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Blue Owl Won't Back $10 Billion Oracle Data Center Deal

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 · 1d · on MSN
Oracle says Michigan data center project talks on track without Blue Owl
The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and OpenAI.

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TipRanks on MSN · 1d
Oracle stock (ORCL) slides as Blue Owl reportedly pulls out of $10B data center project
 · 1d · on MSN
Oracle Says Blue Owl Not in Michigan Deal, Talks on Track
 · 1d
FirstFT: Oracle’s $10bn Michigan data centre dealt a setback
Oracle’s largest data centre partner Blue Owl Capital will not back a $10bn deal for its next facility, as the software group faces increased concerns about its rising debt and AI spending.

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 · 1d
Oracle's largest data center partner walks, source says; shares fall
 · 1d
Oracle's AI data-center woes are dragging the entire stock market lower
 · 1d
Blue Owl Won’t Back $10 Billion Oracle Data Center Deal: FT
But right now, I think Oracle CDS spreads clearly show that there is concern around the level of debt that they plan to take when it comes to building this infrastructure.

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 · 1d
US tech stocks slide as Oracle data centre setback reignites AI concerns
 · 1d
Oracle Stock Falls After Report on AI Data-Center Funding Talks
4d

We Visited OpenAI and Oracle’s Project Stargate: Here’s What We Saw

Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and personal with one of the most talked-about data centers in the world – Stargate.
Nasdaq
11mon

Atlas Salt Selects Oracle for Project Management Optimization

ST JOHN'S, NL / ACCESSWIRE / January 14, 2025 / Atlas Salt Inc. ("Atlas Salt" or the "Company") (TSXV:SALT)(OTCQB:REMRF) is working with Oracle Corporation and deploying Oracle's suite of project and financial management solutions in support of the ...
Kiplinger
10mon

Oracle Stock Surges on Trump's Stargate Project

Oracle stock is higher Wednesday after President Trump announced the $500 billion AI-focused Stargate Project. Here's what you need to know. Oracle (ORCL) stock is surging in Wednesday after President Donald Trump unveiled The Stargate Project, which will ...
1d

Why Oracle stock is crashing over 4% today

Shares of Oracle fell sharply on Wednesday after a report raised fresh questions about financing for one of the company’s flagship artificial intelligence infrastructure projects.
Benzinga.com
11mon

Oracle's AI Moonshot: Why Project Stargate Could Propel ORCL Stock Higher

Oracle has been aggressively expanding its AI and cloud offerings, positioning itself as a critical infrastructure provider for generative AI workloads. Project Stargate validates that strategy, giving Oracle direct government-backed investment and ...
Fast Company
11mon

Stargate AI project news sends Oracle and SoftBank stock prices soaring

Software giant Oracle and Japan’s SoftBank Group saw their share prices rise by double digits on Wednesday morning. The boost came in the wake of an announcement yesterday by President Trump that the firms will be part of a joint venture meant to create ...
Seeking Alpha
9mon

Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)

We project Oracle's revenue growth across its various segments based on our previous analysis, incorporating the contribution from the Stargate initiative. Specifically, we adjusted the Cloud Infrastructure segment, taking into account Oracle’s share of ...
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