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.
May 7, 2026
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 4, 2026
NERC's Rare Grid Warning Hands Texas Developers an 18-Month WindowOracle 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.
April 30, 2026
Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029Oracle'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
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.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**Houston-based Energy Transfer filed with FERC to build a 17-mile, $60 million natural gas pipeline in Doña Ana County, New Mexico, to supply Project Jupiter, a contested datacenter development.
February 15, 2026
Developers Face a Choice: Disclose or Lose the Next $46 BillionThe Doña Ana County Board of Commissioners faces a vote on the deal.