Oracle’s $165 Billion AI Data Center Is Flashing a Warning Sign
Oracle’s $165 Billion AI Data Center Is Flashing a Warning Sign
Oracle stock fell more than 3 percent after delivering a force majeure notice to Blue Owl Capital’s unit that lets it delay payments.
BY PHIL ROSEN, CO-FOUNDER AND CEO, OPENING BELL MEDIA; CHIEF MARKET STRATEGIST, PROCAP FINANCIAL @PHILROSENN
One of the hyperscalers funding the AI boom wants the flexibility to delay payments on a $165 billion data center........
