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● TRACKER Updated 4d ago · 59 sources tracked

Oracle Cites ‘Force Majeure’ to Shield Itself on Controversial Data Center

Oracle and OpenAI halted the expansion of their Abilene AI data center, previously known as Project Jupiter, following disputes over financing and capacity plans. The 2.45-gigawatt facility in New Mexico is valued at 165 billion dollars. Oracle previously invoked a force majeure clause to shield itself from cost increases and payment delays tied to grid infrastructure problems, permit challenges, and investor anxiety. Now, Yucca Growth Infrastructure is surrendering its right to a November 23 decision on a critical air quality permit to extend the regulatory review timeline.

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  • ✓ Yucca Growth Infrastructure is extending the timeline for a critical air quality permit review by giving up its right to a decision by November 23.
🛡️ Source Corroboration: 59 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

Yucca Growth Infrastructure extended the regulatory review timeline for a critical air quality permit by giving up its right to a decision by November 23.

Live updates

  1. Permit Delay Hits Oracle Data Center Amid OpenAI Fallout

    Oracle and OpenAI halted the expansion of their Abilene AI data center, previously known as Project Jupiter, following disputes over financing and capacity plans. The 2.45-gigawatt facility in New Mexico is valued at 165 billion dollars. Oracle previously invoked a force majeure clause to shield itself from cost increases and payment delays tied to grid infrastructure problems, permit challenges, and investor anxiety. Now, Yucca Growth Infrastructure is surrendering its right to a November 23 decision on a critical air quality permit to extend the regulatory review timeline.

    Why it matters

    The dispute between Oracle and OpenAI highlights growing financial and infrastructural strains on massive artificial intelligence infrastructure projects. Regulatory hurdles, such as air quality permit reviews, threaten to further complicate development timelines for multi-billion-dollar facilities. Oracle previously relied on contractual protections to manage financial exposure stemming from grid problems and regulatory friction.

    What is confirmed

    • Yucca Growth Infrastructure is extending the timeline for a critical air quality permit review by giving up its right to a decision by November 23.

    What to watch next

    • Completion of the state environmental regulators review for the air quality permit after November 23.
    • Further announcements regarding the financial or operational status of the Abilene AI data center.
    Sources used for this update (2)
    1. finance.yahoo.com — OpenAI-Linked Oracle Data Center Reportedly Faces Fresh Power ...
    2. www.zerohedge.com — Microsoft Pulls The Plug On Oracle AI Rental As ... - Zerohedge
    confidence 90%

  2. Oracle and OpenAI Halt Abilene Data Center Expansion

    Oracle and OpenAI have stopped the expansion of their Abilene AI data center following a split between the two companies. This decision stems from disputes over financing and changes to capacity plans. The project, previously known as Project Jupiter, is a 2.45-gigawatt facility in New Mexico valued at 165 billion dollars. Oracle previously used a force majeure clause to shield itself from cost increases and payment delays caused by grid infrastructure problems while facing permit challenges and investor anxiety.

    Why it matters

    The project was designed to support massive AI workloads for OpenAI. Grid infrastructure hurdles and air quality permit reviews have already complicated the site's development.

    What is confirmed

    • Oracle and OpenAI halted the expansion of the Abilene AI data center.
    • The Project Jupiter facility in New Mexico is a 2.45-gigawatt campus valued at 165 billion dollars.
    • Oracle invoked a force majeure clause to protect against payment delays and cost increases.

    Still unconfirmed

    • The halt of the Abilene expansion resulted from financing disputes and shifting capacity plans.

    What to watch next

    • Updates on the air quality permit application review timeline
    • Legal filings regarding the Oracle and OpenAI split
    • Changes to the New Mexico grid infrastructure timeline
    Sources used for this update (2)
    1. savrn.com — Nationwide Data Center Delay Watchlist - savrn.com
    2. www.computeforecast.com — Oracle OpenAI Abilene AI Data Center Expansion Scrapped
    confidence 80%

  3. Oracle Dismisses Anxiety Over $165 Billion New Mexico Data Center

    Oracle is downplaying growing concerns from lenders and investors regarding Project Jupiter, its massive 165 billion dollar artificial intelligence data center campus in New Mexico. The 2.45-gigawatt facility, built for OpenAI, previously saw Oracle invoke a force majeure clause to protect itself from payment delays and cost increases driven by grid infrastructure hurdles. While Oracle attempts to calm market anxieties, opponents of the project face setbacks in their ongoing permit fight, and state officials report uncertainty regarding the timeline for reviewing the updated air quality permit application for the controversial site.

