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Oracle Seeks Force Majeure Protection on Project Jupiter AI Data Center Payments

September 24, 2026 at 14:16 EDT

Infra & Chips
Sales & Business

Oracle has sent a force majeure notice tied to Project Jupiter, the New Mexico AI data center campus being built for its OpenAI infrastructure commitments, seeking to preserve the ability to delay payments if the site misses its planned 2028 opening. The move, reported by Bloomberg and summarized by Reuters, is not an attempt to exit as the main tenant but a contractual step aimed at limiting exposure if the project is delayed.

Sept. 24, 2026 · Oracle

Oracle moves to protect Project Jupiter payments

A force majeure notice seeks to preserve Oracle's ability to delay payments if the New Mexico AI campus misses its planned 2028 opening.

2028

Planned online target

$18B

Loans tied to the campus

$500B

Stargate commitment

~5%

Oracle share drop after report

AI infrastructure scale, drawn to proportion

4.5 GWOracle addition

10 GWStargate target

The Oracle expansion represents nearly half of the stated 10 GW U.S. Stargate infrastructure goal.

Support case

Oracle points to tax revenue, construction jobs, local water funding and a revised power design with lower expected NOx emissions.

Risk case

Residents, investors and lenders are watching permitting, water, pipeline timing and project-finance exposure.

What the notice does

Preserve rights→Monitor 2028 target→Delay payments if conditions apply

Oracle says the project remains on schedule; Blue Owl says the notice does not change the multiyear financial commitments.

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