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09.10.26 - 22:00
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"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt (ZeroHedge)
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"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt
There is a comforting story going around credit desks about Oracle's data center problems: if the buildings are late, the capex is late too, and that buys the balance sheet some time.
Morgan Stanley isn't buying it.
In a new note titled "ORCL Credit: Lighthouse in the Fog" (available to pro subs), MS credit analysts Lindsay Tyler and Benjamin Guerrero pick up where we left off on Tuesday, when we reported that Oracle's 1.3GW "Project Lighthouse" campus in Port Washington, Wisconsin was next in line to slip after Project Jupiter's force majeure.
Their conclusion was blunt: a delay, Tyler told Bloomberg in an interview, "also means delayed monetization and delayed proof of concept, delayed revenue, delayed cash flow." For a company with over $600 billion of future revenue tied to AI data center construction, that's the whole investment case.
That ...
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09.10.26 - 21:18
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OpenAI′s $70B Run Rate Meets AI′s Infrastructure Challenge (Bloomberg)
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loomberg's Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI. (Source: Bloomberg)...
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09.10.26 - 19:54
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Oracle Trucking Gas to Keep Data Centers on Track (Bloomberg)
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Oracle is using a new power strategy to keep many of its data centers on track: trucking natural gas directly to the server farms. The company is considering using this approach to speed up a build in New Mexico, where a gas pipeline needed to help power one of its crucial data centers is delayed. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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09.10.26 - 10:12
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Nvidia, Oracle und CoreWeave fallen: OpenAI-Umsatz-Zahl verunsichert Anleger (Ariva)
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Neue Umsatzangaben von OpenAI setzen KI-Aktien unter Druck. Der ChatGPT-Entwickler wächst weiterhin kräftig. Warum dennoch 50 statt 68 Milliarden US-Dollar im Raum stehen. OpenAI hat seinen Investoren für Ende September einen annualisierten Umsatz von rund 50 Milliarden US-Dollar mitgeteilt. CNBC hat diese Angabe bestätigt. Ende des vergangenen Monats war noch von 68 Milliarden US-Dollar die Rede gewesen. Die Kennzahl rechnet das aktuelle Umsatztempo auf ......
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09.10.26 - 10:00
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Oracle-Aktie -6%: Zieht OpenAI sie jetzt in den Abgrund? (Sharedeals)
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Die Oracle-Aktie konnte sich in den letzten Wochen in einem Kurskorridor zwischen 130 und 160 US$ stabilisieren. Doch am gestrigen Donnerstag ging es für den Software- und Cloud-Gigaten um fast -6% bergab. Was steckt hinter dem starken Kursrückgang und müssen sich Anleger jetzt schon wieder Sorgen um die weitere Kursentwicklung machen? Eine schlechte Prognose Auslöser […]
The post Oracle-Aktie -6%: Zieht OpenAI sie jetzt in den Abgrund? first appeared on sharedeals.de....
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08.10.26 - 21:38
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers (ZeroHedge)
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers
Two weeks ago, Oracle told the world that Project Jupiter, its massive 2.45GW New Mexico mega-campus for OpenAI, was "on schedule." It also sent a force majeure notice to the developer.
Today we found out how it plans to square that circle: with a lot of trucks.
According to Bloomberg, Oracle has been quietly keeping several data centers on track by hauling compressed natural gas (CNG) by road straight to the server farms, and is now weighing the same stopgap for Project Jupiter, where the gas pipeline that is supposed to feed the campus is running late and threatening the timeline. The plan would let Oracle bring the early phases online before the pipe enters service.
Oracle shares slid about 5.5% on the report...
.... while Bloom Energy (BE), which happens to have a 2.4GW fuel cell contract for Project Jupiter (fuel cells which, last we checked, run on natural gas), tumbled 8%
Regular Re...
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