甲骨文（ORCL）今日盘中大幅下挫5.03%，引发市场广泛关注。
消息面上，甲骨文最大的数据中心合作伙伴Blue Owl Capital决定不再支持其位于密歇根州的价值100亿美元的数据中心项目。据知情人士透露，由于融资谈判陷入僵局，Blue Owl原计划安排的100亿美元融资协议无法推进。该项目旨在为OpenAI提供服务，是甲骨文AI基础设施扩张计划的重要组成部分。
甲骨文随后回应称，该项目股权交易谈判仍按计划进行，但市场担忧其日益紧张的资金链。该公司近几个月激进的债务融资行为已引发警觉，导致股价较9月高点下跌超过40%。
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