TLDR
- Oracle’s Project Jupiter shifts to cleaner fuel cells for AI data growth
- ORCL slips as Oracle advances New Mexico AI data center power plan
- Project Jupiter targets jobs, clean power, and local water upgrades
- Oracle backs cleaner AI infrastructure with Bloom fuel cell microgrid
- New Mexico AI campus gains jobs, funding, and cleaner energy design
Oracle (ORCL) shares extended weakness after a choppy session, even as the company advanced a major AI infrastructure plan. ORCL closed at $172.96, down 0.18%, then fell overnight to $168.50, down 2.58%. The move came as Oracle detailed a cleaner power design for Project Jupiter in New Mexico.
Oracle Shifts Project Jupiter to Fuel Cell Power
Oracle and BorderPlex Digital Assets said Project Jupiter will use Bloom Energy fuel cells for on-site power. The AI data center campus sits in Doña Ana County, New Mexico. The updated plan replaces earlier gas turbines and diesel generators.
The project will use up to 2.45 gigawatts of installed Bloom fuel cell capacity. Oracle and Bloom had already expanded their partnership before this update. Now, Project Jupiter will operate as one single microgrid campus.
Fuel cells produce electricity without combustion, thereby lowering emissions and reducing water use. Oracle said the new design will cut NOx emissions by about 92%. Moreover, the system will use a negligible amount of water.
Clean Power Plan Addresses Local Priorities
Oracle said it will pay all energy costs tied to Project Jupiter. Therefore, the company expects no impact on local power rates or grid stability. The structure aims to protect residents while supporting the heavy demand for AI computing.
The site will also use closed-loop, non-evaporative cooling systems. These systems will reduce daily water use across the data center campus. Additionally, the power design targets air quality and water stewardship concerns.
BorderPlex described Project Jupiter as a long-term industrial platform for southern New Mexico. The company links the project to advanced computing, cleaner energy, and regional growth. Besides, it plans more infrastructure work across solar, storage, and geothermal opportunities.
Project Jupiter Adds Jobs and Local Funding
Oracle expects Project Jupiter to create 4,000 construction jobs over the project’s life. The company also expects 1,500 ongoing positions on-site and across the surrounding community. Local hiring, skilled trades, union labor, and regional suppliers remain key priorities.
Project Jupiter has committed $50 million to repair and improve local water systems. It has also pledged $360 million for schools, infrastructure, and local services. Moreover, $6.9 million will support workforce programs, youth services, clean water, education, and habitat restoration.
Construction continues on schedule as Oracle expands AI data center capacity. The project gives Oracle a cleaner power model for large-scale computing growth. ORCL’s overnight decline showed near-term market pressure despite the infrastructure update.
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