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Oracle sends a force-majeure notice on the 2.45 GW New Mexico Stargate campus after gas-pipeline delays

★★★after cutoffhardware-computeOracleOpenAIBlue Owlconfidence: high

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

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)

Related events

  1. Stargate: $500 billion AI infrastructure venture announced ★★★★

Sources (4)

id: 2026-09-24-oracle-force-majeure-stargate-new-mexico · updated 2026-09-29 · open in the interactive timeline