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Oracle’s $300B AI Bet Becomes Bubble Barometer
Posted
December 12, 2025
Views
12,411
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December 12, 2025
12,411
138
25
1.31%
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4:38Now PlayingOracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not to be identified discussing private schedules. Oracle has been working to deliver on a $300 billion contract to supply the computing power necessary to train and run OpenAI’s models since it was inked this summer. Even with the delays, the timelines for the projects in the US remain ambitious for sites that are set to become some of the largest in the world. Brody Ford discusses his reporting on Oracle's position at the center of the AI book on Bloomberg Businessweek Daily.
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