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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.
Trade pressSlicast · July 18, 2026 at 17:04 UTC · US · Source: The Information
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