Oracle 就新墨西哥 Stargate 数据中心发出不可抗力通知
Oracle sends force majeure notice on its New Mexico Stargate data center
Oracle 已向 Project Jupiter 的开发商发出不可抗力通知，该园区是位于新墨西哥的 Stargate 数据中心，Bloomberg 周四率先报道。通知并非要退出主要租户身份，而是允许在园区错过 2028 年上线目标时推迟付款。该园区设计承载 2.45 吉瓦，依赖 Bloom Energy 的燃气燃料电池，为其供气的 Energy Transfer 管道因许可多次被拒已推迟近六个月至 2027 年 2 月 1 日，燃料电池系统的空气质量许可也仍在审批中，州环境部门须在 11 月 23 日前决定。Oracle 表示项目仍按计划推进，Blue Owl Capital 称通知不改变该多年项目的财务承诺。
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Oracle has sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, Bloomberg first reported Thursday.
Force majeure clauses, common in energy and commodities contracts, excuse a party from contractual obligations when events outside its control get in the way. Oracle is not seeking to exit as the campus’s main tenant, according to Bloomberg’s sources. Instead, the notice would allow the company to delay payments should the facility miss its 2028 target to come online.
The notice also comes as AI data center construction faces growing scrutiny nationally, and as developers take on steep costs to build capacity for customers like OpenAI.
Oracle maintains that it does not expect a delay. “Project Jupiter remains on our planned schedule,” Oracle said in a statement to CNBC . “We are fully committed to New Mexico and confident in our path forward.”
Blue Owl Capital, whose unit received the notice, said in its own statement to CNBC that “this notice does not change the financial commitments to this multi-year project.”
Neither Oracle nor Blue Owl immediately responded to TechCrunch’s requests for comment.
Still, the notice follows a string of setbacks at the site, many of them tied to its energy supply. The campus, designed to handle 2.45 gigawatts, is meant to run on gas-powered fuel cells from Bloom Energy, which makes a reliable gas supply central to its timeline.
An Energy Transfer pipeline intended to deliver gas to the site has also been delayed nearly six months, to February 1, 2027, after regulators repeatedly denied permits for the line. In August, Bloomberg reported that the pipeline’s route had been changed following those rejections. A separate air-quality permit for the fuel cell system that would power the campus is also pending. The state’s environment department faces a November 23 deadline to decide.
Project Jupiter is one of the flagship sites of Stargate, the AI infrastructure initiative Oracle, OpenAI, and SoftBank announced with President Donald Trump early in his second term. The campus has drawn opposition from residents and environmental groups and has become a political flashpoint ahead of the midterm elections. Oracle has responded with a public outreach campaign in the state aimed at winning over the project’s critics, according to Bloomberg.