ORCL · News · 20260930N

Datacenter Capacity — Wisconsin

ORACLE CORP · 2026-09-30 · Importance 37 · Surprise 42 · In source text

Aterio reported a material risk that Oracle's Project Lighthouse campus in Port Washington, Wisconsin, will miss Oracle's second-half 2027 delivery guidance. The analysis indicated that meaningful electrical load may not be available until mid-2028, with separate reporting citing possible operational delays into early 2028 or April 2029. The delay risk was attributed to power-grid interconnection and regulatory issues involving American Transmission Co., increasing execution risk for the reported $15 billion Oracle/OpenAI complex.

Key facts

• The Port Washington data center complex is described as a $15 billion complex being built in partnership with Oracle and OpenAI. source
• Project Lighthouse in Port Washington, Wisconsin is a 1.3 GW data center campus being built for Oracle. source
• A report said Project Lighthouse completion could be pushed to early 2028 or even April 2029 due to power grid connection issues and regulatory hurdles with American Transmission Co. source
• Aterio sees a material risk Project Lighthouse will miss Oracle's second-half 2027 delivery guidance, with meaningful load unlikely before mid-2028. source

Impact estimates