Bloom Energy posted on X on September 24 that it had spoken with Oracle and that the company "remains committed to Project Jupiter and its contract with Bloom to deliver 2.4 GW of fuel cell capacity." Bloom said it expected to execute the project on Oracle's planned timeline.

The statement followed Bloomberg's report that Oracle had issued a force majeure notice to STACK Infrastructure, a Blue Owl Capital unit developing the Project Jupiter campus in Doña Ana County, New Mexico. The notice relates to Oracle's arrangement with the developer and could allow Oracle to defer certain payments if the campus misses its target schedule. Oracle told CNBC the project remains on its planned schedule. Blue Owl said the notice does not change the financial commitments of the parties involved.

Project Jupiter background

Bloom and Oracle announced in July 2025 that Bloom would deploy fuel cells at selected Oracle Cloud Infrastructure data centres in the US. Bloom and Oracle expanded the relationship in April 2026 under a master agreement under which Oracle said it intended to procure up to 2.8GW of Bloom fuel cell systems, with an initial 1.2GW already contracted. The April 2026 announcement confirmed Project Jupiter would use up to 2.45GW of installed Bloom capacity as a single on-site microgrid, replacing earlier plans for gas turbines and diesel generators amid local opposition over air quality and water use.

Pipeline and air permit remain unresolved

Energy Transfer's Green Chile natural-gas pipeline, intended to supply Project Jupiter, has faced permitting setbacks and is now targeting a February 2027 in-service date. The air-quality permit for the Bloom fuel-cell installation also remains pending after the New Mexico Supreme Court allowed the permitting process to resume on September 17.

Source：FuelCellsWorks