Oracle Flags Fresh Risk for Massive AI Project

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is taking steps to protect itself financially if a massive New Mexico data center is delayed, sending a force majeure notice to the project's developer as concerns build around the execution risks behind the AI infrastructure boom. The notice does not necessarily mean the project is in trouble, but it highlights how schedule slippage at multibillion-dollar facilities can ripple across tenants, lenders and suppliers. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart The facility, known as Project Jupiter, is being developed by Stack Infrastructure, a portfolio company of Blue Owl Capital.