{"id":"6c38c4e4-5a86-4cf1-a3aa-97c1ea7c679c","slug":"oracle-dona-ana-county-new-mexico","name":"Oracle Dona Ana County AI Data Center","aliases":[],"operatorCompanyId":"a18eca31-e45d-4693-9cd1-7d306be303fb","parentCampusId":"4c5d91e2-9598-4b3c-9128-702828bf4251","lat":null,"lng":null,"streetAddress":null,"locationId":"426e17fd-34c9-4de4-a2c4-c6a9d933fc9b","status":"under_construction","facilityType":"hyperscale","criticalItMw":null,"buildingSqft":null,"yearOperational":null,"yearAnnounced":null,"servingUtility":null,"wikidataId":null,"osmId":null,"dataSourceFamily":"c1_operator","locationPrecision":"city","reviewStatus":"reviewed","sources":[{"url":"https://www.oracle.com/data-centers/dona-ana-county/"}],"notes":null,"createdAt":"2026-08-18T03:23:06.216Z","updatedAt":"2026-08-28T04:02:34.889Z","operator":{"name":"Oracle","slug":"oracle"},"parentCampus":{"id":"4c5d91e2-9598-4b3c-9128-702828bf4251","slug":"stargate-dona-ana-county-new-mexico","name":"Stargate Doña Ana County / Project Jupiter (New Mexico)","aliases":[],"locationId":"426e17fd-34c9-4de4-a2c4-c6a9d933fc9b","lat":31.9,"lng":-106.65,"locationPrecision":"city","landStatus":"private","lifecycleState":"under_construction","powerSourceMix":"behind_the_meter_gas","interconnectionQueueStatus":null,"interconnectionQueueId":null,"expectedEnergizationDate":null,"dedicatedSubstation":null,"gridOperator":"WECC","waterSourceNotes":"Closed-loop cooling; proposed domestic water use ~20,000 gallons/day; on-site microgrid targeting net-zero emissions by 2045.","servingUtility":null,"acreage":1400,"totalBuildingSqft":null,"streetAddress":null,"notes":"An Oracle-led Stargate site in Doña Ana County, New Mexico, developed by STACK Infrastructure under the name Project Jupiter (four large buildings). Epoch AI's April 2026 tracker reports foundation work underway with satellite imagery, a planned ~2.2 GW, and power from two on-site natural gas microgrids designed to limit local-grid impact. The site sits in the WECC region (not ERCOT/PJM/MISO/SPP). No energized capacity reported yet.","keyFacts":[{"label":"Also known as","value":"Project Jupiter"},{"label":"Location","value":"Doña Ana County, New Mexico (Santa Teresa area)"},{"label":"Developer","value":"STACK Infrastructure (Oracle-led)"},{"label":"Lifecycle","value":"Under construction (foundation work; Epoch AI satellite imagery)"},{"label":"Planned capacity","value":"~2.2 GW (Epoch AI estimate; part of ~5.5 GW across three Oracle-led sites)"},{"label":"Cooling","value":"Closed-loop; proposed domestic water use ~20,000 gal/day"},{"label":"On-site power","value":"Two natural-gas microgrids (net-zero target by 2045)"},{"label":"First-GW target","value":"H2 2026; initial operations Q4 2026"},{"label":"Incentive","value":"Industrial revenue bond approved"},{"label":"Utility","value":"El Paso Electric"},{"label":"Force majeure notice (reported Sep 2026)","value":"Reported Sep 24 2026 (Reuters citing Bloomberg; Reuters could not independently verify): Oracle sent a force majeure notice to the Project Jupiter developer (a Blue Owl unit / STACK Infrastructure) seeking to delay payments if the New Mexico campus fails to come online in 2028 as planned, rather than exiting as main tenant. Pipeline/permitting setbacks cited in coverage. Oracle told Reuters: 'Project Jupiter remains on our planned schedule' and said it is 'reimagining' the power plan. Blue Owl said the notice does not change financial commitments. Reported / sources-familiar; not an Oracle confirmation of the notice itself. ORCL fell ~4% on the report"},{"label":"Reported ~1-year slip / Blue Owl equity (Sep 2026)","value":"Reported ([reported](https://www.reuters.com/business/energy/oracle-blue-owl-project-delay-sends-ripples-through-ai-financing-sources-say-2026-09-24/)): Reuters (sources familiar) said the Project Jupiter program faces about a