Oracle Cites ‘Force Majeure’ to Seek Cover From Data Center Delays
THE SO WHAT
A hyperscaler invoking force majeure on a “massive” New Mexico data center is a reminder that AI capacity is now constrained by construction, power, and financing covenants as much as by chips. If your roadmap assumes new DC capacity in 2027–2028, add permitting and contractor risk to your dependency list this week.
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