Oracle sends a force-majeure notice on the 2.45 GW New Mexico Stargate campus after gas-pipeline delays
On Sept 24, 2026 Oracle sent a force-majeure notice for the 2.45 GW Stargate campus in New Mexico ('Project Jupiter', developed by Blue Owl, targeted for 2028). The notice would let Oracle delay payments if the site misses 2028. The cause is energy: a gas pipeline about six months late, a denied pipeline permit and a pending fuel-cell air permit. Oracle says it is not exiting and remains on schedule.
Key facts
- Site: 2.45 GW campus in New Mexico, developed by Blue Owl, targeted for 2028
- Energy Transfer pipeline ~6 months late (now 2027-02-01); a pipeline permit denied; fuel-cell air permit pending (state deadline Nov 23)
- Oracle: not exiting, 'remains on our planned schedule'
- Originally reported by Bloomberg
- Oracle on X (Sept 24): 'Project Jupiter remains on our planned schedule', citing a 'reimagined' power plan and 3,600+ construction workers; it did not deny the notice
- WSJ (Sept 25): the project faces power and permitting hurdles that expose Oracle's AI build-out risks
What happened
A flagship Stargate site hit power-supply problems, and Oracle protected itself contractually.
Why it matters
Power and permitting, not chips, are now the binding constraint on the largest AI datacenter projects.
Changelog
- 2026-09-29: created
- 2026-09-29: sweep 2026-09-29: added Oracle's X statement, Bloomberg and WSJ
Related posts (1)
- Oracle: 'Project Jupiter remains on our planned schedule' Oracle @Oracle · x · 2026-09-24
Oracle's official response to reports of a force-majeure notice on the New Mexico Stargate campus (361k views).
Related events
Sources (4)
- pressTechCrunch: Oracle sends force majeure notice on its New Mexico Stargate data center
- pressBloomberg: Oracle cites force majeure to shield itself on controversial data center
- pressWSJ: Cracks in Oracle's AI data center build-out appear in massive New Mexico project
- officialOracle on X: Project Jupiter remains on schedule
id: 2026-09-24-oracle-force-majeure-stargate-new-mexico · updated 2026-09-29 · open in the interactive timeline