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

Oracle's $165 billion Project Jupiter is replacing planned gas turbines with 2.45 GW of Bloom fuel cells on a closed-loop, non-evaporative campus, dropping NOx roughly 92% and removing the two variables (air permits, water draw) that stall hyperscale builds. Self-supplied generation just became the base case for institutional capital, and developers still modeling grid interconnection as Plan A are pricing in delays their competitors are engineering out.