“OpenAI is shifting future capacity to Microsoft Azure and Google Cloud, leaving Oracle holding the construction tab.”
Oracle bet the farm on becoming the AI infrastructure provider and signed up to build the largest single data center in human history on a handshake from Sam Altman. Now OpenAI is quietly cutting commitments and Oracle is left with a half-built complex in Abilene and a debt load that assumed full occupancy. The lesson for every other vendor courting OpenAI is that the contract is the only thing that matters.