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GlobalFoundries sees strong Chinese optical module demand amid data centre boom
South China Morning PostLO·CN · US·2 days ago
Oracle remains contractually obligated to pay investors in 'Project Jupiter' even after issuing a force majeure notice due to lack of electricity at its New Mexico data centre site. The clause shifts power-supply risk to Oracle, highlighting growing contractual strain in AI infrastructure buildout. This signals potential financial exposure for hyperscalers amid grid constraints.
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