    Why it matters

    Large artificial intelligence data center developments across the United States face severe grid bottlenecks, driving up expenses and slowing timelines. Project Jupiter exemplifies these heavy infrastructure pressures, pushing operators to explore unconventional power solutions such as trucking compressed natural gas or sourcing energy from El Paso Electric. Lenders and investors remain nervous about these escalating hurdles and financial delays.

    What is confirmed

    • Oracle is brushing off growing worries surrounding Project Jupiter, its 165 billion dollar artificial intelligence data centre campus in New Mexico.
    • State officials are unsure how long it will take to review Project Jupiter’s updated air quality permit application.

    What to watch next

    • State officials releasing a review timeline for the updated air quality permit application
    • Further updates from Oracle regarding alternative power solutions for the New Mexico campus
    Sources used for this update (5)
    1. www.santafenewmexican.com — Project Jupiter foes dealt blow in data center permit fight
    2. www.siliconreport.com — Datacenters archive: September 2026 | SiliconReport
    3. economictimes.indiatimes.com — jupiter company: Latest News & Videos, Photos about jupiter ...
    4. timesofindia.indiatimes.com — Oracle's Project Jupiter has investors and lenders anxious ...
    5. sg.finance.yahoo.com — Oracle's massive expansion plans face a daunting reality
    confidence 100%

  4. Oracle cites force majeure on $165 billion AI data center

    Oracle invoked a force majeure clause on its 2.45-gigawatt Project Jupiter data center in New Mexico, built for OpenAI, to shield itself from cost increases and payment delays amid infrastructure hurdles. The move comes as US AI data center projects face delays and rising costs due to grid issues. Oracle is exploring alternatives, including trucking compressed natural gas to the site and securing power from El Paso Electric.

    Why it matters

    The data center project is crucial for OpenAI and Oracle's AI ambitions. Delays and cost overruns threaten the 2028 opening, impacting Oracle's business and investor confidence. Environmental activists are closely watching the dispute, seeing it as a blueprint for nationwide campaigns against AI data centers.

    What is confirmed

    • US AI data center projects face delays and rising costs amid grid issues.
    • Oracle declared force majeure on Project Jupiter, a 2.45-gigawatt AI data center in New Mexico.
    • A Texas data center moratorium is set for December 31, 2027, at 21.5%.

    Still unconfirmed

    • Anthropic PBC expects heightened scrutiny of its environmental and social tensions associated with AI data center build-out.

    What to watch next

    • Oracle's negotiations with El Paso Electric
    • Environmental activists' campaigns against AI data centers nationwide
    • The impact of the force majeure clause on Project Jupiter's 2028 opening
    Sources used for this update (3)
    1. cryptobriefing.com — US AI data center projects face delays, rising costs amid ...
    2. www.youtube.com — Oracle Just Used an "Act of God" Clause on a $165 Billion AI ...
    3. www.insurancejournal.com — Anthropic Filing Reveals Concerns Over Data Center Pushback
    confidence 90%

  5. Oracle Cites Force Majeure on New Mexico AI Center

    Oracle declared force majeure on Project Jupiter, a 2.45-gigawatt artificial intelligence data center in New Mexico built for OpenAI. The move aims to shield the company from cost increases and payment delays as infrastructure hurdles threaten the 2028 opening. Oracle is exploring trucking compressed natural gas to the site and offered El Paso Electric $10 million annually for 10 years to secure power. The setbacks caused a nearly 5 percent drop in pre-market share prices, while environmental activists claim the dispute provides a blueprint for campaigns nationwide.

    Why it matters

    Project Jupiter is currently two years into a four-year construction plan. Infrastructure and power generation challenges have created friction over the feasibility of completing the massive facility on schedule.

