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Oracle confirmed Project Jupiter data center remains on schedule, supporting Oracle Cloud's competitive AI infrastructure roadmap against AWS and Azure.

Project Jupiter on-time delivery is critical to Oracle's position in the hyperscaler compute race; on-schedule signals sustained enterprise AI capex demand.
Trade pressSlicast · August 15, 2026 · US · Source: Google News
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Oracle's Project Jupiter, the company's massive AI data center development in New Mexico, is proceeding according to schedule. A spokesperson confirmed the project remains on-schedule as of July 16, 2026, marking a significant milestone for what may be the single largest private infrastructure investment in American history.

The campus spans approximately 1,400 acres with a price tag of up to $165 billion. More than 2,700 workers are already on site and have collectively logged over 2 million working hours. Approximately 700 of those workers are local New Mexico residents—a meaningful contribution to a state that has historically struggled to attract high-paying technology employment.

The project is expected to create more than 7,000 construction jobs during the build-out phase, with around 1,500 ongoing positions once the campus becomes operational. Tax revenue is already flowing, with the project generating close to $80 million in tax receipts by late July 2026, even before the data centers are fully operational. Oracle has also committed to funding 80 percent of a $50 million investment in local water infrastructure.

One of the more significant developments has been Oracle's shift in power strategy. The company moved away from traditional natural gas turbines in favor of Bloom Energy's solid oxide fuel-cell technology, with planned capacity of up to 2.45 gigawatts. This pivot appears both pragmatic and strategic, as Oracle has faced regulatory challenges related to a natural gas pipeline that would have been required under the original power plan. Bloom Energy's fuel cells sidestep that issue while aligning with the broader corporate trend toward cleaner energy sourcing for data centers.

Project Jupiter received its initial approvals in September 2025 and is planned to include four data centers across the campus.

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Oracle confirmed Project Jupiter data center… · Slicast