甲骨文已向新墨西哥州“星之门”数据中心园区项目“朱庇特计划”的开发方发出不可抗力通知,彭博社周四率先报道了这一消息。
不可抗力条款常见于能源和大宗商品合同中,当超出当事人控制范围的事件阻碍合同履行时,该条款可免除一方的合同义务。据彭博社的消息人士称,甲骨文并不打算退出作为该园区的主要租户。相反,这份通知将使该公司在设施未能按时于2028年投入运营时,得以推迟付款。
这一通知发布之际,全美范围内对AI数据中心建设的审查日益严格,而开发商们为满足OpenAI等客户的需求,正承担高昂的建设成本。
甲骨文坚持认为其并未预期会出现延误。“朱庇特计划仍按我们的计划时间表进行,”甲骨文在向CNBC发表的声明中表示,“我们完全致力于新墨西哥州的发展,并对未来的道路充满信心。”
收到通知的蓝鸟资本(Blue Owl Capital)在向CNBC发表的声明中表示,“这份通知不会改变对该多年期项目的财务承诺。”
甲骨文和蓝鸟资本均未立即回应TechCrunch的置评请求。
尽管如此,该通知紧随该项目现场的一系列挫折之后,其中许多问题与其能源供应有关。该园区设计处理能力为2.45吉瓦,旨在由Bloom Energy提供的气体动力燃料电池供电,而Bloom Energy将可靠的气源供应视为其时间表的核心要素。
原本计划向该站点输送天然气的Energy Transfer管道也因监管机构多次拒绝许可而推迟了近六个月,至2027年2月1日。彭博社8月份报道称,在遭到拒绝后,该管道的路线已发生变更。为该园区供电的燃料电池系统的单独空气质量许可也在等待审批中。该州环境部门必须在11月23日之前做出决定。
“朱庇特计划”是“星之门”(Stargate)的核心项目之一。“星之门”是甲骨文、OpenAI和软银在唐纳德·特朗普总统第二任期初期宣布的AI基础设施倡议。据彭博社报道,该园区已遭到当地居民和环保组织的反对,并已成为中期选举前的政治焦点。对此,甲骨文已在该州开展公共外展活动,旨在争取该项目批评者的支持。
Oracle has sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, Bloomberg first reported Thursday.
Force majeure clauses, common in energy and commodities contracts, excuse a party from contractual obligations when events outside its control get in the way. Oracle is not seeking to exit as the campus’s main tenant, according to Bloomberg’s sources. Instead, the notice would allow the company to delay payments should the facility miss its 2028 target to come online.
The notice also comes as AI data center construction faces growing scrutiny nationally, and as developers take on steep costs to build capacity for customers like OpenAI.
Oracle maintains that it does not expect a delay. “Project Jupiter remains on our planned schedule,” Oracle said in a statement to CNBC . “We are fully committed to New Mexico and confident in our path forward.”
Blue Owl Capital, whose unit received the notice, said in its own statement to CNBC that “this notice does not change the financial commitments to this multi-year project.”
Neither Oracle nor Blue Owl immediately responded to TechCrunch’s requests for comment.
Still, the notice follows a string of setbacks at the site, many of them tied to its energy supply. The campus, designed to handle 2.45 gigawatts, is meant to run on gas-powered fuel cells from Bloom Energy, which makes a reliable gas supply central to its timeline.
An Energy Transfer pipeline intended to deliver gas to the site has also been delayed nearly six months, to February 1, 2027, after regulators repeatedly denied permits for the line. In August, Bloomberg reported that the pipeline’s route had been changed following those rejections. A separate air-quality permit for the fuel cell system that would power the campus is also pending. The state’s environment department faces a November 23 deadline to decide.
Project Jupiter is one of the flagship sites of Stargate, the AI infrastructure initiative Oracle, OpenAI, and SoftBank announced with President Donald Trump early in his second term. The campus has drawn opposition from residents and environmental groups and has become a political flashpoint ahead of the midterm elections. Oracle has responded with a public outreach campaign in the state aimed at winning over the project’s critics, according to Bloomberg.
首次收录 · 2026-09-25 · 12.76 分