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

Group 1 - OpenAI's $300 billion deal with Oracle is facing delays, with some data centers now expected to be operational by 2028 instead of 2027 due to labor and material shortages [1] - Oracle's recent 10Q filing indicates an increase in data center leases, suggesting a higher likelihood of Oracle entering the debt market sooner than previously anticipated, potentially as early as next year [2] - Oracle's shares have declined by 5% after a 10% drop the previous day, with a noted correlation between the stock price and the rising credit default swap rates [3]