StocksMediumUpdated•Originally published 8 October 2026•Updated 8 October 2026•
1 min read
Oracle Shares Slide 5.5% on AI Data Center Pipeline Delays
Key Facts
1Oracle Corp shares declined Thursday following reports that OpenAI is generating significantly less annualized revenue than previously implied.
Oracle Corp shares fell 5.5% on Thursday following reports that the company plans to truck compressed natural gas to power its AI data centers. The decision stems from construction delays involving an Energy Transfer pipeline intended to supply the facilities.
The reliance on 'virtual pipelines' to maintain the schedule for Project Jupiter highlights significant logistical hurdles for Oracle's AI infrastructure expansion. Peer impact was noted as Bloom Energy shares tumbled 8%, while ORCL was trading at $135.66 on October 8, 2026, following the news.