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Oracle and Blue Owl Project Delay Expected to Trigger Ripple Effects in AI Financing Market

On September 25, several bankers and investors indicated that Oracle's protective measures against potential delays in a large data center project in New Mexico have sent chills through the trillion-dollar artificial intelligence (AI) infrastructure financing market. Oracle has issued a force majeure notice regarding the 'Jupiter Project.' Blue Owl stated that this notice has not altered the commitments of the parties involved in the project. Nevertheless, this incident has resonated in discussions about financing other planned data centers, including SB Energy's development of a data center park for OpenAI in Ohio, USA; a person close to its financing revealed that SB Energy has decided to postpone its IPO this week.

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