"AI bubble" concerns resurface! Oracle invokes "force majeure"—$18 billion loan questions the delivery prospects of "Interstellar Gate"

According to Zhitong Finance APP, the AI computing power infrastructure expansion plans of Oracle Corporation (ORCL.US), the database software and AI cloud computing giant, are currently facing challenges. These challenges are being transmitted from energy supply and engineering delivery of AI cloud computing facilities to contract liability and pricing in the credit market. The energy support for Project Jupiter has encountered obstacles, drawing greater market attention to how potential delivery delays may affect contract payment arrangements, cash flow realization, and debt servicing in the credit market. This further intensifies market concerns regarding Oracle and related project financing risks.