Oracle Advances Project Jupiter Data Center Campus

The 2.45-gigawatt facility in New Mexico remains on track for 2028 despite ongoing regulatory and lease disputes.

Updated on Oct. 30, 2026 in Data Centers

Oracle Advances Project Jupiter Data Center Campus

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Oracle is moving forward with its 1,400-acre Project Jupiter data center campus near Santa Teresa, New Mexico. The company recently issued a force majeure notice to landlord STACK Infrastructure while working through regulatory hurdles for air quality permits.

Why it matters

The massive 2.45-gigawatt development highlights the increasing power demands of large-scale AI infrastructure. It also illustrates the complex regulatory and financial strain companies face when scaling high-capacity data centers in drought-prone regions.

The 1,400-acre campus is designed to draw 2.45 gigawatts of power, supported by a Bloom Energy fuel cell microgrid. This setup aims to reduce nitrogen oxide emissions by 92% compared to traditional natural gas turbines.

The players

Oracle

A global enterprise software company transitioning into large-scale cloud infrastructure and AI data center development.

STACK Infrastructure

A digital infrastructure developer and owner of data center sites currently leasing land to Oracle.

Bloom Energy

A provider of solid-oxide fuel cell technology designed for high-capacity, on-site power generation.

The details

The facility relies on a private microgrid of fuel cells—devices that convert chemical energy directly into electricity via electrochemical reactions. Oracle adopted this design to minimize local nitrogen oxide emissions. To manage development timelines, the company utilizes force majeure notices, a contract provision that allows for rent delays of up to three years during unforeseen circumstances or regulatory hold-ups.

April 2026: Oracle switched power design to fuel cells.
August 2026: The Supreme Court paused the air quality permit process.
September 2026: The Supreme Court lifted the stay on the permit process.
October 27, 2026: Oracle executives provided a status update on Project Jupiter.
December 7, 2026: A permitting hearing is scheduled in Sunland Park.

The Tech Race

This project represents one of the largest infrastructure bets by a major cloud provider to secure dedicated, high-capacity power for AI workloads. It follows the precedent of the 2026 New Mexico Supreme Court air quality permit stay, which highlighted the regulatory friction surrounding massive industrial energy builds.

The project currently supports 1,230 local residents and is projected to create 3,100 permanent jobs upon completion. Residents can expect continued industrial activity in Doña Ana County as the 2028 operational target approaches.

The takeaway

Oracle is navigating significant financial and regulatory hurdles as it attempts to bring a massive 2.45-gigawatt campus online by 2028. Stakeholders should track the December 7, 2026 permitting hearing as a key indicator for whether the construction timeline remains viable.