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Stack Infrastructure

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Representative image of AI data center infrastructure as Oracle Corporation’s record cloud growth and $638 billion backlog put ORCL stock, capital spending, and artificial intelligence infrastructure costs under sharper investor scrutiny.
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Oracle shares fall as Project Jupiter force majeure notice raises AI data-centre risk

Oracle Corporation shares came under pressure after Bloomberg News reported that the company issued a force majeure notice linked to Project Jupiter, its enormous New Mexico artificial-intelligence data-centre campus. Oracle says construction remains on schedule, while developer owner Blue Owl Capital says the notice does not change existing financial commitments.