Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Oracle stock plunges over 7% as OpenAI data-center timeline slips to 2028 — Why Oracle’s debt-funded AI expansion is raising red flags again and again

Oracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracles $300B AI build-out faces new ...
The Information

Oracle’s Data Centers For OpenAI Are Reportedly Delayed

Oracle has delayed the completion of some of the data centers it is developing for OpenAI to 2028 from 2027, according to a Bloomberg report. Oracle shares fell 5% Friday morning after already dipping ...
DatacenterDynamics

Oracle CEO moves to quell fears about debt needed for data center build-out after disappointing Q2 results

It is a far cry from the company’s last quarterly results, released in September, when news of a series of AI deals boosted ...

Michigan regulators blow past DTE Energy’s data center deadline

The Michigan Public Service Commission declined to take up DTE Energy’s power contracts for the Oracle and Open AI data center in Saline Township Friday, despite the utility’s statement that the ...

Oracle shares drop the most since 2001 on mounting AI spending

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

AI stocks sink on Broadcom, Oracle worries

Artificial intelligence related stocks fell sharply on Friday amid separate concerns about a group of the largest companies in the space. Read for more.