Alex Dudov
The notice is intended to protect Oracle from additional costs if delays prevent the facility from meeting contractual deadlines. Construction has not been canceled.
2.45 GW of Power and $18 Billion in Financing
| Specification | Details |
| Location | Doña Ana County, New Mexico |
| Campus | ~1,400 acres |
| Financing | ~$18 billion |
| Construction | ~26% complete |
| Power capacity | Up to 2.45 GW |
| Technology | Bloom Energy solid-oxide fuel cells |
| Oracle delivery target | H1 2027 |
The project is part of Oracle's expansion of AI computing infrastructure and is connected to capacity intended for OpenAI.
Oracle Replaced 2.2 GW of Gas Turbines With Fuel Cells
Oracle substantially redesigned the project's power infrastructure:
| Previous plan | Current plan |
| 2.2 GW | Up to 2.45 GW |
| Natural-gas turbines | Solid-oxide fuel cells |
| Diesel backup | Fuel-cell microgrid |
| Conventional combustion | Electrochemical power generation |
The original 2.2 GW gas-turbine system ran into regulatory problems after New Mexico's state land office blocked a required natural-gas pipeline.
Oracle subsequently switched to Bloom Energy fuel cells, increasing planned capacity to as much as 2.45 GW. Oracle says the new configuration would cut NOx emissions by about 92% versus the earlier design.
Force Majeure Limits Oracle's Exposure to Delays
Project Jupiter carries roughly $18 billion in financing, while its power infrastructure still faces permitting uncertainty.
Oracle says construction of the data-center buildings continues and customer capacity is expected to start coming online in H1 2027.
The force majeure notice does not mean Oracle is abandoning Project Jupiter. It is a contractual move designed to limit the company's financial exposure if the project misses its deadlines.
Alex Dudov
