Oracle files force majeure on 2.45GW New Mexico Stargate data center

What's the deal? Oracle has sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, BloombergDealroom has a profile for this one. Try Dealroom → reported on 24 September 2026. Such clauses excuse a party from contractual obligations when events outside its control intervene. Oracle is not seeking to exit as the campus's main tenant.

Why now? The notice would let Oracle delay payments should the facility miss its 2028 target to come online. It follows a string of setbacks at the site, most tied to its energy supply.

What could go wrong? The campus, designed to handle 2.45 gigawatts, is meant to run on gas-powered fuel cells from Bloom Energy, making reliable gas supply central to its timeline. An Energy Transfer pipeline meant to deliver that gas has slipped nearly six months, to 1 February 2027, after regulators repeatedly denied permits. A separate air-quality permit for the fuel cell system is pending; the state's environment department faces a 23 November 2026 deadline to decide.

What's the endgame? Project Jupiter is one of the flagship sites of Stargate, the AI infrastructure initiative Oracle, OpenAI, and SoftBankDealroom has a profile for this one. Try Dealroom → announced with the White House early in Donald Trump's second term. Oracle says the project remains on track. "Project Jupiter remains on our planned schedule," it said in a statement to CNBCDealroom has a profile for this one. Try Dealroom →. "We are fully committed to New Mexico and confident in our path forward."

Blue Owl Capital, whose unit received the notice, said the notice "does not change the financial commitments to this multi-year project." Neither company responded to TechCrunchDealroom has a profile for this one. Try Dealroom →'s request for comment.

The signal: The dispute lands as AI data centre construction faces mounting scrutiny, with developers absorbing steep costs to build capacity for customers like OpenAI. Project Jupiter has drawn opposition from residents and environmental groups and become a political flashpoint ahead of the midterm elections. Oracle has responded with a public outreach campaign to win over critics.

Image credit: Steve Parker

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