Microsoft is winding down its Oracle deal. It could be a sign of what’s to come

In late September, news circulated that the hyperscaler Oracle had sent a force majeure notice to the developer of its New Mexico data center campus, Project Jupiter, seeking to delay payments on the project should it fail to come on line in 2028 as planned. In response, Oracle took to X, writing that “force-majeure notices are commonplace in developments of this scale. They do not, by themselves, establish a project delay or change delivery expectations.” The hiccup was one in a series...