Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say消息人士称,Oracle和Blue Owl项目延期分析,对人工智能融资领域造成冲击。
NEW YORK, Sept 24 (Reuters) - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar market for AI infrastructure financing, according to interviews with bankers and investors.

The Oracle logo is shown on an office building in Irvine, California, U.S. June 28, 2018. REUTERS/Mike Blake
NEW YORK, Sept 24 (Reuters) - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar market for AI infrastructure financing, according to interviews with bankers and investors.
Oracleissued a forcemajeure notice in connection with Jupiter, a data center campus Blue Owl unit STACK Infrastructure is building to support OpenAI, the latest setback for a sectorwhere lenders and investors are growing more cautious about financing the industry's breakneck expansion.
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2018年6月28日,美国加利福尼亚州尔湾市,一座办公楼上展示着甲骨文公司的标志。(路透社/迈克·布莱克摄)
纽约,9 月 24 日(路透社)——据银行家和投资者的采访显示,甲骨文公司为保护自身免受 Blue Owl 在新墨西哥州开发的大型数据中心项目可能出现的延误而采取的行动,给万亿美元的人工智能基础设施融资市场带来了寒意。
Oracle就Jupiter数据中心园区(Blue Owl旗下STACK Infrastructure正在建设,旨在支持OpenAI)发布了不可抗力通知。对于贷款人和投资者而言,这无疑是该行业遭遇的最新挫折,因为他们对为该行业飞速扩张提供融资的态度越来越谨慎。
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