Controlled Contract Renegotiation

Oracle and its counterparties treat the force majeure notice as a negotiating tool rather than a project cancellation. The most likely path is a temporary payment deferral, revised milestones, and some reallocation of power-cost risk under the broader Oracle-OpenAI Stargate framework.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.