Oracle linked a 2.45-gigawatt AI data centre to a delayed gas pipeline.
Oracle has sent a force majeure notice to a unit of Blue Owl Capital, the developer of Project Jupiter in New Mexico, Bloomberg reported on 24 September.
The campus is part of Stargate, the AI build-out Oracle shares with OpenAI and SoftBank.
A force majeure notice excuses a party from contract duties after events outside its control. TechCrunch reported that Oracle is not trying to leave as the main tenant. The notice would let it delay payments if the campus misses its 2028 start date.
TechCrunch reported two causes. An Energy Transfer gas pipeline meant to feed the campus's Bloom Energy fuel cells is almost six months late. It is now due on 1 February 2027, after repeated permit denials and a route change in August.
An air-quality permit for the fuel cells is still pending. The state deadline is 23 November.
Oracle said: "Project Jupiter remains on our planned schedule. We are fully committed to New Mexico and confident in our path forward."
Blue Owl said the notice "does not change the financial commitments to this multi-year project."
Does your cloud contract say what happens when your provider invokes force majeure over delays at its own suppliers?
Image: AI-generated.
Sources
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