ready - again - in May, then get pushed back another quarter; and fire a lot of the lead engineers/managers/directors heavily involved with mav.

OR

He will demand a half finished project to be pushed out anyways, then blame employees for not knowing how to use a broken tool lol.

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Post ID: @bm+1kgj2y9gt

Probably, but do you think anything will change? Of course not.

They do what they always do; oversell and underdeliver.

My prediction:

  • The man with too small t-shirts will push to do it no matter what the state is.
  • Then blame people that actually worked their as--s off although they all knew it'll be a sh-t show.
  • Re-orgs will follow, without even knowing what they want to accomplish by doing them.
  • Last but not least they'll try to do yet another re-org to the issues the previous one caused.

By that time, people will not even remember what the issue was in the first place, and then rinse and repeat. Story as old as the company.

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Post ID: @ay+1kgj2y9gt

@ad

Youʼre describing the tension between flexibility and security. The U.S. labor market is
designed for adaptability and profit maximization, not necessarily for worker stability or long term societal resilience. It assumes that individuals can absorb and recover from shocks which is increasingly untrue for many workers. Things have and are still becoming more expensive.

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Post ID: @ak+1kgj2y9gt

I hope they fire all Orcl MVK employee, this is disaster project that pushed so many talents out of Dell it is not even funny!!!

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Post ID: @ac+1kgj2y9gt

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