Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says | Blerbz

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/Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says

Oracle Notice to Weigh on Data Center Debt, Morgan Stanley Says

September 25, 2026 at 08:12 PM

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Oracle Corp.’s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny and adding to the challenges facing companies looking to tap debt markets to finance the AI buildout, according to Morgan Stanley.

Oracle Corp.’s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny and adding to the challenges facing companies looking to tap debt markets to finance the AI buildout, according to Morgan Stanley.

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