Oracle has issued a force majeure notice to Blue Owl Capital in an attempt to shield itself from increased costs tied to Project Jupiter, a 2.5 GW data center campus near New Mexico, according to a Bloomberg report. The 1,400-acre campus, which includes four data center buildings being developed by Stack Infrastructure and BorderPlex Digital Assets with plans to invest up to $165 billion, was announced with Oracle as tenant in January 2026 and is targeted for a 2028 launch. The primary obstacle has been a state rejection in July of a natural gas pipeline extension that would supply the campus; Oracle had sought federal fast-tracking of a review to allow the pipeline to enter service by August 15, warning that missing that window would significantly raise costs. Despite the notice, Oracle publicly stated on X that Project Jupiter remains on its planned schedule.
The force majeure notice reveals that state-level infrastructure permit denials can create cascading contractual consequences in large-scale data center projects, even when developers publicly maintain confidence in their timelines. Project Jupiter's scale, at 2.5 GW with up to $165 billion in planned investment, means that delays or cost escalations could have significant financial consequences for multiple parties across a multi-year development horizon.
A force majeure notice from Oracle to a major investor on a flagship campus signals serious project risk and financial exposure, making it one of the most consequential operational stories of the day.