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Oracle, Blue Owl project delay sends ripples through AI financing, sources say
Source: reuters.com
Artificial IntelligenceCredit & Bond MarketsInfrastructure & DefenseInvestor Sentiment & Positioning
Oracle moved to protect itself against potential delays at Blue Owl's massive New Mexico data-center project, unsettling bankers and investors involved in AI-infrastructure financing. The development has raised concerns over execution and financing risks in the roughly $1 trillion AI infrastructure market.
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