Oracle to fuel Project Jupiter AI campus with trucked gas

Oracle plans to power its 2.45-gigawatt Project Jupiter AI campus in New Mexico with trucked compressed natural gas after regulators blocked a pipeline right-of-way. The delay pushed completion to February 1, 2027, prompting a force majeure notice, while Oracle shares fell about 52% over the past year.

• The 2.45-GW Project Jupiter campus is designed to support OpenAI operations
• Powering it entirely by truck would need nearly 900 deliveries a day
• Trucked gas costs roughly four times more than pipeline gas
• About 20 banks issued an $18 billion construction loan, now trading at a discount