Oracle: Force Majeure on 2.45 GW Jupiter Lease — CRE AI Briefing, Sep 24, 2026

Oracle sent Blue Owl a force majeure notice on Project Jupiter, a 2.45 GW New Mexico Stargate campus aimed at 2028, seeking room to delay lease payments if COD slips while $18B of bank debt and $3B of Blue Owl equity sit under that rent clock. Meanwhile Cleanview maps 17.5 GW of new gas generation tied to Amazon data centers, and Microsoft still points toward about 38 GW of capacity by 2032 with $329B of datacenter leases not yet commenced. Common thread for CRE: gigawatt leases still clear, but force majeure, gas COD, and uncommenced lease stacks now set when rent and power actually show up.

Reach out to the AI Consulting Network: https://www.theaiconsultingnetwork.com/

Sources:

https://techcrunch.com/2026/09/24/oracle-sends-force-majeure-notice-on-its-new-mexico-stargate-data-center/

https://news.bloomberglaw.com/artificial-intelligence/oracle-cites-force-majeure-to-shield-itself-on-big-data-center

https://www.semafor.com/article/09/24/2026/ais-financial-jenga-towers-start-to-wobble

https://www.distilled.earth/p/eight-new-gas-plants-will-power-amazons

https://www.reuters.com/business/microsoft-plans-38-gigawatts-data-center-capacity-by-2032-bloomberg-news-reports-2026-09-10/

https://btw.media/en/microsoft-329-1bn-uncommenced-datacentre-leases

https://cloudwars.com/cloud-wars-minute/microsofts-massive-ai-infrastructure-build-out-signals-what-comes-next/

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