Oracle-Blue Owl project delay puts spotlight on AI financing - report

[Blue Data Center Server Racks Corridor With Lights] Nikada Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) has invoked force majeure over potential delays at a major data center project developed by Blue Owl Capital (OWL [https://seekingalpha.com/symbol/OWL]) in New Mexico, putting fresh pressure on the financing model behind the rapid expansion of AI infrastructure. The notice relates to Project Jupiter, a data center campus that Blue Owl Capital (OWL [https://seekingalpha.com/symbol/OWL])'s STACK Infrastructure is developing to support OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]).