Oracle's $10B AI Data Center Deal Stalls, Sparks Bubble Fears on Wall Street

• Oracle's $10 billion AI data center project for OpenAI in Saline Township, Michigan, has stalled.
• Blue Owl, Oracle's largest data center partner, backed out of the deal due to Oracle's rising debt and stricter lending terms.
• The collapse of the financing agreement raises fresh fears of an AI infrastructure bubble and concerns on Wall Street.
• Financing for the 1-gigawatt data center facility is now in doubt, as Oracle has not yet secured a new backer.
• Oracle claims a new equity partner, Related Digital, has been selected, and final negotiations are on schedule.

Why It Matters: A $10B Oracle AI data center deal stalled, fueling fears of an AI infrastructure bubble and Wall Street concern.