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Oracle Says OpenAI Data Centers 'On Track' After Report Of Delays. Stock Regains Some Ground.

Yahoo Finance

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Oracle denied reports of delays in data center construction for OpenAI, stating all contractual sites remain "on track" despite earlier claims of pushbacks to 2028. The clarification came Friday after shares dropped sharply following the initial report. Stocks partially recovered after Oracle’s statement, though AI sector losses persisted amid broader market strength. The Dow Jones and Russell 2000 hit new highs last week, contrasting with underperformance in AI-related equities like Tesla. The dispute centers on Oracle’s $10B+ cloud infrastructure deal with OpenAI, critical for scaling ChatGPT and other AI models. Delays could impact OpenAI’s timeline for deploying next-gen training clusters. Analysts note the incident highlights supply chain and logistical risks in AI infrastructure builds, where even minor setbacks can trigger market volatility. Oracle’s reassurance aimed to stabilize investor confidence. The broader market’s resilience outside AI underscores diverging sector trends, with traditional industries outperforming high-growth tech amid economic uncertainty and quantum security concerns looming over crypto.

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BREAKING: Stock Market Strong Outside AI SectorOracle (ORCL) stock trimmed some of its losses Friday afternoon after the company said there have been "no delays to any sites" required for its contractual commitments to OpenAI. Shares fell sharply following a report earlier in the day that some of the data centers the tech giant is building for the ChatGPT creator are being pushed back to 2028… 12/12/2025 Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly... 12/12/2025 Bears mauled AI stocks, but the Dow Jones and Russell... In the wrong hands, quantum computing could undo cryptocurrency security features. (© Gary Neill)Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20!Get market updates, educational videos, webinars, and stock analysis.Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content.Information in Investor’s Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or performance. Authors/presenters may own the stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use.*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet.IBD, IBD Digital, IBD Live, IBD Weekly, Investor's Business Daily, Leaderboard, MarketDiem, MarketSurge and other marks are trademarks owned by Investor's Business Daily, LLC.©2025 Investor’s Business Daily, LLC.

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