Changes in US stocks | ORCL.US (ORCL.US) fell more than 3%, and it is rumored that the company delayed delivery of several OpenAI data centers

The Zhitong Finance App learned that on Monday, Oracle's (ORCL.US) stock price continued last week's decline, falling more than 3% to $183.51. According to reports, Oracle has delayed delivery of several large AI data centers planned for OpenAI. These affected facilities are part of the “Stargate” project announced in January this year. The main reason for the delay in project progress was the shortage of skilled labor and some materials. The specific categories of “supplies” currently in short supply are unclear, but it is speculated that they may include critical construction materials or data center equipment. Although the project schedule was delayed from 2027 to 2028, the overall scale of Oracle's OpenAI construction project has not changed.

In July of this year, Oracle and OpenAI officially reached a cooperation agreement. The two sides plan to increase the total scale of the “Stargate” AI data center to be equipped with 2 million AI accelerators and build supporting 5-gigawatt power facilities. Once completed, the project is expected to become one of the largest data centers in the world.