Oracle compute deals
Public agreements, delivery targets, and source evidence for Oracle.
Market overview
The commitments behind the buildout
Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.
| Layer | Stated amount | Up to | More than |
|---|---|---|---|
| Compute purchases | — | — | — |
| IT power leases | — | — | — |
| Campus projects | — | — | — |
Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.
USD compute agreements
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Stated contract values over their full terms
Additional upper-limit values
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Additional minimum values
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0 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. Full-term contract values are not annual revenue or infrastructure capital expenditure.
Compare buyers · 1 companies
| Buyer / developer | Agreements | Compute: stated | Compute: up to | Compute: over | Dated targets |
|---|---|---|---|---|---|
| Oracle | 1 | — | — | — | 0 of 1 |
Time to Power
When is capacity expected?
0 dated targets · 1 without a first-capacity window
0 elapsed targets await delivery evidence
Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.
Actual time to power: not established
Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.
No dated first-capacity targets in this selection.
How to read these dates and figures
Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 0 announcements disclose no MW allocation. 1 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.
1 announcement
| Announced | Buyer / partner | Value | Capacity | Location / timing | Details |
|---|---|---|---|---|---|
| Oct 15, 2026 | Oracle Project Jupiter onsite fuel-cell microgrid Power supply | Undisclosed | Up to 2.45 GW Up to 2.45 GW of planned installed fuel-cell generation capacity; not IT load, campus load, or energized power | Doña Ana County, New Mexico, US No delivery date disclosed | Build announcedDeal detailsOracle and Yucca Growth Infrastructure proposed a refinement to Project Jupiter's Bloom Energy fuel-cell microgrid on October 15. Oracle said planned data-center IT capacity remained unchanged. Its October 22 power-plan article states up to 2.45 GW of installed fuel-cell generation capacity. The plan remains subject to state permit review. The 2.45 GW is generation equipment rating, not customer IT load or measured energized power; no commissioning date or delivered MW is stated. Do not add this figure to the separate 4.5 GW compute-capacity amount in the OpenAI/Oracle Stargate record. Oracle and Yucca Growth Infrastructure Project Jupiter permit refinement ↗Oracle Project Jupiter self-supplied power plan, October 22, 2026 ↗Oracle Project Jupiter scope update, October 13, 2026 ↗Assess this deal |