Oracle shares watched after OpenAI halts GPT-6.1 Astra release

  • OpenAI halted the planned GPT-6.1 Astra release after internal safety evaluations found problems.
  • Paul Meeks estimated OpenAI accounted for roughly half of Oracle's more than $600 billion RPO.
  • Oracle said Project Jupiter remains scheduled for a planned 2028 launch after invoking force majeure.

OpenAI halted the planned release of its next-generation GPT-6.1 Astra model after internal safety evaluations identified problems, adding to concerns that safety constraints could curb product commercialization and revenue growth at OpenAI and Anthropic. The Wall Street Journal reported Sept. 29 that the release was halted, whereas earlier reporting described Astra as canceled. The development has renewed attention on Oracle's reliance on OpenAI for infrastructure growth: Paul Meeks of Freedom Capital Markets estimated that about half of Oracle's more than $600 billion in remaining performance obligations was tied to OpenAI. Oracle also invoked a force majeure provision on Sept. 24 related to Project Jupiter, its New Mexico data-center project, while maintaining that the development remains on schedule for a planned 2028 launch.

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