# Reported Oracle notice tests Project Jupiter’s power and contract plans > Bloomberg and Reuters report that Oracle sent a force majeure notice concerning Project Jupiter’s power supply. Oracle says the New Mexico AI data centre remains on schedule; public permit records show a pipeline setback but do not settle the contract or completion date. By BIG CHANGE Editorial Published: 2026-09-25T15:24:41.136Z Updated: 2026-09-25T15:24:41.136Z Canonical: https://bigchange.ai/blog/oracle-project-jupiter-force-majeure-power-risk ![Conceptual charcoal illustration of a large transformer beside a distant data-centre building in arid terrain.](https://bigchange.ai/api/media/file/oracle-project-jupiter-power-hero-v1.png) AI-generated conceptual illustration by BIG CHANGE. [Bloomberg reported on September 24](https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center) that Oracle had sent a force majeure notice to the developer of Project Jupiter, a New Mexico data centre planned to supply AI computing capacity for OpenAI. [Reuters separately reported](https://uk.marketscreener.com/news/oracle-cites-force-majeure-to-shield-itself-on-data-center-bloomberg-news-reports-ce785adede8cfe2d), citing a person familiar with the matter, that the notice concerned potential delays in securing power. Oracle says the project remains on its planned schedule. The reports do not include the notice or contract text. ## The big change - **What changed:** Reporters have described a private notice that may affect how Oracle and the developer allocate the cost of a future delay. The reported notice is not a public finding that a force majeure event has occurred. - **How it happens:** Project Jupiter’s proposed on-site power system needs a gas supply. New Mexico denied permission for one proposed pipeline segment across state land; TechCrunch reports that a separate air-quality permit remains under review. - **Why it matters:** The timing of electricity delivery affects when AI capacity can be used and when project payments may change. Oracle says the project is on schedule; Blue Owl says the notice leaves financial commitments intact. ## What the companies say, and what remains private Oracle vice-president Michael Egbert [told Axios](https://www.axios.com/2026/09/24/oracle-force-majeure-blue-owl-openai) that “Project Jupiter remains on our planned schedule” and that such notices are often used to preserve contractual rights. He said a notice alone does not establish a delay or change delivery expectations. Blue Owl, which owns developer STACK Infrastructure, said it remains aligned with Oracle and that the notice does not change financial commitments to the multiyear project. Reuters’ source described payment and power obligations under the contract. A [later Reuters analysis](https://www.investing.com/news/stock-market-news/analysisoracle-blue-owl-project-delaysends-ripples-through-ai-financing-sources-say-4916397) quoted a person familiar with the notice and deal saying the program was being delayed by a year. That account conflicts with Oracle’s public schedule statement. Without the notice, contract and an agreed project timetable, the reported payment consequences and any overall delay cannot be established from public records. A notice also does not show that either party has accepted a claim of force majeure. ## A documented obstacle to the power plan The [New Mexico State Land Office said on July 15](https://www.nmstatelands.org/2026/07/15/commissioner-garcia-richard-again-denies-request-to-run-portion-of-project-jupiter-pipeline-through-state-lands/) that it had denied a request to reconsider its March rejection of rights of way and a lease for a 0.6-mile section of a proposed 17-mile gas pipeline serving Project Jupiter. That is a specific permitting setback. It does not establish that another route or supply arrangement is impossible. [TechCrunch reported on September 24](https://techcrunch.com/2026/09/24/oracle-sends-force-majeure-notice-on-its-new-mexico-stargate-data-center/) that a separate air-quality permit for the fuel-cell system was still pending. STACK’s [project materials](https://www.stackinfra.com/wp-content/uploads/2025/09/Project-Jupiter-Onsite-Generation.pdf) describe on-site electricity generation as the intended design. Neither source establishes when power will be delivered or shows that the system is operating. [OpenAI identified the Doña Ana County site](https://openai.com/index/five-new-stargate-sites/) as part of its Oracle Stargate expansion in September 2025. The immediate question for customers and financiers is when the planned computing capacity will be ready and which contractual payments would apply if power arrives later than expected. Those answers depend on milestones and terms that the public project announcements do not disclose. ## Sources - [Bloomberg: Oracle cites force majeure on Project Jupiter](https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center) — Bloomberg first reported the private notice. Its article was blocked for direct reading; Reuters separately reported the notice through its own source. No Bloomberg-only contract or schedule detail is treated as verified. - [Reuters: Oracle notice and source account](https://uk.marketscreener.com/news/oracle-cites-force-majeure-to-shield-itself-on-data-center-bloomberg-news-reports-ce785adede8cfe2d) — Reuters reports from a person familiar with the matter that the notice cites potential delays in securing power and gives Oracle and Blue Owl responses. Its anonymous account does not supply the notice or establish that rent terms changed. - [Reuters: Project Jupiter financing analysis](https://www.investing.com/news/stock-market-news/analysisoracle-blue-owl-project-delaysends-ripples-through-ai-financing-sources-say-4916397) — A later Reuters account cites a person familiar with the deal saying the program is delayed by a year. Oracle says the project remains on schedule, and no public milestone or contract resolves the conflict. - [Axios: Oracle and Blue Owl statements](https://www.axios.com/2026/09/24/oracle-force-majeure-blue-owl-openai) — Axios attributes direct statements to Oracle vice-president Michael Egbert and a Blue Owl spokesperson. Their schedule and commitment statements are the companies' positions, not independent proof of the outcome. - [New Mexico State Land Office: Project Jupiter pipeline crossing denial](https://www.nmstatelands.org/2026/07/15/commissioner-garcia-richard-again-denies-request-to-run-portion-of-project-jupiter-pipeline-through-state-lands/) — The office reports its July 14 refusal to reconsider a March denial for a 0.6-mile state-land segment of a proposed 17-mile gas pipeline. This documents a route setback, not the full site's power status or completion date. - [TechCrunch: Project Jupiter notice and air permit reporting](https://techcrunch.com/2026/09/24/oracle-sends-force-majeure-notice-on-its-new-mexico-stargate-data-center/) — TechCrunch reports that the separate air-quality permit for the proposed fuel-cell system was pending on September 24. Its notice account relies on Bloomberg; the story does not establish an eventual permit decision or power delivery date. - [STACK Infrastructure: Project Jupiter on-site generation plan](https://www.stackinfra.com/wp-content/uploads/2025/09/Project-Jupiter-Onsite-Generation.pdf) — Developer material describes planned on-site electricity generation. Its proposed benefits and timetable are not an observed operating outcome. - [OpenAI: five Stargate sites, including Doña Ana County](https://openai.com/index/five-new-stargate-sites/) — OpenAI identifies the New Mexico site within its Oracle Stargate capacity plans. Planned AI compute capacity is not yet delivered capacity.