Bloomberg Intelligence Oracle Delays Some Data Center Projects for OpenAI to 2028
8 snips
Dec 12, 2025 
Kunjan Sobhani, a Senior Semiconductor Analyst, dives into Broadcom's disappointing earnings and the stock's steep decline due to unmet expectations in AI revenue. Poonam Goyal, a U.S. E-Commerce and Retail Analyst, discusses Lululemon's new CEO announcement and performance challenges. Geetha Ranganathan, a Senior Media Analyst, reveals Disney's bold $1 billion investment in OpenAI and the implications of licensing iconic characters for brand safety. The conversation highlights pivotal moments shaping the tech and retail landscapes.
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Physical Bottlenecks Slow AI Rollouts
- Data center buildouts face non‑tech bottlenecks like power, cooling, labor, and materials that delay revenue recognition.
- Anurag Rana warns these physical constraints mean servers can't be "lit up" until infrastructure is complete.
OpenAI Drives A Huge Infrastructure Backlog
- The AI infrastructure backlog is massive, roughly $500 billion, with over $300 billion attributed to OpenAI.
- Kunjan Sobhani highlights OpenAI's urgent need to build capacity for both inference and training workloads.
Market Expects Flawless AI Execution
- Broadcom reported strong AI semiconductor results but the market still punished the stock amid elevated expectations.
- Kunjan Sobhani notes investors demand near‑perfect execution as AI valuations have priced in substantial upside.