Disney Built ‘Jarvis’ and Oracle’s Pushing Data Centers Into 2028
Disney quietly rolled out internal AI tools including something called ‘Jarvis’ that’s agentic (meaning it does stuff on your behalf without asking for permission each time). Meanwhile, Oracle just slipped into the earnings call that they’re pushing some OpenAI data center completions from 2027 to 2028 because of labor and material shortages. Bloomberg called it: the AI boom is hitting the wall between digital speed and physical speed. Atoms don’t move like bits.
Why it matters: The bottleneck just shifted from model capability to infrastructure availability. Your data center, your models, your inference costs are all about to get weird. Start thinking about distributed inference and edge compute now, not in six months.
Source:
Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets | Fortune
“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”
Eva Roytburg
