Oracle-Blue Owl Decoupling Rattles Markets Ahead of Debt Deluge
Summarize this article with:
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Oracle:It’s becoming clear that even the slightest hint of trouble around data centers is enough to spook investors who are banking on the artificial-intelligence boom to power equity markets and provide a wave of debt deals in 2026.The latest hiccup centers around Oracle Corp.’s financing for a data center in Michigan. While it’s largely moving along as expected, there’s a key difference: Blue Owl Capital, a longtime partner in its rapid AI infrastructure build-out, opted not to contribute equity.