BREAKING
Oracle Faces Billions in AI Cost Overruns
0
B
FY26 capex
0
B
prior guidance
0
B
single quarter
0
B
OpenAI compute deal
0
B
total investment
0
GW
target capacity
0
MW
live at Abilene
0
GW
leased for OpenAI
0
B
2026 fundraise
Growth Bet vs Cost Concerns
The Bet
Oracle
●
Flagship AI campus
●
Jobs and tax gains
●
On schedule, it says
The Risk
Skeptics
●
Cost overruns
●
Regulatory friction
●
Shares fell sharply
Costs Outrun Even Ratings Agencies
AI NEWS BLITZ
Oracle is spending billions more than expected on its flagship AI data-center campus.