Oracle의 주식은 AI 데이터센터 프로젝트의 지연과 용량 확대 일정 지연에 대한 우려 속에 하락했다.

Oracle Corporation's shares fell 3.5% on Thursday after the company invoked a force majeure provision related to Project Jupiter, its massive data center development in New Mexico. The move raised investor concerns about potential delays and costs associated with Oracle's aggressive artificial intelligence infrastructure expansion.

Oracle issued the force majeure notice to Blue Owl Capital, the developer of the 1,400-acre Project Jupiter campus. The facility is being developed as part of Oracle's broader agreement to provide AI computing capacity to OpenAI and is connected to the Stargate AI infrastructure initiative.

According to Reuters, Oracle is not seeking to terminate its lease or abandon the project. Instead, the force majeure notice would provide the company with flexibility to delay certain payments if the facility fails to meet its planned 2028 operational target. The notice reportedly relates to potential delays in securing adequate power for the project.

Project Jupiter continues to face obstacles stemming from both infrastructure and regulatory approvals. The development has experienced delays tied to a proposed natural gas pipeline, while lawsuits have challenged permits involving water and air quality. Despite these hurdles, the project has attracted approximately $18 billion in funding from a group of banks, reflecting its massive scale and significant financial backing.

Oracle has reiterated that construction remains on track and emphasized its continued commitment to the New Mexico project. Blue Owl likewise stated that Oracle's force majeure notice does not alter its financial obligations or the funding commitments supporting the long-term development.