    What is confirmed

    • Oracle issued a force majeure notice to protect itself from potential cost increases related to a large data center project in New Mexico.

    Still unconfirmed

    • Environmental activists plan to use the Oracle data center fight as a blueprint for a United States-wide campaign blitz.

    What to watch next

    • Resolution of the power supply negotiations between Oracle and El Paso Electric
    • Further announcements regarding the 2028 construction timeline for Project Jupiter
    Sources used for this update (4)
    1. www.energyconnects.com — Oracle Data Center Fight Hands Activists Path to US-Wide Blitz
    2. www.galvnews.com — Oracle cites ‘force majeure’ to shield itself on data center ...
    3. dialecticaldispatches.substack.com — What Oracle's Force Majeure Notice Reveals About the AI Buildout
    4. www.fool.com — Bloom Energy vs. Oracle: Which AI Infrastructure Stock Is the ...
    confidence 90%

  6. Oracle Invokes Force Majeure for New Mexico AI Campus

    Oracle declared force majeure on Project Jupiter, a 2.45-gigawatt AI data center in New Mexico designed for OpenAI. The company aims to avoid payment delays and cost increases as infrastructure hurdles threaten a 2028 opening. Oracle is exploring trucking compressed natural gas to the site and has offered El Paso Electric $10 million annually for 10 years to secure power. These setbacks contributed to a nearly 5 percent drop in pre-market share prices. The project is currently two years into a four-year construction plan.

    Why it matters

    The project represents a massive investment in AI infrastructure during a period of rising financing costs. Increased credit spreads for firms like Oracle and CoreWeave suggest tightening borrowing conditions for large-scale AI builds. These power and delivery risks are affecting multiple deployments across the sector.

    What is confirmed

    • Oracle declared force majeure regarding Project Jupiter in New Mexico.
    • Project Jupiter is a 2.45-gigawatt AI campus designed for OpenAI.
    • The project is two years into a four-year construction plan.

    Still unconfirmed

    • Oracle is considering trucking compressed natural gas to the site to maintain the timeline.
    • Oracle proposed paying El Paso Electric $10 million annually for 10 years for power.
    • Jefferies reports that Oracle and CoreWeave are seeing increased credit spreads and borrowing costs.

    What to watch next

    • Confirmation of the final opening date beyond 2028
    • Agreement or rejection of the power payment offer to El Paso Electric
    • Changes in credit spreads affecting AI project funding
    Sources used for this update (4)
    1. economictimes.indiatimes.com — oracle data centre: Latest News & Videos, Photos about oracle ...
    2. thebuildout.ai — AI infrastructure builds face rising delivery risks from ...
    3. dyax.io — Oracle Declares Force Majeure on New Mexico Data Center ...
    4. www.fool.com — Oracle Calls Force Majeure Already? | The Motley Fool
    confidence 90%

  7. Oracle Uses Force Majeure as Project Jupiter Power Delays Persist

    Oracle issued a force majeure notice to developer Blue Owl to avoid cost hikes and delay payments for Project Jupiter. The 2.45-gigawatt AI campus in New Mexico, designed for OpenAI, faces setbacks that may push its opening past 2028. To maintain the timeline, Oracle is considering trucking compressed natural gas to the site. The company has also proposed paying El Paso Electric $10 million annually for 10 years to secure construction and backup power. These infrastructure hurdles caused Oracle shares to drop nearly 5 percent in pre-market trading.

    Why it matters

    Project Jupiter is a massive infrastructure investment intended to support OpenAI's computational needs. Persistent power pipeline delays have forced Oracle to reconsider its energy strategy. Investors are now questioning the project's total cost and feasibility.

    What is confirmed

    • Oracle shares dropped nearly 5 percent in pre-market trading.
    • Project Jupiter is a 2.45-gigawatt AI campus in New Mexico designed for OpenAI.
    • Oracle sent a force majeure notice to developer Blue Owl.

    Still unconfirmed

    • Oracle withdrew or revised permits for gas turbines and a pipeline to use Bloom Energy fuel cells.
    • Oracle proposed paying El Paso Electric $10 million a year for 10 years for construction and backup power.
    • Oracle is weighing trucking compressed natural gas to the site to enable early operations.

