Following widespread voter rejection of local data center projects, OpenAI announced it will pay for electricity and grid infrastructure costs at data centers it owns and operates. However, the pledge excludes leased campuses and partner sites, leaving significant exposure for partners like Oracle, which faces financial strain and local regulatory risks. Microsoft and other tech giants have made similar promises, but local opposition continues to challenge data center expansions. The key issues ahead include whether OpenAI will extend its pledge to leased sites and how Texas lawmakers will act on potential moratoriums affecting data center approvals.
As of Nov 06, 2026 20:51 WIB, Microsoft shares on Pluang are priced at USD 530.28, down 1.05% for the day, while Oracle is up 3.99% at USD 119.65. Oracle's stronger performance may reflect investor optimism despite the financial and regulatory challenges mentioned in the news. Microsoft sees a higher volume of sell orders at 69%, contrasting with Oracle's 77% buy activity, highlighting differing investor sentiment toward these tech giants amid data center concerns.
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