Oracle’s AI bottleneck moves from GPUs to memory and grid rules — June 24, 2026

Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides. In this episode: Top stories: 1. Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm 2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0 3. FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown https://www.mayerbrown.com/en/insights/publications/2025/11/ferc-large-load-interconnection-preliminary-rulemaking-key-takeaways-for-data-center-developers-other-large-load-projects-and-investors 4. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]