00:00It's Benzinga bringing Wall Street to Main Street.
00:03Dell Technologies shares traded lower Thursday afternoon after reports of a contractual dispute
00:07and potential delays at Oracle's $165 billion project, Jupiter Data Center sparked selling
00:13among AI server suppliers. Oracle sent a force majeure notice to developer stack infrastructure
00:19that could suspend or defer payments if construction and energy permitting delays
00:24pushed the New Mexico project beyond its planned 2028 launch. Dell is a core hardware partner for
00:30Oracle cloud infrastructure, supplying servers, liquid-cooled PowerEdge AI racks, and storage
00:36arrays. Oracle said Project Jupiter remains on schedule and it is fully committed to New Mexico.
00:42Dell shares were down 0.1% to $549.92 at the time of publication on Thursday, according to Benzinga
00:50Pro Data. For all things money, visit Benzinga.com.
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