Oracle sends force majeure notice for New Mexico Stargate data center
Oracle has sent a force majeure notice to the developer of Project Jupiter, the Stargate data‑center campus in New Mexico, Bloomberg reported. The clause would let Oracle delay payments if the facility fails to meet its 2028 online target, but the company says it does not intend to exit as the campus’s main tenant.
Key points
- Oracle sent a force majeure notice to Project Jupiter’s developer, allowing payment delays if the data center misses its 2028 online target.
- The 2.45‑GW campus relies on Bloom Energy gas‑fuel cells, but an Energy Transfer gas pipeline has been delayed to Feb 1 2027.
- Blue Owl Capital, which owns the developer unit, says the notice does not alter its multi‑year financial commitments.
Oracle told CNBC the project remains on schedule and reaffirmed its commitment to the state. Blue Owl Capital, whose unit received the notice, said the financial commitments to the multi‑year project are unchanged. The 2.45‑GW campus depends on gas‑powered fuel cells from Bloom Energy, yet an Energy Transfer pipeline meant to supply gas has been pushed back to Feb. 1 2027 after repeated permit denials, and an air‑quality permit for the fuel‑cell system is still pending with a Nov. 23 state deadline.
Project Jupiter is a flagship of the Stargate AI‑infrastructure initiative launched by Oracle, OpenAI and SoftBank with President Donald Trump early in his second term. The site has faced opposition from local residents and environmental groups, becoming a political flashpoint ahead of the midterm elections, prompting Oracle to launch a public‑outreach campaign in New Mexico.
Oracle sends force majeure notice on its New Mexico Stargate data center
TechCrunch AI · 24 September 2026
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