Oracle is considering trucking compressed natural gas to Project Jupiter in New Mexico to run its early phases while the pipeline meant to supply it is delayed, Bloomberg reported on October 8. Oracle has done this before in Utah and Texas. An analyst estimated a large trailer would be exhausted in about 40 minutes at 100 MW of demand, against a campus planned for about 2.45 GW, with delivered gas at several times the hub price.
Oracle sent a force majeure notice on September 24 to Blue Owl, developer of Project Jupiter, the $165 billion Stargate data-center campus in New Mexico. New Mexico's land commissioner twice rejected right-of-way for the natural-gas pipeline meant to power the site, delaying construction by about six months. Oracle is staying on as tenant; the notice lets it defer payments if the campus misses its 2028 target. The project's debt was already trading below 90 cents on the dollar.
Frontier clusters went from 150 MW in 2023 to gigawatt-class in 2025, and the binding constraint is now power rather than chips. Four hyperscalers guide over $300B a year combined — the fastest capex ramp in corporate history.
A multi-year partnership puts Quantinuum's Helios — a 98-qubit trapped-ion machine with 99.921% average two-qubit gate fidelity — in a US Oracle Cloud Infrastructure AI data center, accessible as an OCI service alongside its GPU and HPC fleet. Oracle plans a preview of the quantum service in the coming months.
OpenAI / Oracle / SoftBank — A $500B, ~10 GW US data-center program was announced, with the first multi-GW campus rising in Abilene, Texas — the largest compute buildout ever committed. In Sep 2026 the programme's constraint showed up at a second campus: Oracle sent a force majeure notice to Blue Owl, developer of Project Jupiter, the $165B Stargate site in New Mexico, after the state land commissioner twice (March and July 2026) rejected right-of-way for the natural-gas pipeline meant to power it, a delay of about six months. Oracle is not leaving as tenant; the notice lets it defer payments if the campus misses its 2028 target. The binding input was gas, not chips. In October Oracle said it was considering trucking compressed gas to run Jupiter's early phases until Energy Transfer's pipeline arrives, reportedly now February 2027; one analyst estimated a large trailer would last about 40 minutes at 100 MW, and delivered gas would cost several times the hub price.
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