September 26, 2026
Google Puts BESS and LVDC on Record as the Gigawatt Campus StandardSeparately, Oracle invoked force majeure on Project Jupiter, the 2.4 GW STACK Infrastructure campus in Dona Ana County, New Mexico, tied to OpenAI and a Bloom Energy fuel-cell microgrid; Blue Owl put up $3B equity against an $18B debt facility, and pieces of that debt have traded below 90 cents on the dollar.