Why hyperscalers may try to exit leases earlier than expected
We're watching shares of Oracle, which are lower today on these reports that Blue Owl Capital will not finance their $10 billion data center project in Michigan, a Financial Times report. It comes as investors have been raising all these different red flags about the AI data center buildout. Oracle shares are down four and a half%.But there's a real estate angle here as well. Diana Olic has that story for this week's property play. Diana, well, Kelly, investors are increasingly concerned about hyperscalers ...