Oracle

July 12, 2026

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North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

The Abilene Stargate campus, Crusoe Energy's 1,100-acre build inside the $500 billion OpenAI-SoftBank-Oracle venture, anchors the story: an expansion application now seeks 41 turbines and 18 generators.

July 10, 2026

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430 Opposition Groups in a Year. The Ones Who Engage Early Still Break Ground.

OpenAI and Oracle's scrapped 600 MW Abilene expansion in March 2026 shows even mega-scale deployments buckle when financing fails.

July 8, 2026

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Ratepayers Come Off the Hook. Developers Underwrite the Wires Themselves.

In New Mexico, Food & Water Watch is pushing a 2027 moratorium, and Project Jupiter (Oracle and OpenAI) still drew opposition after pivoting to Bloom Energy fuel cells, with state filings showing emissions exceeding Albuquerque and Las Cruces combined.

July 2, 2026

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FERC Orders Six Grid Operators to Defend the Rules or Rewrite Them

In Wisconsin, Oracle sued to overturn We Energies collateral requirements, but the challenge is weaker than it looks: Indiana, Michigan, and Ohio use the same A-/A3 rating floor Amazon, Google, and Microsoft already accepted.

June 26, 2026

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Five Tests Now Separate Real Load From Speculation in Texas

Oracle is suing Wisconsin over financial-assurance rules that could force $100M+ annually in collateral for its Port Washington campus.

June 24, 2026

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Reeves County Banks 6,000 Jobs as the Behind-the-Meter Model Scales

Michigan's data center buildout became a 2026 election flashpoint after Gov. Whitmer's groundbreaking for the 1.4 GW Oracle/OpenAI Saline Township facility drew sharp backlash, while northern Michigan townships pass moratoriums, partly because transmission upgrades don't extend north of Ludington.

June 21, 2026

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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

Bloom Energy (NYSE: BE) jumped 15.27% June 18 on a $2.6B Nebius agreement and an Oracle deal targeting up to 2.8 GW, while SMRs stay years from commercial scale and gas turbines commission in 16 to 30 months.

June 20, 2026

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Behind-the-Meter Buys a Speed Premium: Why Google Runs Its Own Power

Grid delays stretching as long as 12 years are pushing Google, Microsoft, and Oracle to build their own generation rather than wait, while Google's new Texas datacenter is designed to run entirely off-grid on wind, solar, batteries, and gas.

June 19, 2026

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Site Control Now Beats a Press Release in ERCOT's Queue

Amazon pledged to cover 100% of grid connection costs and make no rate claims against Ameren customers, tracing to the March 4 Ratepayer Protection Pledge it signed alongside Google, Meta, Microsoft, OpenAI, Oracle, and xAI.

June 16, 2026

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Developers Foot 100% of the Wire. Ratepayers Get the Discount.

Oracle and OpenAI's $165 billion Project Jupiter in Doña Ana County pivoted from water-intensive gas turbines to fuel cells and committed to 11 million gallons annually of recycled non-potable water, roughly 30,000 gallons per day.

June 15, 2026

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Texas's June 23 Hearing Opens the Water Rulebook Before It Hardens

Project Jupiter, the 1,400-acre STACK and Oracle build six miles from the Texas border in Doña Ana County, shows the unlock mechanics: Oracle pivoted from gas turbines to fuel cells, committed to 11 million gallons/day of non-potable recycled water in closed loops, and STACK bought existing rights from a sod farm rather than seeking new allocations.

June 13, 2026

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Hyperscalers Wire $200M Upfront as ERCOT's Queue Hits 438 GW

Oracle's Texas footprint shows the pace.

June 11, 2026

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Abbott Names July 17. The 2027 Rulebook Starts Getting Written Now.

Oracle and OpenAI are building off-grid gas for Stargate Jupiter in New Mexico.

June 10, 2026

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418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.

Oracle's 2.45 GW fuel-cell campus in New Mexico and CyrusOne's 380 MW colocation behind Calpine's Freestone gas plant tell the same story from opposite ends of the queue.

June 3, 2026

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Sequencing Beats Ambition: Power, Water, and Politics Each Bind Separately

The industry response is fracturing. Microsoft, OpenAI, and Oracle pledged to abandon evaporative cooling entirely, trading water risk for higher pump-power loads.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

April 15, 2026

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

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

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

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

March 30, 2026

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.