hyperscale cloud

Oracle refuted a Bloomberg report that its OpenAI data‑center rollout would slip to 2028, insisting all milestones remain on schedule despite labor and material shortages. The claim sent Oracle shares down over 4% after hours. The $300 billion, five‑year partnership with OpenAI aims to add 10 + gigawatts of AI compute, while Nvidia and Broadcom negotiate hardware deals. Supply‑chain constraints are pushing hyperscalers toward modular designs. Oracle sees the deal as a revenue‑diversification boost, offering integrated database‑cloud solutions and a high‑profile reference to attract more AI customers.