Oracle Hedges Against Stargate Data Center Delays, Exposing AI Infra Bottleneck
TansuYegen · x · 2026-09-25
Oracle has protected itself against possible construction delays at a huge Stargate data center. The lesson: AI infrastructure can't scale at software speed — land, electricity, financing, equipment and years of construction are hard constraints. The AI race may ultimately be limited by something surprisingly ordinary: how fast the physical world can keep up with the digital one.
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