    What to watch next

    • Confirmation of the power agreement with El Paso Electric
    • Official update on the 2028 opening date
    • Verification of the shift to Bloom Energy fuel cells
    Sources used for this update (3)
    1. www.econotimes.com — Oracle Shares Fall as New Mexico AI Data Center Faces Power ...
    2. centralintelligence.co — Project Jupiter’s Power Plan Under Pressure | Data Centers ...
    3. www.thedeskresearch.com — Oracle proposes Project Jupiter power deal and up to $55 ...
    confidence 80%

  8. Oracle Cites Force Majeure on New Mexico AI Campus

    Oracle shares fell nearly 5 percent in pre-market trading after the company sent a force majeure notice to Project Jupiter developer Blue Owl. The move protects Oracle from potential cost increases and allows payment delays if construction setbacks push the OpenAI-focused New Mexico AI campus beyond its planned 2028 opening. Pipeline delays have threatened the 2.45-gigawatt facility, leading Oracle to weigh trucking compressed natural gas to the site so early stages can come online before permanent connections are finished. The company faces investor questions over the costly infrastructure project.

    Why it matters

    The 2.45-gigawatt artificial intelligence campus in New Mexico supports a massive AI backlog and highlights the immense power demands of modern data centers. Pipeline delays have created severe scheduling hurdles, forcing companies to rely on temporary fossil-fuel solutions like trucked natural gas to power early site operations. The legal maneuver of invoking force majeure shields Oracle from financial liability as infrastructure bottlenecks collide with aggressive deployment timelines.

    What is confirmed

    • Oracle shares fell nearly 5 percent in pre-market trading after reports of the force majeure notice.
    • Oracle sent a force majeure notice to Project Jupiter developer Blue Owl.
    • Project Jupiter is a 2.45-gigawatt artificial intelligence campus in New Mexico built for OpenAI.
    • Oracle is weighing trucking compressed natural gas to the New Mexico campus because pipeline connections remain incomplete.

    Still unconfirmed

    • The pipeline delay threatens a 664 billion dollar AI backlog.

    What to watch next

    • Whether Blue Owl or other partners contest the force majeure notice in court or arbitration.
    • Updates on whether Oracle ultimately begins trucking compressed natural gas to the New Mexico campus.
    Sources used for this update (4)
    1. www.wionews.com — Oracle shares fall 5% as costly AI infrastructure project ...
    2. www.foreignpolicyjournal.com — Oracle (NYSE: ORCL) Issues Force Majeure Warning As Pipeline Delay Threatens $664 Billion AI Backlog
    3. article.wn.com — Oracle cites ‘force majeure’ to shield itself on data center ...
    4. www.naturalnews.com — Oracle Trucks Compressed Natural Gas to Data Centers as ...
    confidence 90%

  9. Oracle Trucks Natural Gas to New Mexico Data Center

    Oracle is trucking in natural gas to power its $165B New Mexico artificial intelligence campus after a pipeline delay threatened the project schedule. The company intends to use trucks to deliver compressed natural gas to the Project Jupiter data center, allowing the early stages of the site to come online before the key pipeline enters service. Oracle previously invoked a force majeure clause to defer lease payments for the 2.5 GW facility due to power supply delays and regulatory hurdles, while maintaining that the campus remains on schedule for a 2028 opening.

    Why it matters

    Artificial intelligence expansion is facing mounting pressure across the United States as data center opposition grows into a significant business risk. Power scarcity and regulatory rulings have put massive power projects on strict timelines, forcing tech companies to seek expensive stopgap measures. Oracle reported fiscal first-quarter revenue rising 30.00 percent to USD 19.3 billion alongside its force majeure notices.

    What is confirmed

    • Oracle is considering using trucks to move gas in New Mexico to avoid power delays threatening its data center timeline.
    • Oracle invoked a force majeure notice as AI power grows scarce.
    • Oracle revenue rose 30.00 percent to USD 19.3 billion in the fiscal first quarter.
    • Oracle stock traded at EUR 127.62 on October 5, 2026, compared to EUR 126.27 previously.

