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Oracle’s $300B AI Bet Becomes Bubble Barometer
Oracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not to be ...
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Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar
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Oracle's largest data center partner walks, source says | REUTERS
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Oracle still a great company, stock just got ahead of itself: Ariel Investments' Charles Bobrinskoy
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