Oracle(US:ORCL) Sou Hu Cai Jing·2025-12-13 11:38Group 1 - Oracle Corporation is reported to delay the delivery of data centers built for OpenAI from 2027 to 2028 due to labor and material shortages, causing Oracle's stock to drop nearly 4.5% on the same day [3] - Oracle later denied the report, stating that the data center delivery is on track and all critical processes are proceeding as planned, with site selection and delivery timelines agreed upon in coordination with OpenAI [3] - OpenAI announced in September that it is collaborating with Oracle and SoftBank on the "Stargate" project, which includes the construction of five AI data centers in the U.S., with over $300 billion in total cooperation over the next five years [5] Group 2 - The flagship data center in Abilene, Texas, will also be expanded as part of the collaboration between OpenAI and Oracle [5]