It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and material shortages. Wall Street, which is definitely not extremely nervous about the sustainability of an economy entirely propped up by investments in AI, is not handling it well, responding to the news with a sell-off of companies involved in AI infrastructure before trading closed.

The delays will push the planned completion of the data center projects back from 2027 to 2028, which might not seem like the biggest deal in the world on paper, but the runway for AI companies to crack the revenue code and turn their extremely red balance sheets black is not that long. A year’s delay in co

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