According to BlockBeats news, Oracle (ORCL.N) originally planned to launch a new data center for OpenAI in 2027, but is now forced to delay it until 2028 for delivery. The reasons are the same old story—labor shortages + material shortages, the classic combination punch of the infrastructure industry is back.
This wave of delays has directly caused the market sentiment to collapse:
Oracle's stock dropped 6% during trading, and Nvidia also suffered, with its stock price correcting nearly 2%. It seems that if any link in the AI infrastructure chain gets stuck, the capital market has to 'watch the drama and suffer the consequences.'
However, from another perspective, OpenAI's pace of computing power expansion will not stop because of this; pushing the data center might instead mean that there will be a new architecture brewing with larger scale, higher energy consumption, and greater computing power.
In 2028, the 'new nest' of the AI giant truly takes root - but the market has clearly become restless.