Oracle Sends Force Majeure Notice on 2.45-Gigawatt New Mexico Data Center as 2028 Timeline Faces Risk
Updated
Updated · TechCrunch · Sep 24
Oracle Sends Force Majeure Notice on 2.45-Gigawatt New Mexico Data Center as 2028 Timeline Faces Risk
3 articles · Updated · TechCrunch · Sep 24
Summary
Oracle told Project Jupiter’s developer it may invoke force majeure to delay payments if the New Mexico Stargate campus misses its 2028 launch target, while saying it remains the project’s main tenant.
Energy bottlenecks drove the notice: the 2.45-gigawatt site depends on Bloom Energy fuel cells, an Energy Transfer gas pipeline now delayed nearly six months to Feb. 1, 2027, and a separate air-quality permit still awaiting a state ruling.
Oracle said the project remains on schedule and that it is fully committed to New Mexico; Blue Owl Capital said the notice does not alter the multi-year project’s financial commitments.
Project Jupiter is a flagship Stargate site backed by Oracle, OpenAI and SoftBank, but it has become a political flashpoint as residents and environmental groups challenge the AI buildout’s costs, emissions and power demands.