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Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say

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.

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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。

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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