甲骨文就一座正在建设中的美国大型数据中心宣布援引不可抗力条款，凸显了AI基础设施建设所面临的风险，并加剧了人们对若泡沫破裂将引发财务后果的担忧。该设施所在地的官员已推迟了为该项目供电所需的许可证，甲骨文可能会寻求推迟支付租金。
Oracle’s declaration of force majeure on a giant US data center under construction showcased the risks to the AI infrastructure buildout, and amplified fears of the financial fallout should the apparent bubble pop. Officials where the facility is being built have delayed permits necessary to power the project, and Oracle may seek to delay lease payments.
超大规模云服务商正竞相建设数据中心，但随着公众反对声浪的增大，以及针对为这些庞大站点供电的规划项目所遭遇的阻力，它们面临着日益严峻的挑战。正如Semafor的商业与金融编辑所警告的那样，这些公司“精心安排的贷款、保险单和里程碑触发付款的拼凑组合”意味着“任何一个环节的脱节都可能使财务支持者和保险公司面临损失。”—— Prashant Rao
Hyperscalers are racing to build data centers, but have faced mounting public opposition as well as pushback on planned developments to power the mammoth sites. As Semafor’s business and finance editor warned, the companies’ “exquisitely arranged patchwork of loans, insurance policies, and milestone-triggered payments” mean that “a single element falling out of place can expose financial backers and insurers to losses.” — Prashant Rao