StocksMedium•24 September 2026•
1 min read
Oracle Data Center Delay Sparks Concerns in AI Infrastructure Financing Market
Key Facts
1Oracle moved to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico.
2The project delay has caused concern across the trillion-dollar market for AI infrastructure financing.
Oracle Corporation has moved to protect itself against potential delays at a massive data center project in New Mexico developed by Blue Owl. Reuters reported that the delay has caused concern across the trillion-dollar market for AI infrastructure financing, signaling risks to lenders and investors in the capital-intensive build-out.
The project issues highlight growing operational risks in the data center sector that could impact broader AI infrastructure debt markets. ORCL was trading at $138.72 on September 24, 2026, with a session high of $139.3 and a session low of $133.48.