Oracle (ORCL.US) faces regulatory blow after S&P downgrade and may be required to post $7 billion surety bond for Wisconsin data center

智通财经2026/07/21 07:12

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Golden Ten Data APP has learned that after power regulators in Wisconsin, USA tightened credit requirements to protect residents from electricity price increases, Oracle (ORCL.US) may need to provide more than $7 billion in collateral for its large data center located in Wisconsin.

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According to reports, Microsoft's planned data center capacity for 2032 includes both owned and leased data centers, but does not cover computing power rented from "new cloud" service providers like CoreWeave. Currently, of Microsoft's approximately 12 GW of data center capacity, only about 2 GW is used for AI chips. By 2032, AI-dedicated computing power is expected to account for about one-third of the total capacity.

华尔街见闻•2026/09/10 21:31