Data center delayed by one year, Oracle and NVIDIA decline accordingly

LiquiditySurfer · 2025-12-12T17:04:13+00:00

Oracle's AI enterprise data center project has been postponed until 2028 due to labor and raw material supply issues. The market response was significant, with Oracle falling 6% and Nvidia dropping nearly 2%, indicating that investors are highly sensitive to developments in AI infrastructure, which could impact expectations across the entire industry chain.

LiquiditySurfer

2025-12-12 17:04:13

Abstract generation in progress

【Block Rhythm】 Yesterday there was some noteworthy news — Oracle encountered a change in the data center project for an AI company. The original plan was to complete it in 2027, but now it has been pushed back to 2028, a one-year delay. The reasons behind this are not complicated: labor shortages combined with supply chain issues are common problems in the current industry.

The market reaction was very direct. Oracle’s stock price plummeted during trading, with a single-day drop of 6%, and Nvidia also did not escape, with a decline of nearly 2%. This reflects investors’ sensitivity to the progress of AI infrastructure — the delay of the data center not only affects the project’s timeline but also impacts the expectations of the entire upstream and downstream supply chain. For those who follow tech stocks and market trends, such news often signals a short-term shift in market sentiment.

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LightningSentry

· 2025-12-15 11:07

Postponed until 2028, how many years do I have to wait... Supply chain bottlenecks are really frustrating.

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NFTPessimist

· 2025-12-13 12:25

Labor shortages are being brought up; this is the real truth about infrastructure... No matter how loud the hype, it still relies on workers.

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Anon4461

· 2025-12-12 17:31

It's the supply chain issue again. I'm tired of hearing this explanation... Who would believe the delay until 2028?

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potentially_notable

· 2025-12-12 17:29

Another delay again, is this 2028? By then, how many generations of chips will have been replaced?

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AirdropDreamer

· 2025-12-12 17:25

It's another supply chain issue; these days, infrastructure is lacking in everything.

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PuzzledScholar

· 2025-12-12 17:11

Again with the supply chain issues, I'm tired of this excuse --- Pushed back to 2028, chip stocks will probably fall a few more times --- Labor shortage? Feels like an excuse; mainly, it's just not enough money --- A 6% drop isn't really a big deal, I think there's more room to go --- Nvidia only dropped 2%, everyone is really not afraid anymore --- Now it's good, the AI computing power race is delayed by another year. Who benefits the most? --- Experiencing delays every day, but no one asks who will pay for these infrastructure costs --- Wait, isn't this just a sign that infrastructure can't keep up with the hype?

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DuckFluff

· 2025-12-12 17:06

Sigh, it's delayed again... This wave of decline is quite severe. --- Slow infrastructure development, no wonder capital can't sit still. --- Labor and raw materials are bottlenecked; this is no small matter. --- 2028? By then, even the yellow flowers will have withered. --- Oracle is a bit unfortunate this time, while NVIDIA can still hold on. --- It's ridiculous; no matter how powerful AI chips are, they need space to operate. --- I feel this is the real bottleneck, not the computing power itself. --- Investors are voting with their feet; it seems they've all seen through it. --- A one-year delay doesn't sound like much, but this time it might be more than a year... --- The chain reaction in the industry is really about to happen.

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