By AJ Dellinger
Publication Date: 2025-12-12 21:10:00
It turns out that infinite growth may not be possible. On Friday, Bloomberg reported that Oracle will delay some of its OpenAI data center projects for at least a year due to labor and material shortages. Wall Street, which is certainly not particularly nervous about the sustainability of an economy based solely on investment in AI, is not coping well with this. responded to the news by selling out of companies involved in AI infrastructure before the close of trading.
The delays will push the planned completion of the data center projects from 2027 to 2028, which may not seem like the biggest deal in the world on paper, but the path for AI companies to crack the revenue code and turn their extremely red balance sheets into the black is no longer that long. A one-year delay in completing these data centers means a one-year setback in training and deploying AI tools, which in turn means a one-year delay in determining whether all the money has gone to these companies
