Oracle’s $300B AI Bet Becomes Bubble Barometer

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Oracle’s $300B AI Bet Becomes Bubble Barometer Oracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not to be identified discussing private schedules. Oracle has been working to deliver on a $300 billion contract to supply the computing power necessary to train and run OpenAI’s models since it was inked this summer. Even with the delays, the timelines for the projects in the US remain ambitious for sites that are set to become some of the largest in the world. Brody Ford discusses his reporting on Oracle's position at the center of the AI book on Bloomberg Businessweek Daily. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: Follow us on X: Subscribe to our Podcasts: Bloomberg Daybreak: Bloomberg Surveillance: Bloomberg Intelligence: Balance of Power: Bloomberg Businessweek: Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: Android Auto: Visit our YouTube channels: Bloomberg Podcasts: Bloomberg Television: Bloomberg Originals: Quicktake:
  2025/12/12      youtube
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