Oracle's Force Majeure Notice on Data Center Project Shakes AI Financing

Oracle issued a force majeure notice for Project Jupiter, a New Mexico data center campus developed by Blue Owl's STACK Infrastructure to support OpenAI, facing a one-year delay. The move unsettled the trillion-dollar AI infrastructure financing market, with Oracle and Blue Owl shares falling over 3.5%. Lenders and investors are growing more cautious about the sector's rapid expansion.