Oracle has asked Blue Owl Capital to pause rent payments if its $165 billion data-center project is delayed beyond 2028. Oracle says its 2.45-gigawatt New Mexico facility remains on track for 2028, but cites state regulations as an obstacle to recognizing revenue.
The article argues that existing data-center operators could benefit as permitting, power access and local acceptance become obstacles for new projects. Data Center Watch found that public opposition blocked or delayed 45 projects from April through June, affecting $68 billion worth of projects.
Nebius says it is securing short-term deals above $40 million per megawatt; the article compares this with an annual value of $12 million per megawatt at the start of the year. Author Marc Guberti disclosed positions in Cipher Digital and Iren.
