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Oracle sends force majeure notice on its New Mexico Stargate data center
Stargate infrastructure is hitting friction. A force majeure notice is Oracle hedging its bet that the New Mexico facility won't come online on time, which signals either construction delays or uncertainty about the broader buildout timeline. For investors tracking data center capacity bets, this is a yellow flag on when frontier model inference actually scales beyond existing infrastructure. For builders, assume GPU scarcity extends further than you're planning for.