Oracle 的信用违约互换价格已大幅飙升，远超 2008 年的水平。今天 Oracle 登上新闻，是因为它向 Stack Infrastructure 发出了不可抗力通知，而 Stack Infrastructure 是 Blue Owl 在新墨西哥州 Jupiter 项目的开发商。
问题显然出在他们需要用来为 Bloom Energy 燃料电池供气的天然气管道又一次延期了。这导致该股遭到抛售，也再次引发了人们对所谓人工智能带来的经济权力集中的担忧。
We've got credit default swaps skyrocketing well past 2008 levels for Oracle. And today Oracle is in the news for sending a force majour notice to stack infrastructure which is the blue owl developer for project Jupiter in New Mexico.
Apparently, the problem is their natural gas pipeline that they need to fuel their blue uh or bloom energy fuel cells is delayed yet again. And so this is leading the stock to sell off and leading once again to renewed fears about the artificial intelligence concentration of economic power so to speak.