Oracle invokes force majeure as blocked data centers hit $200 billion
generativist · x · 2026-09-27
Oracle has invoked force majeure on its delayed Project Jupiter data center in New Mexico, moving legally to stop supplier payments amid local opposition and regulatory setbacks.
- Blocked data center projects industry-wide total $64–200 billion depending on the count; The Information reports 500 data centers delayed this year
- Apollo warns that corporate debt fueling the AI boom is growing riskier on unproven AI revenue and costly construction delays
- Oracle stock is down 55% over the past year, an early warning signal for broader instability in the AI sector
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