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Oracle / Project Jupiter onsite fuel-cell microgrid: Project Jupiter power supply agreement, October 2026

Announced Oct 15, 2026 · Up to 2.45 GW · Undisclosed

Oracle 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.

First-capacity target: not disclosed

Assess the delivery assumptions

Check the site, power connection, permits, and delivery milestones behind this agreement with GreenCIO.