Heurist Finance

Oracle's Project Jupiter delay ripples through AI financing

Reuters · 7 hours ago
MSORCLOWL
  • Oracle's Project Jupiter faces a one-year delay, according to a person familiar with the deal.
  • Blue Owl has about $3 billion of equity invested in the project, a source said.
  • Morgan Stanley estimates AI infrastructure would require $1.5 trillion in external financing by 2028.

Quotes

“Project Jupiter faces a one-year delay, person familiar with deal says”— Reuters
“Blue Owl has about $3 billion of equity invested in project, source says”— Reuters
“Morgan Stanley estimates AI infrastructure would require $1.5 trillion in external financing by 2028”— Morgan Stanley

Sources