Oracle’s ‘force majeure’ notice raises questions about the company’s ability to deliver on AI data centers

Oracle’s move to protect itself against a potential delay for its flagship AI data center project has Wall Street questioning whether the company can deliver the capacity needed to support its AI business.

Oracle sent a force majeure notice to Stack Infrastructure, the Blue Owl Capital-owned developer of Project Jupiter, a planned AI data center in New Mexico. Such notices can allow companies to suspend some contractual obligations when events outside their control disrupt a project. Bloomberg earlier reported on the notice.

Oracle said the project remains on schedule .

“Force-majeure notices are commonplace in developments of this scale and…

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