Large model data center delayed again, chip stocks under pressure

2025-12-12 17:02:11

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【CryptoNews】OpenAI’s mega-scale data center under construction faces a setback. Oracle announced that the completion date for the data center has been pushed back from 2027 to 2028, primarily due to labor shortages and raw material supply issues—these two factors have become the biggest challenges in the entire AI infrastructure construction.

The market immediately reacted. Oracle’s stock price plummeted intraday, dropping as much as 6%. As a major GPU supplier, NVIDIA was also not spared, falling nearly 2% in tandem. From delays in data center construction to pressure on stock prices, any slow progress in AI computing infrastructure can quickly transmit to the capital markets. This also shows how sensitive investors are to expectations for AI infrastructure.

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ContractTearjerker

· 11h ago

Delayed again, I saw it coming long ago. Talking about infrastructure without actually doing it is all in vain.

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ThatsNotARugPull

· 12-12 17:32

Postponed again? Now that's great, the chip stocks will have to dive together, I really can't hold on anymore.

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SolidityNewbie

· 12-12 17:29

It's delayed again, the pace of Oracle is really disappointing.

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DefiPlaybook

· 12-12 17:26

Another cycle of delay, chip stocks follow with discounts. It's truly an endless loop of "expectation → delay → trapped." The outlook for computing infrastructure is so fragile that even a small breeze can cause the market to collapse. It's better to just farm liquidity mining APY. How long have we been talking about labor and raw materials? We can't expect magic to solve these problems, right? With more transparent on-chain data, the bottlenecks in traditional industries are really hard to see through. 2028... sounds like those never-realized Roadmaps again. I bet five gas fees that it will keep getting pushed back.

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RugResistant

· 12-12 17:21

Yet again, the delay... Now Oracle's stock is plunging directly, hilarious.

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RetroHodler91