Oracle Wants Protection If Its AI Data Center Is Delayed. Here's What That Changes for Investors.

Key Points Oracle sent Project Jupiter’s developer a force majeure notice that could let it defer payments if the New Mexico data center misses its 2028 target. Loans tied to Project Jupiter were quoted at 89 to 91 cents on the dollar as local opposition and regulatory hurdles added pressure. Oracle reported $7.4 billion in quarterly OCI revenue and $664 billion in RPO. 10 stocks we like better than Oracle › Bloomberg reported that Oracle (NYSE:ORCL) has sent a legal notice to the developer of its $X billion "Project Jupiter" AI data center campus scheduled to come online in 2028.