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The Zhitong Finance App learned that chip stocks were falling collectively. As of press release, Nvidia (NVDA.US) had fallen more than 2.6%, AMD (AMD.US) had fallen more than 2%, Micron Technology (MU.US) had fallen 0.24%, Oracle (ORCL.US) had fallen more than 5%, and Broadcom (AVGO.US) had fallen more than 3.9%. According to the news, Oracle has experienced a major setback in the company's ambitious artificial intelligence infrastructure expansion plans, and its largest data center partner, Blue Owl Capital, has decided not to support a $10 billion data center project. However, Oracle later responded that negotiations on the project were still proceeding according to plan, and the overall progress was in line with expectations.

Zhitongcaijing·12/17/2025 15:57:05
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The Zhitong Finance App learned that chip stocks were falling collectively. As of press release, Nvidia (NVDA.US) had fallen more than 2.6%, AMD (AMD.US) had fallen more than 2%, Micron Technology (MU.US) had fallen 0.24%, Oracle (ORCL.US) had fallen more than 5%, and Broadcom (AVGO.US) had fallen more than 3.9%. According to the news, Oracle has experienced a major setback in the company's ambitious artificial intelligence infrastructure expansion plans, and its largest data center partner, Blue Owl Capital, has decided not to support a $10 billion data center project. However, Oracle later responded that negotiations on the project were still proceeding according to plan, and the overall progress was in line with expectations.