Oracle data centers are facing multibillion-dollar cost surprises, signaling that hyperscaler capex forecasts may be severely underestimating build-out expenses.

Oracle data centers are facing multibillion-dollar cost surprises, signaling that hyperscaler capex forecasts may be severely underestimating build-out expenses.

Raises questions about profitability of in-house data center programs for hyperscalers; cost inflation may accelerate leasing and outsourcing to colocation providers.