{"id":66546,"date":"2026-08-14T14:38:15","date_gmt":"2026-08-14T18:38:15","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/oracles-165b-project-jupiter-data-center-delayed-as-new-mexico-pipeline-pushed-to-2027\/66546\/"},"modified":"2026-08-14T14:38:15","modified_gmt":"2026-08-14T18:38:15","slug":"oracles-165b-project-jupiter-data-center-delayed-as-new-mexico-pipeline-pushed-to-2027","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/oracles-165b-project-jupiter-data-center-delayed-as-new-mexico-pipeline-pushed-to-2027\/66546\/","title":{"rendered":"Oracle\u2019s $165B &#8220;Project Jupiter&#8221; Data Center Delayed as New Mexico Pipeline Pushed to 2027"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Project Jupiter\u2019s critical gas pipeline has been delayed until February 2027<\/strong>, following repeated regulatory rejections by the <strong>New Mexico State Land Office<\/strong>.<\/li>\n<li>The <strong>17-mile Green Chile Project<\/strong> pipeline, operated by Energy Transfer (<a href=\"\/stock\/ET\">ET<\/a>), is essential to fuel the <strong>2.5-gigawatt (GW)<\/strong> power system required for the campus.<\/li>\n<li>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) faces significant execution risk as its partner Bloom Energy (<a href=\"\/stock\/BE\">BE<\/a>) reportedly has <strong>70% of its named backlog<\/strong> tied to this single development.<\/li>\n<li>State regulators cited <strong>environmental risks, high water consumption, and insufficient economic return<\/strong> to the state as primary reasons for denying the necessary rights-of-way.<\/li>\n<\/ul>\n<p>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) has encountered a major infrastructure bottleneck for its massive <strong>$165 billion &quot;Project Jupiter&quot;<\/strong> data center in Do\u00f1a Ana County, New Mexico. A critical natural gas pipeline intended to power the facility is now reportedly delayed until <strong>February 2027<\/strong>. This timeline shift follows a second formal rejection by New Mexico Land Commissioner Stephanie Garcia Richard, who ruled that the project was not in the state\u2019s best interest.<\/p>\n<p>The delay directly impacts the energy strategy for what is planned to be one of the world&#39;s largest AI infrastructure hubs. The campus relies on <strong>2.5 GW of gas-powered fuel cells<\/strong> provided by Bloom Energy (<a href=\"\/stock\/BE\">BE<\/a>) to generate on-site electricity. Without the <strong>400 million cubic feet of gas per day<\/strong> promised by the Energy Transfer (<a href=\"\/stock\/ET\">ET<\/a>) pipeline, the facility lacks a viable path to full-scale operation.<\/p>\n<p>Market analysts have noted that this regulatory hurdle places significant pressure on Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>)&#39;s aggressive AI expansion goals. The company has frequently told investors it can deploy AI capacity faster than competitors, yet Project Jupiter is now mired in permitting disputes. On the news of the initial regulatory pushback in July, Oracle shares fell roughly <strong>3.5%<\/strong>, touching a 52-week low as investors weighed the risks of infrastructure delays.<\/p>\n<p>The project also represents a high-stakes concentration risk for Bloom Energy (<a href=\"\/stock\/BE\">BE<\/a>). Industry reports indicate that Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) accounts for nearly <strong>70% of Bloom\u2019s named product backlog<\/strong>. Any prolonged stall in New Mexico could force a re-evaluation of Bloom\u2019s near-term revenue projections and its ability to execute on its <strong>$20 billion backlog<\/strong>.<\/p>\n<p>Despite the setbacks, Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) maintains that the project remains &quot;on schedule,&quot; though it has not clarified how it will bypass the February 2027 infrastructure date. The company recently overhauled the site\u2019s design to replace traditional gas turbines with fuel cells, a move intended to reduce <strong>nitrogen oxide emissions by 92%<\/strong> and minimize water usage. However, local advocacy groups continue to push for a moratorium, citing concerns that the facility will still emit over <strong>10 million tons of greenhouse gases<\/strong> annually.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Project Jupiter\u2019s critical gas pipeline has been delayed until February 2027, following repeated regulatory rejections by the New 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