Oracle's Michigan data center project financing talks stalled

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12-17 23:26

异动解读 | 甲骨文盘中大跌5.03%，因100亿美元数据中心项目融资受阻

12-17 23:24

甲骨文下跌据报Blue Owl不会支持该公司数据中心交易

12-17 22:33

因蓝猫融资谈判停滞，甲骨文在密歇根投资100亿美元的数据中心项目陷入僵局，股价下跌2.6%

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RabBird

12-17 21:57

$ORCL 20260320 280.0 PUT$ 🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan data center is now in limbo after Blue Owl (its biggest data center partner) won’t back the deal, citing concerns around Oracle’s rising debt and AI spending. Here’s the real takeaway: ✅ AI demand is real ❌ AI financing isn’t free anymore Why this matters • This isn’t a “chip shortage” problem — it’s a funding problem. When the lender gets cautious, the buildout slows. • Tech is overheated without clear ROI. Credit markets don’t buy vibes — they buy cashflow. • Higher rates = longer payback period. The “infinite AI capex” story breaks the moment financing terms tighten. What I’m

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