one-year delay and that Blue Owl has roughly $3B of equity in the project, with lower returns during construction. Oracle FM notice framed as protecting payment timing if 2028 online slips (not exiting tenancy); Oracle: remains on planned schedule / committed; Blue Owl: notice does not change multi-year financial commitments (also in TechCrunch). Cap: sources-familiar delay/equity figures, not Oracle/Blue Owl primary confirmation of the slip. Soft CDS/yield market-color from secondary X skipped"}],"reviewStatus":"reviewed","sources":[{"url":"https://openai.com/index/five-new-stargate-sites/","title":"OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites","sourceName":"OpenAI"},{"url":"https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand","title":"OpenAI Stargate: where the US sites stand","sourceName":"Epoch AI"},{"url":"https://www.reuters.com/business/oracle-cites-force-majeure-shield-itself-controversial-data-center-bloomberg-2026-09-24/","title":"Oracle cites 'force majeure' to shield itself on data center, Bloomberg News reports","sourceName":"Reuters","publishedAt":"2026-09-24"},{"url":"https://www.cnbc.com/2026/09/24/oracle-data-center-force-majeure.html","title":"Oracle shares drop on report it sent 'force majeure' notice about data center project","sourceName":"CNBC","publishedAt":"2026-09-24"},{"url":"https://techcrunch.com/2026/09/24/oracle-sends-force-majeure-notice-on-its-new-mexico-stargate-data-center/","title":"Oracle sends force majeure notice on its New Mexico Stargate data center","sourceName":"TechCrunch","publishedAt":"2026-09-24"},{"url":"https://www.reuters.com/business/energy/oracle-blue-owl-project-delay-sends-ripples-through-ai-financing-sources-say-2026-09-24/","title":"Oracle, Blue Owl project delay sends ripples through AI financing, sources say","sourceName":"Reuters","publishedAt":"2026-09-24"}],"reviewNote":null,"createdAt":"2026-08-17T18:13:26.103Z","updatedAt":"2026-09-26T15:57:04.831Z","parties":[{"id":"f55ac6e4-b09a-4c92-bc11-b6f798fe33b3","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":null,"externalName":"STACK Infrastructure","role":"developer","structureNotes":"Developer/builder of Project Jupiter (four buildings).","createdAt":"2026-08-17T18:13:28.498Z","company":null},{"id":"57edcebb-ad90-4ebc-99aa-43c5f171a765","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":"bd3c5b86-a4cf-4655-842d-e32895c87e6b","externalName":"OpenAI","role":"tenant","structureNotes":"Anchor tenant / Stargate program lead.","createdAt":"2026-08-17T18:13:27.729Z","company":{"id":"bd3c5b86-a4cf-4655-842d-e32895c87e6b","name":"OpenAI","slug":"openai"}},{"id":"ec858b3d-226a-4d97-bddb-044beb072c1d","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":"a18eca31-e45d-4693-9cd1-7d306be303fb","externalName":"Oracle","role":"developer","structureNotes":"Oracle-led site under the Stargate expansion; contracts compute to OpenAI.","createdAt":"2026-08-17T18:13:29.258Z","company":{"id":"a18eca31-e45d-4693-9cd1-7d306be303fb","name":"Oracle","slug":"oracle"}},{"id":"fb6fe8d2-de15-4bb8-9455-ab03ce415a79","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","externalName":"Nvidia","role":"chip_supplier","structureNotes":"GPU supplier across the Stargate program.","createdAt":"2026-08-17T18:13:30.008Z","company":{"id":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","name":"NVIDIA","slug":"nvidia"}},{"id":"d11d1989-2508-4136-94ff-6d67c2a7d0f3","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":null,"externalName":"BorderPlex Digital Assets","role":"developer","structureNotes":"Austin-based co-developer of Project Jupiter alongside STACK Infrastructure.","createdAt":"2026-08-19T00:28:26.174Z","company":null},{"id":"f936e89e-4d07-41e6-8acf-036c68bc724d","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":null,"externalName":"El Paso