Group 1 - Oracle has confirmed that it will complete the data center for its major client OpenAI in 2028 instead of 2027 due to labor and material shortages [1][3] - OpenAI's training infrastructure relies on collaboration with NVIDIA and Microsoft, utilizing Azure data centers and various NVIDIA GPUs, which enhances model intelligence and accelerates market readiness [2] - The company is currently facing a significant free cash flow deficit of $10 billion, and after excluding a $2.7 billion gain from asset sales, the investment return rate is alarmingly low, indicating a potential decline [2] Group 2 - Oracle's spokesperson did not specify when the cloud computing infrastructure for OpenAI will be operational, and OpenAI has made commitments to other companies to meet anticipated AI capability demands, although these agreements are not final [3] - There is a belief that companies expanding too aggressively in the AI era may face setbacks, while more stable companies are likely to endure longer [2]