Hey guys, you are right: the force majeure by itself does not change delivery expectations. You just have to pay the rent until the delivery actually takes place. Contractually. https://t.co/rj721cRTu9
Why now
Thesis: Oracle's data-center obligations persist
Catalyst to watch: Contract disclosures or delivery updates
Main risk: Payments without corresponding revenue
Why it matters
Force majeure does not cancel rent obligations, keeping Oracle's data-center costs intact.
Details
Hey guys, you are right: the force majeure by itself does not change delivery expectations. You just have to pay the rent until the delivery actually takes place. Contractually. https://t.co/rj721cRTu9
Sources
- x · 2026-09-25 02:27 UTC