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Oracle Cites Force Majeure Notice on New Mexico Stargate Data Center, Report Says

September 24, 2026 at 09:42 EDT

Infra & Chips
Sales & Business

Oracle has sent a force majeure notice tied to Project Jupiter, the New Mexico data center campus planned for OpenAI’s Stargate buildout, according to a Bloomberg report carried by Yahoo Finance. The notice is aimed at protecting Oracle from payments if the site is delayed beyond its planned 2028 opening, rather than signaling an exit from the project.

September 24, 2026 · Oracle

Stargate’s New Mexico risk test

Oracle has reportedly cited force majeure on Project Jupiter, seeking protection if regulatory and infrastructure delays push the AI data center beyond its planned 2028 opening.

Scale behind the dispute

2028

planned opening

10 GW

Stargate target

$500B

commitment

92%

NOx reduction claim

Stargate capacity goal

~7 GWplanned capacity

10 GWfull commitment

Each block represents roughly 1 GW. Project Jupiter is one piece of the infrastructure buildout needed to close the gap.

What the notice changes

Contract posture

Oracle is reportedly seeking protection if delays affect payments.

Power dependency

Fuel-cell power still depends on supporting gas infrastructure.

Schedule risk

A delayed pipeline puts pressure on the 2028 target.

Support case

The project promises construction jobs, permanent positions and local infrastructure spending while adding AI compute capacity.

Risk case

Permitting, energy supply and community concerns are becoming material constraints on AI campus delivery.

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