← Back to live feed1 story
Oracle is exploring the use of trucks to deliver compressed natural gas to its 2.45 GW Project Jupiter AI data center in New Mexico due to a six-month pipeline delay. Trucked gas costs approximately four times as much as pipeline deliveries. The campus is part of the Stargate buildout for OpenAI and will use Bloom Energy fuel cells.
Sign in to suggest edits
Key sources
- SOURCE@deitaone“However, trucked gas costs roughly four times more than pipeline deliveries, highlighting the growing energy challenges of AI infrastructure.”x.com
- SUPPORT@wallstengine“Oracle is not trying to exit the project, but is seeking to delay payments if the site misses its planned 2028 opening.”x.com
- SUPPORT@bubbleboi“As discussed with Oracle an hour ago, Oracle remains committed to Project Jupiter and its contract with Bloom to deliver 2.4 GW of fuel cell capacity.”x.com
- SUPPORT@hedgiemarkets“Twenty banks lent $18 billion for this project and they can't move the debt. Santander and Jefferies are stuck with more than they planned to hold.”x.com
- SUPPORT@kieranwgoodwin“10 year rates are 100 bps higher and ORCL credit spreads are 100 wider since the issuance of the loan in December '25.”x.com
- SUPPORT@barnes_law“$ORCL bonds crossing 8.3% for the first time”x.com
- SUPPORT@amanda_goodall“The New Mexico Supreme Court temporarily halted proceedings tied to the project’s emergency water well after legal challenges. The court later rejected those challenges and allowed the permitting process to resume at the beginning of September.”x.com
- SUPPORT@matthew_sigel“Energy Transfer ($ET) has proposed rerouting the gas pipeline around state land after activist Democratic Land Commissioner Stephanie Garcia Richard twice blocked the original route.”x.com