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data center power oracle force majeure project jupiter a generator set on a skid with an exhaust stack

Oracle Triggers ‘Force Majeure’ on Data Center Project Over Power Delays

September 25, 2026
Artificial Intelligence
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Oracle has sent a force majeure notice on Project Jupiter, citing potential delays in securing power. We follow the power: the unissued air permit for 2.45GW of fuel cells, the twice-rejected Green Chile pipeline, PJM’s 6.8GW capacity shortfall, gas turbines sold out to 2031, why a power delay is a hard case for force majeure, and what businesses planning AI capacity should do.

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Oracle, Blue Owl Project Delay Sends Ripples Through AI Financing

September 25, 2026
Artificial Intelligence
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Oracle has sent a force majeure notice on Project Jupiter, the New Mexico data center campus Blue Owl’s Stack Infrastructure is building for OpenAI capacity, and the move has rattled AI financing. We explain the power delay behind it, who carries which risk across $3 billion of equity and $18 billion of loans, what Oracle’s filings show about its $664 billion backlog and $288 billion of unstarted leases, and what businesses buying AI capacity should check.