By Simply Wall St
Publication Date: 2026-05-06 14:18:00
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Banks such as JPMorgan, Morgan Stanley, SMBC, MUFG and Bank of America are working to distribute and de-risk large data center loans related to Oracle projects.
The loans are related to the expansion of Oracle’s data center in the United States, including locations in Michigan and New Mexico as part of Project Jupiter.
As capital needs for AI infrastructure increase, lenders are leveraging private credit sales and discounted risk transfers.
Project Jupiter represents a move toward clean, on-site power and signals a shift in the way hyperscale AI facilities are funded and operated.
For investors watching NYSE:ORCL, this funding shift comes as the stock is trading at around $185.35, with a 7-day return of 11.7% and a 30-day return of 26.6%. Over longer periods, ORCL has returns of 26.7% over 1 year, 99.7% over 3 years and 155.3% over 5 years, while the year-to-date return represents a decline of 5.3%. The extent of Oracle’s AI…
