Oracle

May 22, 2026

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Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

President Trump's pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI commits the same companies to dedicated rate agreements and self-funded infrastructure, a faster permitting path tied to upfront cost-sharing.

May 16, 2026

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Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue

Battery storage is displacing diesel as the backup-of-choice, with BloombergNEF logging 112 GW of 2025 additions, up 48%, and Oracle, Aligned, and AIP all deploying BESS-hybrid designs to handle AI's sub-second load swings.

May 12, 2026

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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

Microsoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.

May 9, 2026

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Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue

Oracle abandoned its Project Jupiter gas plant in New Mexico after FERC and the State Land Office denied pipeline-related requests, NMED logged over 7,000 comments, and the Environmental Law Center filed two lawsuits.

May 7, 2026

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Trump Districts Hold 59% of Texas Datacenters. The 2027 Session Just Got Interesting.

Project Jupiter's $165 billion Santa Teresa build, which surfaced from a closed Doña Ana County commission meeting, just pivoted from gas plants to fuel cells, a 30% emissions cut Oracle announced reactively rather than proactively.

May 6, 2026

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

Meanwhile, Bloom Energy posted Q1 2026 revenue of $751 million (up 130% YoY) on the back of Oracle's expanded 2.8 GW fuel-cell PPA, and Blue Energy and GE Vernova announced a 2.5 GW gas-plus-nuclear project in Texas pairing two 7HA.02 turbines (2029 energization) with the BWRX-300 SMR.

May 5, 2026

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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

The March 4 Ratepayer Protection Pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI committed signatories to fund their own generation and full grid upgrade costs, and the March 20 National Policy Framework reinforced that cost-internalization is now the price of permitting acceleration.

May 4, 2026

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

Oracle and Bloom Energy are deploying up to 2.45 GW of solid oxide fuel cells for Project Jupiter in Doña Ana County, replacing planned gas turbines and approaching Bloom's entire cumulative deployed capacity.

May 2, 2026

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Federal AI Build Picks Gas in Months While Ohio's 9.2 GW Stalls

Stack Fort Bliss next to Meta's $10 billion El Paso facility and the $165 billion Oracle/OpenAI Project Jupiter campus in Santa Teresa, and the Borderland is suddenly competing for water and firm megawatts at a scale the region's utilities haven't sized for.

May 1, 2026

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Fort Bliss Becomes the Borderland's Third Gigawatt Build in 18 Months

The scale eclipses El Paso Electric's entire 2.9 GW system and lands alongside Meta's $10 billion Northeast El Paso build and the Oracle/OpenAI $165 billion Project Jupiter campus across the New Mexico line.

April 30, 2026

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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029

Oracle's Project Jupiter in Doña Ana County abandoned gas turbines and diesel entirely for a Bloom Energy fuel-cell microgrid sized up to 2.45 GW, with 1.2 GW already contracted.

April 29, 2026

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2,600 GW Stuck in Queue. The Winners Build Their Own Power.

Oracle and BorderPlex are replacing planned gas turbines and diesel at Project Jupiter in Doña Ana County, New Mexico with up to 2.45 GW of Bloom solid oxide fuel cells, paired with closed-loop non-evaporative cooling.

April 28, 2026

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Oracle Skips the Gas Turbines: 2.45 GW of Fuel Cells at Project Jupiter

Oracle's $165 billion Project Jupiter in Doña Ana County, New Mexico is swapping planned gas turbines and diesel for up to 2.45 GW of Bloom Energy fuel cells on a single Oracle-funded microgrid.

April 24, 2026

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Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.

Oracle, OpenAI, and now Microsoft are building behind-the-meter gas generation in Abilene, with Crusoe's new 900 MW plant joining the existing 350 MW on what's becoming a 10-building, 2.1 GW campus.

April 21, 2026

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Fermi's Anchor Tenant Walked in December. Everything Else Followed.

Separately, NOTUS reported stock trades by Reps. Cisneros, Bresnahan, and Khanna (the last between $84,000 and $385,000 across Oracle, Equinix, Digital Realty, and American Tower in 2025) alongside gubernatorial candidate Chip Keating's VTX Communications stake tied to Laredo property.

