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Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says
Source: Bloomberg
Artificial IntelligenceCredit & Bond MarketsCompany Fundamentals
Oracle's force majeure notice involving a massive New Mexico data-center developer is prompting renewed scrutiny of loan and lease agreements tied to AI infrastructure projects. Morgan Stanley said the development adds financing risk for companies seeking debt-market funding for the AI buildout, potentially raising lender caution and funding hurdles.
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