Oracle Sends Force Majeure Notice for New Mexico Stargate Site

Oracle sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico. [1] The notice could let Oracle delay payments if the facility misses its 2028 target, while Oracle is not seeking to leave as the main tenant. [1]

Oracle said Project Jupiter remains on schedule, while Blue Owl Capital said the notice does not change the multi-year project's financial commitments. [1] The 2.45-gigawatt campus is intended to use Bloom Energy gas-powered fuel cells, while a gas pipeline has been delayed nearly six months to February 1, 2027, and an air-quality permit remains pending. [1]

The notice gives Oracle contractual protection against a missed deadline without signaling an exit from Project Jupiter. Oracle and Blue Owl Capital are aligned publicly that the project’s schedule or financial commitments have not changed, but the delayed Energy Transfer pipeline and pending fuel-cell permit show why the protection matters. Compared with those assurances, the unresolved energy dependencies offer the clearest milestones to watch as the 2028 target approaches. What the sources don't address: how long the pipeline and permitting issues could persist before Oracle delays payments or revises the project schedule.