Electric","role":"utility","structureNotes":"Regional utility serving the Santa Teresa / Doña Ana County area (WECC).","createdAt":"2026-08-19T00:28:27.302Z","company":null},{"id":"ef118d4d-4757-4880-b707-9bb3205f44da","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","companyId":"d6ac4d62-36f9-4800-8d56-5e82c51594d5","externalName":null,"role":"developer","structureNotes":null,"createdAt":"2026-08-27T22:22:46.378Z","company":{"id":"d6ac4d62-36f9-4800-8d56-5e82c51594d5","name":"Stargate Infrastructure","slug":"stargate-infrastructure"}}],"financialClaims":[{"id":"55ab2e00-5e4d-460c-bdb8-bc5901556490","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","kind":"incentive","label":"Industrial revenue bond approved","valueUsd":null,"capUsd":"165000000000","conditions":"Up to $165 billion industrial revenue bond approved by Doña Ana County commissioners to finance the campus.","asOf":"2025-06-01T00:00:00.000Z","sourceUrl":"https://www.abqjournal.com/business/doa-ana-countys-project-jupiter-joins-500-billion-stargate-initiative-led-by-openai-oracle/493927","sourceType":"journalist_report","evidenceTier":"reported","createdAt":"2026-08-19T00:28:23.011Z"}],"metricClaims":[{"id":"d5c2b714-ea48-41a0-96e7-cd781a10e2ea","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","metricType":"cooling_type","valueNumeric":null,"valueText":"Closed-loop cooling system","unit":null,"grantingJurisdiction":null,"asOf":"2025-06-01T00:00:00.000Z","sourceUrl":"https://www.abqjournal.com/business/doa-ana-countys-project-jupiter-joins-500-billion-stargate-initiative-led-by-openai-oracle/493927","sourceType":"journalist_report","evidenceTier":"reported","supersedesId":null,"note":null,"createdAt":"2026-08-19T00:28:25.328Z"},{"id":"9b396c59-bf16-4a81-9a59-1c19eeba7a9a","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","metricType":"jobs_construction","valueNumeric":2500,"valueText":"~2,500 construction jobs over a decade","unit":null,"grantingJurisdiction":null,"asOf":"2025-06-01T00:00:00.000Z","sourceUrl":"https://www.abqjournal.com/business/doa-ana-countys-project-jupiter-joins-500-billion-stargate-initiative-led-by-openai-oracle/493927","sourceType":"journalist_report","evidenceTier":"reported","supersedesId":null,"note":null,"createdAt":"2026-08-19T00:28:24.150Z"},{"id":"0fb63f27-fb6f-484b-8cd5-425a995ebe78","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","metricType":"jobs_permanent","valueNumeric":750,"valueText":"~750 permanent positions (salaries ~$75k-$100k)","unit":null,"grantingJurisdiction":null,"asOf":"2025-06-01T00:00:00.000Z","sourceUrl":"https://www.abqjournal.com/business/doa-ana-countys-project-jupiter-joins-500-billion-stargate-initiative-led-by-openai-oracle/493927","sourceType":"journalist_report","evidenceTier":"reported","supersedesId":null,"note":null,"createdAt":"2026-08-19T00:28:24.573Z"},{"id":"29757313-e719-4a43-89d0-08608d32432d","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","metricType":"water_gpd","valueNumeric":20000,"valueText":"~20,000 gallons/day proposed domestic water use","unit":null,"grantingJurisdiction":null,"asOf":"2025-06-01T00:00:00.000Z","sourceUrl":"https://www.abqjournal.com/business/doa-ana-countys-project-jupiter-joins-500-billion-stargate-initiative-led-by-openai-oracle/493927","sourceType":"journalist_report","evidenceTier":"reported","supersedesId":null,"note":null,"createdAt":"2026-08-19T00:28:24.950Z"}],"powerProjects":[{"id":"2aa1843d-7c65-401d-931c-1a3a73b8eadd","dataCenterId":"4c5d91e2-9598-4b3c-9128-702828bf4251","name":"Project Jupiter on-site natural gas microgrids","type":"gas","capacityGw":null,"lifecycleState":"under_construction","sourceUrl":"https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand","evidenceTier":"reported","note":"Two natural gas microgrids to power the campus behind the meter; 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