Oracle is trucking compressed natural gas by road to keep AI data centers on schedule — Project Jupiter's 2.45GW pipeline is running late, and it already fired off a force majeure notice to the develo

What happened: Oracle is hauling compressed natural gas by truck to keep data centers on schedule, and is weighing the same stopgap for Project Jupiter in New Mexico, where its pipeline is late. Oracle shares fell about 5.5% on the report. Key numbers: Project Jupiter is 2.45GW for OpenAI. Why it matters: The pipeline route was rejected by New Mexico regulators, pushing in-service to next year, so trucking is a costly bridge. Analysts note Oracle's free cash flow is negative, and delays or higher costs could hit margins and the Jupiter financing chain. Coverage: 3 outlets in 24h

Oracle is hauling compressed natural gas by truck to keep data centers on schedule, and is weighing the same stopgap for Project Jupiter in New Mexico, where its pipeline is late. Oracle shares fell about 5.5% on the report.

The pipeline route was rejected by New Mexico regulators, pushing in-service to next year, so trucking is a costly bridge. Analysts note Oracle's free cash flow is negative, and delays or higher costs could hit margins and the Jupiter financing chain.