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English(EN) However, the fuel cell Air Permit application is still pending as of mid-July. The New Mexico Environmental Department ordering a public hearing, but without a

Oracle的Project Jupiter数据中心因管道许可面临1-2年延误

Oracle位于新墨西哥州的Project Jupiter数据中心面临重大延误,可能长达1-2年,原因是拟议中的一条17英里长的“绿色辣椒管道”存在问题。这条对供应Bloom Energy燃料电池至关重要的管道,已两次被州政府拒绝发放许可证,并且尽管计划于8月15日投入使用,但仍未获得批准的路线。Oracle及其合作伙伴正在探索替代方案,包括通过卡车运输天然气,但这些方案不足以满足项目计划的2.45吉瓦容量。 AI

影响 像Oracle的Project Jupiter这样的大型数据中心建设的延误可能会影响AI计算资源的可用性和成本。

排序理由 一家大型科技公司和能源基础设施相关的重大数据中心项目面临重大延误。

在 X — SemiAnalysis 阅读 →

AI 生成摘要 · Google Gemini · 来自 8 个来源。 我们如何撰写摘要 →

Oracle的Project Jupiter数据中心因管道许可面临1-2年延误

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一家大型科技公司和能源基础设施相关的重大数据中心项目面临重大延误。
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报道来源 [8]

  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    然而,截至七月中旬,燃料电池航空许可证申请仍处于待批状态。新墨西哥州环境部下令举行公开听证会,但未有

    However, the fuel cell Air Permit application is still pending as of mid-July. The New Mexico Environmental Department ordering a public hearing, but without a date set for it.  Project Jupiter is the most delayed of the Stargate projects. Read more about the real delays to the

  2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    并且,无论管道如何:发电计划本身仍未获批准。四月,Oracle 和 BorderPlex Digital Assets 宣布了从...

    And irrespective of the pipeline: the power generation plan itself still isn't approved. In April, Oracle and BorderPlex Digital Assets announced the switch from gas turbines to up to 2.45 GW of Bloom Energy solid oxide fuel cells — one of the world's largest independent

  3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    🟠 B计划第1项 — 监管快速通道。管道公司Transwestern选择通过FERC的约60天通用认证程序而非完整的1

    🟠 Plan B #1 — the regulatory fast-track. Transwestern, the company behind the pipeline, filed under FERC's ~60-day blanket certificate process instead of full 18–24 month Section 7 review. FERC's own staff protested, the reconciliation window closed May 13, and the project

  4. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    17英里管道的合同服务启动日期为8月15日。距离还有一个月,该管道仍未获得批准路线。

    The 17 mile pipeline has a contractual in service date of August 15. A month away and the pipeline still does not have an approved route. The pipeline is only one of the hurdles Oracle has faced at this site — and they've tried/ could try some workarounds. These workarounds have

  5. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    管道在EPNG系统中的物理连接点,即里程碑0.00处的接收站,完全位于州信托土地上。州政府已表示

    The receipt station at milepost 0.00, which is where the pipeline physically connects to the EPNG system, sits entirely on state trust land. The state has said no.. twice! The second denial landed July 14. (4/8)

  6. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Oracle 位于新墨西哥州、耗资 24.5 亿美元的 Jupiter 项目(装机容量 2.45 吉瓦)在连接一条长达 17 英里的管道(即 Green Chile Pipeline)之前,无法以任何有意义的容量运行

    Oracle's proposed 2.45 GW Project Jupiter site in New Mexico can't run at any meaningful capacity until a 17 mile pipeline (the Green Chile Pipeline) connecting the El Paso Natural Gas (EPNG) system to a delivery meter station is constructed. Oracle switched from turbines to http…

  7. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    随着我们继续监控数据中心延迟的状况,无论是真实的还是虚假的……有些是因为——>建设而彻底延迟的

    As we continue to monitor the status of datacenter delays, whether they are real, whether they are fake... some are out and out delayed because of -&gt; building gas pipelines and receiving permits for power generation equipment. (2/8)

  8. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    甲骨文(ORACLE)STARGATE 站点和 BLOOM ENERGY 发生大规模延误警报🚨🚨

    MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨 Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵 https://t.co/b0G3GQ…