ORCL · News · 20260918N
Datacenter Capacity — Project Jupiter
ORACLE CORP · 2026-09-18 · Importance 40 · Surprise 42 · Contradicted
Oracle and Google are reported to have secured data-center-related contracts with DTE Energy totaling 2.4 gigawatts, with additional capacity reportedly in the pipeline. The contracts indicate sustained power and capacity demand from hyperscale and AI data-center deployments. Oracle’s participation links its infrastructure expansion to long-term utility and data-center capacity arrangements.
Key facts
- Oracle has $18 billion in loans for its New Mexico data center, 'Project Jupiter'. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | realized | -6.9% | Oracle has $18 billion in loans for its New Mexico data center, 'Project Jupiter'. |