Here's How Oracle's "Force Majeure" Changes the AI Data Center Thesis

Key Points Permits, power, and public protests are three barriers for any company that wants to build data centers. These obstacles increase the value of data center providers that have already constructed their sites or received approval for current projects. AI demand is going parabolic, and delays in AI data center constructions can increase the price per megawatt of available facilities. 10 stocks we like better than Oracle › Artificial intelligence (AI) stock investors recently learned a French term after Oracle (NYSE: ORCL) issued a "force majeure" notice to Blue Owl Capital (NYSE: OWL) regarding Oracle's $165 billion data center project.