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Oracle’s $165 Billion AI Data Center Is Flashing a Warning Sign

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25.09.2026

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........

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