ORCL | Weekly | Haru Insights

Oracle issued a force majeure notice on its $18 billion Project Jupiter data center in New Mexico due to regulatory and power grid interconnection delays, marking a critical setback in its AI infrastructure rollout.
Oracle secured a landmark $7 billion lease deal with Tencent for 100,000 advanced AI chips across Southeast Asia, positioning the company as a strategic gateway for Chinese tech firms navigating U.S. export restrictions.

Oracle is rapidly evolving into a foundational AI infrastructure player, validated by high-profile partnerships with OpenAI and Tencent, signaling a structural shift beyond legacy software into the core of the global AI supply chain.
The $7 billion Tencent deal and integration with OpenAI’s Stargate AI alliance represent a transformative opportunity, potentially unlocking massive long-term revenue and cementing Oracle’s role as a geopolitical and technical bridge in the fragmented AI ecosystem.
Insider confidence is surging, with director Stephen Rusckowski’s recent $3.5 million share purchase signaling deep conviction in Oracle’s AI pivot and undervalued trajectory despite market skepticism.
Oracle’s aggressive investment in nuclear and clean energy—such as the $176 million deal for baseload power from Point Beach—demonstrates a pioneering strategy to control AI’s most critical bottleneck: reliable, sustainable energy.
The Tencent deal underscores Oracle’s unique geopolitical advantage, enabling Chinese firms to bypass U.S. export controls while simultaneously expanding Oracle’s footprint in high-growth Southeast Asian markets.

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