Oracle sends force majeure notice on its New Mexico Stargate data center
News Source
β’Thu, 24 Sep 2026 18:11:44 +0000
π° What Happened
Oracle has sent a 'force majeure' notice about Project Jupiter, a large AI data centre campus it is building in New Mexico. Bloomberg reported the move on Thursday.
A force majeure notice is used in contracts when something outside a company's control stops it from doing what it promised. Oracle says it is not trying to leave the project.
The notice would let Oracle delay payments if the site misses its 2028 target to start running. Oracle says the project is still on schedule. The company says it is fully committed to New Mexico.
π The Backstory
The campus is meant to run on gas-powered fuel cells from Bloom Energy. It is designed to handle 2.45 gigawatts of power, which is a huge amount. The fuel cells need a steady gas supply to keep running.
A gas pipeline to the site has been delayed by almost six months after regulators refused permits several times. The route had to be changed. An air-quality permit is also still pending.
Project Jupiter is one of the flagship sites of Stargate, the AI plan announced by Oracle, OpenAI and SoftBank with President Trump. Local residents and green groups oppose it.
π― Why It Matters
AI data centres need enormous amounts of power. Delays like this show the AI boom is running into limits in energy, permits and local opposition. That can push up costs for the AI services people use.
Oracle has sent a 'force majeure' notice about Project Jupiter, a large AI data centre campus it is building in New Mexico. Bloomberg reported the move on Thursday.
A force majeure notice is used in contracts when something outside a company's control stops it from doing what it promised. Oracle says it is not trying to leave the project.
The notice would let Oracle delay payments if the site misses its 2028 target to start running. Oracle says the project is still on schedule. The company says it is fully committed to New Mexico.
The campus is meant to run on gas-powered fuel cells from Bloom Energy. It is designed to handle 2.45 gigawatts of power, which is a huge amount. The fuel cells need a steady gas supply to keep running.
A gas pipeline to the site has been delayed by almost six months after regulators refused permits several times. The route had to be changed. An air-quality permit is also still pending.
Project Jupiter is one of the flagship sites of Stargate, the AI plan announced by Oracle, OpenAI and SoftBank with President Trump. Local residents and green groups oppose it.
AI data centres need enormous amounts of power. Delays like this show the AI boom is running into limits in energy, permits and local opposition. That can push up costs for the AI services people use.