Oracle's Wisconsin AI datacenter may miss 2027 target due to power delays
Oracle's Wisconsin AI datacenter, known as Project Lighthouse, faces a potential delay in its planned 2027 customer delivery. Research firm Aterio warns that the project is at risk because the necessary transmission infrastructure is still awaiting regulatory approval from the Public Service Commission of Wisconsin (PSC). American Transmission Company (ATC) must build the grid connection, but…
Key points
- Aterio warns Oracle's Wisconsin datacenter may miss its 2027 delivery target due to pending PSC approval for grid connection.
- ATC refiled its application in September, restarting the approval process; Aterio's base case puts full power supply in October 2028.
- Oracle reportedly sent a force majeure notice for its New Mexico project, seeking to defer payments if the campus is delayed.
Aterio's analysis suggests that even in its base case, partial power may not arrive until December 2027, with full supply in October 2028. This timeline leaves little room for testing and commissioning before Oracle's target. The firm notes that datacenters require significant time to energize and test systems before carrying customer load, expecting the load to ramp up mainly from the first quarter of 2028. Extended regulatory reviews could push these dates further to June 2028 and April 2029.
Separately, Oracle reportedly sent a force majeure notice to a Blue Owl Capital subsidiary regarding Project Jupiter in New Mexico, seeking to defer payments if the campus fails to come online as planned. Oracle maintains that its developments remain on schedule. The Wisconsin campus is rated at 902 MW of computing load and 1.3 GW of total electricity demand, with Oracle facing potential financing costs of over $100 million a year to guarantee these power commitments.
The story so far
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Power approval set to delay Oracle's Wisconsin AI datacenter
theregister.com · 2 October 2026
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