April 18, 2026

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Self-Supply Developers Set Their Own Clock. The Rest Wait 128 Weeks.

Lancium's Stargate campus in Abilene is fully financed with Oracle on 15 years and Microsoft on 20, with on-site natural gas backup decoupling the facility from grid-only dependency.

April 17, 2026

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Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

Amazon, Google, Meta, Microsoft, and Oracle are eligible.

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

Oracle expanded its Bloom Energy fuel cell commitment to 2.8 GW, Microsoft is building 900 MW of off-grid natural gas capacity in Abilene through Crusoe Energy, and Brookfield has committed $5 billion to on-site power deployment.

April 14, 2026

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ERCOT's Batch Rules Are Still in Draft. Your Invoices Are Not.

Oracle expanded its Bloom Energy fuel cell commitment from 1.2 GW to 2.8 GW of Solid Oxide Fuel Cell systems, with deployments already underway.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

Port Washington, Wisconsin, voted roughly 2-to-1 to require voter approval before awarding data center tax breaks, too late to stop OpenAI/Oracle's $15 billion facility but a clear signal.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

Oracle is powering Project Jupiter in New Mexico with gas turbines.

March 30, 2026

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Texas Writes the Rules While Google Writes the Check

Microsoft's new plant dwarfs the existing 350-megawatt facility serving OpenAI and Oracle on the same Abilene tract.

March 27, 2026

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

In Abilene, Microsoft leased Crusoe Energy's 700 MW campus after Oracle and OpenAI abandoned negotiations, positioning Microsoft alongside the Stargate flagship development.

March 24, 2026

Google, Oracle, Switch, and Equinix are all backing SMR technology.

March 14, 2026

OpenAI's Project Stargate with Oracle and SoftBank includes gas generation in Texas, and Meta's 366 MW utility gas plant in El Paso adds to the state's exposure.

March 9, 2026

OpenAI and Oracle have capped the Stargate datacenter in Abilene, Texas at **1.2 GW**, abandoning plans to expand to 2.0 GW after power grid delays exceeded one year and winter weather knocked liquid cooling systems offline for days.

March 8, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.

March 7, 2026

Oracle and OpenAI have killed expansion plans for their flagship Stargate campus in Abilene, Texas, capping the site at its original 1.2 GW footprint and abandoning the planned 2 GW second phase.

March 6, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, dominates today's news cycle, but the Federal Reserve Bank of Dallas quietly dropped the more consequential analysis: data center power demand will double from 40 GW to 80 GW by 2031, pushing annual PCE inflation up 0.04 to 0.13 percentage points by 2030, with the effect nearly doubling if renewable deployment lags.

March 5, 2026

Google, Meta, Microsoft, OpenAI, AWS, Oracle, and xAI signed the Trump administration's voluntary "Ratepayer Protection Pledge," committing to fund their own power infrastructure rather than drawing from the grid.

March 3, 2026

The bills are unlikely to advance, but they reflect real pressure: Oracle and OpenAI's $7 billion Saline Township project has already drawn opposition from Michigan AG Dana Nessel, a township rezoning denial, and a developer lawsuit.

February 26, 2026

Oracle is developing 1.2 GW in Abilene, 1.4 GW in Shackelford County, and multiple gigawatt-scale sites elsewhere.

February 23, 2026

Meta's El Paso behind-the-meter approach and Oracle/OpenAI's Stargate facility in Abilene fit the same pattern: operators are building their own power because they can't wait for grid interconnection.

February 21, 2026

Meta, OpenAI, Oracle, Chevron, and xAI are all pursuing variants of this model in at least nine states.

February 18, 2026

Crusoe Energy Systems, developer of the 1.2 GW Stargate campus in Abilene backed by OpenAI, SoftBank, and Oracle, has filed arguments that a new ERCOT approval requirement for private power agreements could impose 180-day delays on developers with billions already committed.