Oracle has revised delivery schedules for several large AI data centers it is building for OpenAI from 2027 to 2028, Bloomberg reports, citing people familiar with the matter. The delayed facilities are parts of Oracle's commitments under the Stargate AI infrastructure program jointly announced in January by Oracle, OpenAI, and SoftBank
Bloomberg's sources familiar with the projects reportedly blame shortages of skilled labor and 'materials' for the setback, though it is unclear whether by 'materials' they mean building materials, shortages of data center equipment, or shortages of materials for building out infrastructure surrounding AI data centers. Despite the delay from 2027 to 2028, the overall scope of the projects that Oracle will build for OpenAI remains unchanged, the report says.
The delayed facilities are part of a contract between Oracle and OpenAI inked in July, under which the two parties plan to increase Stargate AI data center capacity to two million AI accelerators and 5 GW of power. Despite the revised timelines, the U.S.-based AI campuses are still planned on an unusually aggressive scale, and some of them are designed to rank among the largest data centers globally once completed. In fact, given the scope of the projects, delays and slipups are inevitable.
