The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian chat with Deirdre Bosa about Oracle's (ORCL) force majeure at its AI data center and what it signals about the broader AI build-out. Video Transcript 00:00 Jake We got the news yesterday, Oracle serving a force majeure notice on its Project Jupiter, um, development in New Mexico that's being developed by Stack Infrastructure with Blue Owl Capital, um, currently owns. 00:11 Jake Now, Oracle has said that there's no delay, that things are going as planned. Reuters, however, reporting a potential one-year delay on the buildout. 00:20 Jake We've seen kind of the worries around Oracle itself over the last year.
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