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

报道来源 [8]

1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-18 03:00

   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

   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_ · 2026-07-18 03:00

   And irrespective of the pipeline: the power generation plan itself still isn't approved. In April, Oracle and BorderPlex Digital Assets announced the switch fro

   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_ · 2026-07-18 03:00

   🟠 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 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_ · 2026-07-18 03:00

   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 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_ · 2026-07-18 03:00

   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

   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_ · 2026-07-18 03:00

   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

   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_ · 2026-07-18 03:00

   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 -> buildin

   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 -> building gas pipelines and receiving permits for power generation equipment. (2/8)

8. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-18 03:00

   MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨

   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…