Oracle Addresses Force-Majeure Notices Tied to Project Jupiter

Oracle said on September 24, 2026 that Project Jupiter, the AI data center campus under construction in Doña Ana County, New Mexico, where it is the tenant, remains on its planned schedule, and the company addressed force-majeure notices in a statement posted to its official account.

“Project Jupiter remains on our planned schedule. We are fully committed to New Mexico and confident in our path forward,” the company wrote. Oracle said it has made significant economic, community, and philanthropic investments in the state, including reimagining the project’s power plan as part of what it described as a long-term commitment to be a good neighbor to Doña Ana County residents. It also praised developer STACK Infrastructure, saying the companies are together building New Mexico’s workforce for the long term.

According to the company’s statement, more than 3,600 construction workers are helping build the campus, including more than 1,000 New Mexico residents, and more than 900 workers joined in August 2026 alone. Oracle said the crews have collectively logged more than 2.8 million hours, and that Project Jupiter is expected to bring more than $4.7 billion in economic benefit to New Mexico.

In a follow-up post the same day, Oracle addressed the subject of force-majeure notices directly: “Force-majeure notices are commonplace in developments of this scale and are often used to preserve contractual rights among project partners. They do not, by themselves, establish a project delay or change delivery expectations.”

Developers, Investment, and Tenant Role

STACK Infrastructure announced on August 28, 2025 that it was collaborating with BorderPlex Digital Assets on Project Jupiter, a proposed next-generation data center campus in Doña Ana County that STACK said would represent one of the largest private investments in New Mexico’s history. The project is planned to invest up to $165 billion over its term, according to STACK. The announcement also described a dedicated on-site microgrid intended to power the campus independently, with no impact on local electric bills or supply reliability, and a cooling system requiring only a one-time water fill.

STACK said construction was projected to create more than 2,500 jobs, with at least 750 permanent jobs once the project is operational, and that planned investments include more than $300 million in direct payments to Doña Ana County to support schools, infrastructure, and local services. All site infrastructure is structured to be privately funded, with no public money borrowed and no financial risk to county taxpayers. Doña Ana County Manager Scott Andrews said in the announcement that the county remained focused on making sure the investment produces a strong and sustainable future for coming generations of county residents.

Oracle confirmed itself as the campus tenant on January 23, 2026, stating it will occupy the campus once construction is complete and deploy AI infrastructure there for its customer OpenAI across four data center buildings.

In that post, Oracle said the State and County expect to receive over $600 million in Gross Revenue Tax payments, citing a study by the New Mexico Economic Development Department, and that it expects the project to boost Doña Ana County’s economy by approximately $384 million per year during construction and to generate an estimated $113 million per year in direct economic output once operational. While original forecasts anticipated 750 permanent jobs and 2,500 jobs during construction, Oracle said it and its development partners expected approximately 4,000 construction jobs during development and up to 1,500 jobs onsite or in the county once construction is complete.

Oracle’s January post said the buildings will use a closed-loop, non-evaporative cooling system that does not draw from the local water system and needs to be filled only once, leaving daily operational water use comparable to a typical office building. It said the campus will run on a dedicated microgrid operating independently of the public grid, with Oracle funding onsite transmission lines, battery storage, and a dedicated substation. The post also said Oracle Academy, the company’s philanthropic education program, was expanding in New Mexico in partnership with institutions including New Mexico State University and Doña Ana Community College.

Fuel-Cell Redesign and Pending Air Permit

Oracle and BorderPlex announced on April 27, 2026 that Bloom Energy fuel cells will fully power the campus, supported by up to 2.45 GW of installed capacity under Oracle and Bloom’s previously announced expanded partnership. The updated design replaces Project Jupiter’s previously planned gas turbines and diesel generators and consolidates the facility into a single microgrid campus. Oracle said that, compared with the previously planned gas turbines, the Bloom microgrid will reduce nitrogen oxide emissions by approximately 92 percent and use a negligible amount of water, and that it will continue to bear all energy costs for the project so residents’ electricity rates are not affected.

The April release said Project Jupiter has committed $50 million to repair, upgrade, and improve local water systems; $360 million in direct support for schools, infrastructure, and local services; and $6.9 million to fund workforce development, the Boys and Girls Club of Las Cruces, clean drinking water, the community college, and habitat restoration. Oracle Cloud Infrastructure executive vice president Mahesh Thiagarajan said the updated energy solution reflected the company’s commitment to both innovation and community priorities. Oracle said at the time that construction continued to move forward on schedule, and that over the life of the project it expects 4,000 construction jobs and 1,500 ongoing positions.

On July 2, 2026, Oracle submitted a comment letter urging the New Mexico Environment Department to approve Project Jupiter’s updated air permit application. The letter, signed by Senior Vice President of Government Affairs Josh Pitcock, estimated the updated plan would reduce emissions compared with the application submitted in January by approximately 92 percent for nitrogen oxides, 67 percent for carbon monoxide, 38 percent for volatile organic compounds, 83 percent for particulate matter, and 21 percent for carbon dioxide.

The letter said the fuel cells will run on natural gas because it is available and reliable at the scale the project requires, while the design allows operation on lower-carbon fuels such as hydrogen or biogas once those become commercially viable at scale. It also said the project expects to use non-potable well water from an existing New Mexico rights holder for cooling and fuel-cell needs rather than the Camino Real Regional Utility Authority’s public drinking-water supply, and that Oracle has committed to fully fund the project’s energy infrastructure and electricity costs. The updated application was pending before the department, and Oracle requested its approval so the project can move forward.