Is the Abilene data center project delayed? Oracle’s latest clarification said the company is “still on schedule” and earnings will be released after markets close.

The refresh speed of artificial intelligence chips has far exceeded the data center construction cycle, a market reality that exposes the core risks of AI transactions $Oracle (ORCL.US)$ the fragility of expansion models driven by debt dependence.

According to sources, OpenAI no longer plans to expand its partnership with Oracle in Abilene, Texas. This location is home to the Stargate data center project, and OpenAI’s decision is based on a desire to access newer generations of NVIDIA graphics processing clusters.

Most recently, Oracle responded to Any claims regarding delays in the planned capacity of this site are inaccurate.

It is understood that the current phase of the Abilene facility is expected to use NVIDIA’s Blackwell processors, but power is not expected to be available for another year. The source stated that OpenAI hopes to reach larger scales by then…