{
  "id": 9691466,
  "title": "SoftBank shares fall as Oracle data-center warning fuels AI funding fears",
  "url": "https://urgent.news/2026/09/25/softbank-shares-fall-as-oracle-data-center-warning-fuels-ai-funding",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-25T03:18:00.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/softbank-shares-fall-as-oracle-datacenter-warning-fuels-ai-funding-fears-4916560"
  },
  "original_language": "en",
  "account": "SoftBank Group's shares dipped slightly after Oracle disclosed a force-majeure notice regarding potential delays at a data-center project, known as Project Jupiter. The notice, issued by Oracle, stems from the challenges in securing power for the large data-center campus as part of the $500 billion AI infrastructure initiative, Stargate. This initiative involves a collaboration between Oracle, OpenAI, and SoftBank Group. The project aims to come online in 2028, but delays could impact Oracle's payment obligations, raising concerns over the financing and execution of AI infrastructure development.\n\nThe situation has sparked broader questions about the deployment of significant capital into AI infrastructure projects. Developers are facing constraints around power, construction, and financing, which could affect the timely realization of these projects. This development is particularly sensitive for SoftBank Group, which has been leveraging heavily to finance its AI strategy. Recently, the company raised $11.1 billion through dollar- and euro-denominated bonds, with part of the proceeds earmarked for funding its investment in OpenAI.\n\nThe incident comes at a time when credit investors are becoming more selective towards AI-related debt. Spreads on AI-linked bonds have widened to approximately 115 basis points, compared to 78 basis points for the broader market. Additionally, hyperscaler debt issuance is anticipated to increase as companies invest in data centers and chips. SoftBank's exposure to AI power and infrastructure also extends through SB Energy, which is preparing for a potential U.S. listing. Notably, SoftBank has a $430 billion data-center backlog, with a substantial portion of the contracted capacity concentrated among SoftBank and OpenAI.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}