    Still unconfirmed

    • Oracle's New Mexico AI campus is valued at $165B.
    • The Project Jupiter data center is rated at 2.45-gigawatts.
    • Oracle stock gained 1.07 percent following the force majeure notice.

    What to watch next

    • Whether the natural gas trucking strategy successfully brings the early stages of Project Jupiter online ahead of the pipeline completion.
    • Further regulatory rulings impacting the 2.45-gigawatt or 2.5 GW project timelines.
    • Updates on investor sentiment and stock performance following the force majeure and pipeline delays.
    Sources used for this update (6)
    1. hoodline.com — Oracle's New Mexico AI Data Center Faces Pipeline Delays
    2. www.ttnews.com — Oracle moves gas by trucks to avoid data center power delays
    3. finance.yahoo.com — Oracle’s ‘force majeure’ warning lands as AI power gets scarce
    4. www.ad-hoc-news.de — Oracle issues force majeure notice: Oracle stock gains 1.07 ...
    5. constructionreviewonline.com — The Data Center Backlash Has Become a Business Risk
    6. www.supplychainbrain.com — Oracle Moves Gas by Trucks to Avoid Data Center Power Delays
    confidence 90%

  10. Oracle cites force majeure on $165 billion New Mexico data center

    Oracle invoked a force majeure clause to defer lease payments for its 2.5 GW Project Jupiter data center in New Mexico, citing power supply delays and regulatory hurdles. The company claims the project remains on schedule for a 2028 opening despite impacting investor sentiment. Oracle stock dropped 5% amid reports of site flooding.

    Why it matters

    The data center campus involves a planned total investment of up to $165 billion and includes a massive fuel-cell deployment from Bloom Energy. This development has significant implications for Oracle's AI infrastructure expansion and investor confidence.

    What is confirmed

    • Oracle Corporation is an American multinational technology company headquartered in Austin, Texas.
    • Oracle's core application software includes enterprise resource planning (ERP), human capital management (HCM), customer experience (CX) and supply chain management (SCM) software.
    • The planned total investment in Project Jupiter is up to $165 billion.
    • Oracle issued a force majeure notice to Blue Owl Capital to defer lease payments for Project Jupiter.
    • Oracle is using natural gas trucks to power data centers, including Project Jupiter in New Mexico.

    Still unconfirmed

    • Oracle is considering trucking compressed natural gas to its Project Jupiter data center in New Mexico.

    What to watch next

    • Oracle's Q2 2027 financial report for updates on Project Jupiter's progress
    • Regulatory decisions on power supply infrastructure for the data center
    • Construction timelines and potential delays or cost overruns
    Sources used for this update (9)
    1. en.wikipedia.org — Oracle Corporation - Wikipedia
    2. docs.oracle.com — Oracle Help Center
    3. www.virtualbox.org — Oracle VirtualBox
    4. en.wikipedia.org — Oracle - Wikipedia
    5. frankrayal.com — Oracle, Force Majeure, and the Hidden Risks Behind the AI ...
    6. guavy.com — AI Data Center Delays Highlight New Bottlenecks for Oracle ...
    7. finance.yahoo.com — Oracle uses natural gas trucks to power data centers - report
    8. finance.yahoo.com — Market Chatter: Oracle Exploring Trucking Natural Gas to Project Jupiter in New Mexico
    9. www.9fin.com — Hot Stacks — The force majeure clause haunting data center ...
    confidence 90%

  11. Oracle Invokes Force Majeure to Defer Rent on New Mexico Project Jupiter

    Oracle issued a force majeure notice to Blue Owl Capital to defer lease payments for Project Jupiter, a 2.5 GW AI data center campus in New Mexico. The company seeks financial protection against cost increases and liabilities caused by power supply delays and regulatory hurdles. While Oracle claims the project remains on schedule for a 2028 opening, the move has impacted investor sentiment, causing Oracle stock to drop 5% amid concurrent reports of site flooding. The campus involves a planned total investment of up to $165 billion and includes a massive fuel-cell deployment from Bloom Energy.

