China AI Weekly: Oracle denies OpenAI data-center delays as market jitters collide with the OpenAI–Google rivalry

Summary

Chinese financial outlet Yicai’s weekly AI roundup says Oracle responded to market rumors of delayed OpenAI data-center buildouts, insisting the projects are on schedule even as investor nerves remain sensitive to any sign of infrastructure slippage. The item underlines a core reality of the ‘Race to AGI’ era: capital markets increasingly treat compute delivery timelines like product roadmaps—misses can move valuations as much as model releases. It also frames the OpenAI–Google competitive cycle as a rapid “announce-and-counter” loop, where each new model or agent launch immediately forces defensive positioning from rivals. Read together, the themes point to a tightening coupling between model progress, hyperscale construction logistics (labor/material constraints), and public-market confidence in multi-year AI capex. The deeper implication is that frontier AI competition is becoming as much about execution in physical infrastructure as it is about algorithmic advances.