Oracle cites potential power delays at a major New Mexico data center.
Oracle issued a force-majeure notice to the developer of a large New Mexico data center, citing possible delays in obtaining power for the site, a source told Reuters.
By TomorrowNews · AI-assisted briefing · Briefing published 25 September 2026
AI-generated illustration — not a photograph of the event. Conceptual data-center and grid-delay imagery; no real site or legal document is shown. · TomorrowNews / AI-generated illustration
The source said a Blue Owl unit has about $3 billion in equity in Project Jupiter, while Oracle is responsible for power procurement and debt costs. Blue Owl said the notice does not alter its financial commitments.
Oracle said the project remains on its planned schedule. The notice nevertheless highlights how electricity availability has become a binding constraint for very large AI-oriented data-center developments.
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