    Why it matters

    The project relies on coordinated delivery of power generation and gas infrastructure. A July state rejection of a natural gas pipeline extension created a critical bottleneck, as Oracle warned that missing an August 15 service window would significantly raise costs.

    What is confirmed

    • Oracle issued a force majeure notice to Blue Owl Capital regarding Project Jupiter in New Mexico.
    • The Project Jupiter campus is designed for 2.5 GW of power.
    • Oracle seeks to defer rent payments if the facility misses its planned 2028 opening.
    • Oracle stock fell 5% following concerns over flooding at the New Mexico site.
    • Oracle stated on X that Project Jupiter remains on its planned schedule.
    • The project involves a total planned investment of up to $165 billion.

    Still unconfirmed

    • Construction loans for the project are trading between 89 and 91 cents.
    • The site consists of 1,400 acres and four data center buildings.

    What to watch next

    • Federal ruling on the fast-tracking of the natural gas pipeline review
    • Confirmation of lease payment terms between Oracle and Blue Owl
    • Verification of infrastructure damage from reported site flooding
    Sources used for this update (16)
    1. www.semafor.com — Oracle force majeure on US data center showcases AI infrastructure risks
    2. www.enr.com — Oracle Invokes Force Majeure as New Mexico Project Jupiter Power Work Faces Hurdles
    3. finance.yahoo.com — Oracle stock drops as the company moves to shield itself from controversial data center costs
    4. highsso.com — Oracle Project Jupiter 불가항력 통지, 전력 지연과 AI 데이터센터 금융 리스크
    5. enterpriseai.economictimes.indiatimes.com — Oracle force majeure move rattles AI data centre financing ...
    6. finance.yahoo.com — Oracle's $18 Billion AI Data Center Just Dodged a Major ...
    7. contents.premium.naver.com — 주간전략보고 : 투자의 생각 (9월 28일~10월 2일)
    8. www.heise.de — Massive AI data center delayed? Oracle wants deferral of rent ...
    9. www.realtytoday.com — Oracle's Force Majeure Notice on Project Jupiter Puts Rent ...
    10. en.sedaily.com — Oracle Delays Data Center Rent Payments in Notice to Blue Owl
    11. www.aiaffairs.com — Oracle sends Blue Owl force majeure notice over New Mexico ...
    12. www.gate.com — Oracle Issues Force Majeure Notice on Project Jupiter Over 2 ...
    confidence 90%

  12. Oracle Issues Force Majeure Over New Mexico Data Center Power

    Oracle issued a force majeure notice to a Blue Owl unit developing a large data center project in New Mexico. The action aims to protect Oracle from potential cost increases and financial liabilities associated with the digital infrastructure project. Sources familiar with the matter stated the notice cites potential delays in securing power for the facility. The development compounds existing friction for the project, which has already encountered regulatory setbacks and public opposition. Meanwhile, legal battles continue to surround data center developments, including a separate homeowner lawsuit in Westlake involving zoning disputes and proximity to residential neighborhoods.

    Why it matters

    Large digital infrastructure projects face increasing friction as power acquisition challenges and community resistance mount. Oracle is attempting to insulate itself from rising expenses and financial exposure tied to the New Mexico facility. Concurrently, data center proposals are drawing fierce local pushback and judicial scrutiny in multiple jurisdictions.

    What is confirmed

    • Oracle sent a force majeure notice to a Blue Owl unit developing a large data center in New Mexico.
    • The notice aims to protect Oracle from potential cost increases and financial liabilities related to the project.
    • Sources familiar with the matter reported the notice cites potential delays in securing power for the facility.

    Still unconfirmed

    • Homeowners in Westlake and Keller argue that a proposed data center facility violates zoning rules and is positioned too close to nearby neighborhoods.

    What to watch next

    • Resolution of the force majeure notice between Oracle and the developer
    • Updates on power acquisition timelines for the New Mexico facility
    • Further court rulings in the Westlake data center zoning lawsuit
    Sources used for this update (2)
    1. www.cbsnews.com — Judge hears arguments in Westlake data center lawsuit from HOA, homeowners
    2. economictimes.indiatimes.com — Oracle cites 'force majeure' to shield itself on controversial data centre: Bloomberg News
    confidence 90%

  13. Oracle Issues Force Majeure Notice Over New Mexico Data Center

    Oracle has issued a force majeure notice to a Blue Owl unit developing a large data center in New Mexico. The action aims to protect Oracle from potential cost increases and financial liabilities associated with the project. According to a person familiar with the matter who spoke to Reuters, the notice cites potential delays in securing power for the facility. The development adds a fresh layer of friction to a massive digital infrastructure project that has already faced regulatory setbacks and public opposition.

    Why it matters

    The move by Oracle exposes growing friction over massive artificial intelligence infrastructure projects that require immense power supplies. Large tech companies are racing to build capacity, but face escalating pushback and grid connection hurdles. Legal maneuvers like force majeure highlight the financial exposure corporations face when power acquisition stalls.

    What is confirmed

    • Oracle issued a force majeure notice to a Blue Owl unit, which is the developer of a large New Mexico data center.
    • The force majeure notice cites potential delays in securing power for the data center project.
    • Oracle is seeking to protect itself from potential cost increases and financial liabilities related to the development.

    Still unconfirmed

    • Market reports link the force majeure action to the project's high costs and controversial nature, though specific contractual triggers remain undisclosed.

    What to watch next

    • Responses or legal challenges from developer Blue Owl regarding the force majeure notice
    • Updates on power acquisition timelines for the New Mexico data center project
    Sources used for this update (5)
    1. contents.premium.naver.com — 📬 미국 주식 데일리 종목 분석 (2026.09.25)
    2. contents.premium.naver.com — 일간보고 : 투자의 생각 (260925)
    3. www.thestar.com.my — Oracle cites ‘force majeure’ to shield itself on controversial data center, Bloomberg News reports
    4. finance.yahoo.com — Oracle Cites ‘Force Majeure’ to Shield Itself on Controversial Data Center
    5. www.marketscreener.com — Oracle cites 'force majeure' to shield itself on controversial data center, Bloomberg News reports
    confidence 95%

  14. Oracle Invokes Force Majeure for AI Data Center Project

    Oracle has issued a force majeure notice to protect itself from costs related to a controversial data center project. The move triggered a decline in Oracle shares and caused Bloom Energy stock to slide. The company is using the legal clause to shield itself from financial liabilities associated with the development. Market reports link this action to the project's high costs and controversial nature, though specific contractual triggers for the force majeure claim remain undisclosed.

    Why it matters

    Force majeure clauses allow companies to suspend or terminate obligations due to unforeseeable circumstances beyond their control. This development impacts the broader AI infrastructure build-out as firms struggle with the immense costs of computing resources.

    What is confirmed

    • Oracle cited force majeure to shield itself from costs related to a data center project.
    • Oracle shares dropped following reports of the force majeure notice.
    • Bloom Energy shares declined following the reports of Oracle's action.

    Still unconfirmed

    • The force majeure notice relates to Project Jupiter in New Mexico.
    • Blue Owl's Stack Infrastructure will delay Project Jupiter by one year.

    What to watch next

    • Official confirmation from Oracle regarding the specific project name and location
    • Legal challenges from partners or contractors regarding the force majeure claim
    • Updates on the construction timeline for the affected data center
    Sources used for this update (8)
    1. Bloomberg — Oracle Cites ‘Force Majeure’ to Shield Itself on Controversial Data Center
    2. CNBC — Oracle shares drop on report it sent 'force majeure' notice about data center project
    3. finance.yahoo.com — Oracle stock drops as the company moves to shield itself from controversial data center costs
    4. Seeking Alpha — Bloom Energy slides on reported Oracle data center force majeure (BE:NYSE)
    5. Reuters — Oracle cites ‘force majeure’ to shield itself on data center, Bloomberg News reports
    6. finance.yahoo.com — Market Chatter: Blue Owl's Stack Infrastructure to Delay Project Jupiter by a Year
    7. note.com — 7 AI News Highlights of the Day | September 26, 2026 |
    8. moneymorning.com — Oracle Just Hit the Force Majeure Button on a Giant AI Data Center
    confidence 90%
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