Oracle Force Majeure Hides Larry Ellison $165B Disaster

Podcast: Good Revenue · Neeta Bidwai

Opublikowano: 2026-09-25

Oracle just filed for force majeure on its $165 billion AI data center, and that's not a small legal maneuver, it's an admission that things aren't going to plan. The delays trace back to gas pipeline permitting, but the real story is who's exposed if this slips past 2028. Markets already sold off on the news, and the ripple effects reach a lot further than New Mexico. CHAPTERS 00:00 Oracle Force Majeure Notice - Project Jupiter Payment Risk 00:59 Bloom Energy Fuel Cell Delays - Permit Fight 01:40 Oracle Stock Drop - Market Selloff <...