O penAI announced Tuesday that it will develop 4.5 gigawatts of data center capacity in partnership with Oracle ORCL — confirming an expanded partnership between the two companies within the buzzy Stargate infrastructure initiative. Oracle stock was slightly lower Tuesday.

Oracle and OpenAI are developing additional data-center capacity for the AI infrastructure project — but Evercore says investors are wondering how Oracle will finance the cost.

Oracle shares are taking a hit as doubts emerge about the pace of the $500 billion Stargate artificial-intelligence infrastructure project. But the software and cloud-computing company still looks set to benefit from a strong partnership with OpenAI.