Buildout Of Some Oracle Data Centers For OpenAI Reportedly Pushed to 2028 Amid Worries Over Expense-Revenue Timing Mismatch

According to a Bloomberg report citing people familiar with the matter, the delay in the data center buildout is due to labor and material constraints.
The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.
The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.(Photo by Jonathan Raa/NurPhoto via Getty Images)
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Rounak Jain·Stocktwits
Published Dec 12, 2025   |   11:22 AM EST
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The timeline for some of the data centers that Oracle Corp. (ORCL) is building for its Project Stargate partner, OpenAI, has reportedly been pushed back to 2028 from 2027.

According to a Bloomberg report citing people familiar with the matter, the delay in the data center buildout is due to labor and material constraints.

This comes amid concerns around the timing mismatch in Oracle’s artificial intelligence buildout expenses and revenue conversion.

Oracle shares were down nearly 6% in Friday morning’s trade. Retail sentiment on Stocktwits around Oracle trended in the ‘extremely bullish’ territory, while users felt ‘bearish’ about OpenAI at the time of writing.

Get updates to this story developing directly on Stocktwits.

Also See: Trump’s ‘Core 5’ Club Raises Eyebrows: New Supergroup Reportedly Leaves Out European Allies, Includes China And Russia

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