BREAKING
Oracle AI Data Centers Over Budget
0B
cloud contract $
0
start year
0GW
added capacity
What Keeps Driving Costs Up
1Permitting fights
2Power arrangement shifts
3New regulatory demands
4Delays and overruns
Texas and New Mexico Sites
Abilene, Texas17 fields
Two buildings live
600MW expansion dropped
Texas expansion ended
Santa Teresa, NMProject Jupiter
Switched to Bloom fuel cells
Water-use objections
Transparency criticism
0B
FY2026 capex $
0B
prior year $
0B
FY2027 plan $
A Bellwether for the AI Boom
AI NEWS BLITZ
Oracle's massive AI data centers for OpenAI are running well over budget.