VTechFusion Team
VTechFusion Technologies
Oracle has sent a force majeure notice to the developer of Project Jupiter, a 2.45-gigawatt Stargate data center campus in New Mexico, Bloomberg reported on September 24, 2026.
What the Notice Does
The notice allows Oracle to delay payments if the facility misses its 2028 target. It follows regulatory delays to an Energy Transfer gas pipeline and a pending air-quality permit for Bloom Energy fuel cells — both needed to power the site.
Oracle Isn't Walking Away
Oracle is not seeking to exit as the campus's main tenant and maintains the project is on schedule. Blue Owl says its financial commitments are unchanged. In practice, the notice is a protective step that preserves Oracle's position if outside approvals slip.
A Flagship Stargate Site
Project Jupiter is one of the flagship sites of Stargate, the AI infrastructure initiative Oracle, OpenAI and SoftBank announced early in President Trump's second term.
Power and Permits Are the Bottleneck
The issue isn't chips or money — it's a pipeline and an air permit. For anyone planning on future cloud capacity, the lesson is that AI infrastructure timelines now depend as much on energy approvals as on construction.
Frequently Asked Questions
What is Project Jupiter?
A 2.45-gigawatt Stargate data center campus in New Mexico, one of the initiative's flagship sites.
Why did Oracle send a force majeure notice?
To be able to delay payments if the facility misses its 2028 target because of regulatory delays to a gas pipeline and a pending air-quality permit for fuel cells.
Is Oracle leaving the project?
No. Oracle is not seeking to exit as main tenant and says the project remains on schedule.
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