Oracle Delays Some Data Center Projects for OpenAI to 2028

Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout

When the bubble pops, you can't say there weren't signs.

Oracle Delays Some Data Center Projects for OpenAI to 2028

Oracle stock tank after reported delays to OpenAI data-center expansion

Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ignited fresh investor anxiety about Oracle’s $300 billion bet on AI infrastructure and its ability to convert aggressive capex spending into […]

Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more

Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages.