Oracle invokes force majeure on New Mexico Stargate data center (Project Jupiter)

Oracle sent a force majeure notice for its 2.45-GW New Mexico Stargate campus that would let it delay payments if the site misses its 2028 online target; Oracle says it is not exiting and the project remains on schedule.

Oracle invoked force majeure in connection with an AI data center in New Mexico, first reported via a Quartz headline shared on Hacker News on September 24, 2026, with no details. A later TechCrunch report the same day, citing Bloomberg, identified the site as Project Jupiter, a Stargate data-center campus in New Mexico. Oracle sent the notice to the project's developer; it would allow Oracle to delay payments if the campus misses its 2028 online target. Sources said Oracle is not seeking to exit as the main tenant. The 2.45-gigawatt campus is designed around Bloom Energy gas fuel cells, and an Energy Transfer gas pipeline serving it has been delayed nearly six months to February 1, 2027. Oracle said the project remains on schedule, and Blue Owl Capital said its multi-year financial commitments are unchanged. No cyber incident, outage, or security impact is described in either report.

• Oracle sent a force majeure notice to the developer of Project Jupiter, a Stargate data-center campus in New Mexico (per Bloomberg, reported by TechCrunch on 2026-09-24).
• The notice would let Oracle delay payments if the site misses its 2028 online target; sources said Oracle is not seeking to exit as the main tenant.
• The campus has a planned capacity of 2.45 gigawatts and is designed around Bloom Energy gas fuel cells.
• An Energy Transfer gas pipeline serving the project has been delayed nearly six months to February 1, 2027.
• Oracle stated the project remains on schedule; Blue Owl Capital said its multi-year financial commitments are unchanged.
• The earliest public signal was a Hacker News submission on 2026-09-24 linking to a Quartz report with only the headline and no details.
• Neither report describes a cyber incident, outage, or security impact.