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Infra2026-09-26 · source-backed
Bloomberg reports Oracle sent the notice to a Blue Owl unit developing the 1,400-acre New Mexico campus, which carries $18B in bank loans and supplies OpenAI compute. Gas pipeline delays, legal challenges to water and air permits, and a denied energy permit. If both sides accept the notice, Oracle could delay full rent by up to three years. Meanwhile DOE announced $1.9B, $5.25B with cost share, for reconductoring 1,500+ miles of transmission across 31 projects in 26 states to unlock 23GW. Power is setting the pace, not chips.
Each link below shares sources, entities, or timing with this story.
The notice to developer Blue Owl would let Oracle delay payments if the facility misses its 2028 target. Energy Transfer's gas pipeline has slipped six months to February 1, 2027 after repeated permit rejections and a reroute, and the state has until November 23 to rule on the...
Loans tied to the 1,400-acre Project Jupiter campus in Doña Ana County, New Mexico, are quoted at 89 to 91 cents by syndicate banks including Santander and Jefferies, well off par for healthy debt. Broader syndication has stalled over Oracle's rising borrowing and weakening cr...
Three separate things happened in about 36 hours, and together they mark the week the pacing debate stopped being a debate among labs. Trump posted on Truth Social that AI safety concerns are a "HOAX" and that the only control or guardrails AI needs is a "STRONG AND SMART (Hig...
AMD unveiled its first rack-scale system to directly contest Nvidia at the rack level, with engineering samples in H2 2026 and mass production targeted Q2 2027. Microsoft joins Meta, OpenAI and Oracle as customers; Meta plans 1 gigawatt of Helios racks by year-end against a lo...
Oracle's Q4 FY2026 results showed revenue of $19.2B (+21%), total cloud +47% to $9.9B, and OCI +93% to $5.8B, per ERP Today. But remaining performance obligations hit $638B, up 363% year over year and +$85B sequentially, driven almost entirely by a few giant AI contracts inclu...
The flat-rate era for AI coding tools ended today. Not with a whimper. With invoice shock. GitHub Copilot officially moved from fixed monthly subscriptions to usage-based "AI Credits" billing on June 1, 2026. Code completions remain free, but agent mode, chat, and premium mode...
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