Oracle's collapsing stock shows the AI boom is running into two hard limits: physics and debt markets [Fortune]
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Source: Fortune
IBM Although Bloomberg didn't identify which specific facilities were being delayed, Koomer said one likely candidate is Project Jupiter, Oracle's gargantuan data-center complex proposed for a remote stretch of New Mexico. Local reporting has described Jupiter as a $160 billion-plus mega-campus, one of the most ambitious AI infrastructure projects ever attempted and a core piece of Oracle's commitment to provide compute to OpenAI. Koomey describes an industry where capital can be deployed instantly, but the equipment that capital must buy cannot. The timelines for turbines, transformers, specialized cooling systems, and high-voltage gear have stretched into years, he explained. Large transformers can take four to five years to arrive. Industrial gas turbines, which companies increasingly rely on for building microgrids, can take six or seven. Even if a company is willing to pay a premium, the factories that produce these components cannot magically expand overnight, and the man
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