Some Oracle data centers for OpenAI reportedly delayed to 2028 from 2027

Hey Carl, this is in regards to OpenAI's $300 billion deal with Oracle. Uh reportedly Oracle now some of the data centers for OpenAI will be delayed to 2028 from 2027. Now that's according to Bloomberg attributing the delays to labor and material shortages.Separately, there is a new 10Q that was filed from Oracle that actually shows more data center leases from the company. A credit investor I spoke to tells me that this number increases the likelihood of Oracle going to the debt market sooner than expected ...