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# Oracle Cites 'Force Majeure' to Shield Itself on Controversial Data Center

60 points · 32 comments

[Full discussion](<https://news.ycombinator.com/item?id=49830037>)

[Read original](<https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center>)

Category: [Industry & Society](<https://hacksnap.live/?category=industry-society>)

## Skept-o-meter & Hotness

Skept\-o\-meter: High\. Estimated from 5 comments\.

5 comments for the summary\.

Peak rank: \#6

Time in Top 10: 20\.0 hours

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The discussion treats Oracle's force majeure notice as a sign of project and financial stress, while debating whether it points to a broader data\-center bubble or simply to industry\-wide cost and delay pressures\.

## The brief

Oracle sent a force majeure notice to the developer of its Project Jupiter data center in New Mexico, a unit of Blue Owl Capital, seeking to defer payments if the project is derailed and fails to come online in 2028\. Oracle is not trying to exit as the site's main tenant, but the move adds a new complication to a project already facing opposition and regulatory setbacks\.

- Oracle issued a force majeure notice to Project Jupiter's developer, a Blue Owl Capital unit\.
- The notice is intended to postpone Oracle's payments if the New Mexico data center is derailed and does not come online as planned in 2028\.
- Oracle is not attempting to walk away as the site's main tenant\.
- The project has already faced opposition and regulatory setbacks\.
- The details come from people familiar with private discussions\.

## Discussion themes

### Force majeure label questioned

A commenter argues that force majeure normally covers exceptional events outside a company's control, and says the problems here appear to be Oracle's own making\.

Sources: [Comment 49831204](<https://news.ycombinator.com/item?id=49831204>)

### Oracle's credit and history cited as warning signs

One commenter notes Oracle's BBB\- bond rating, one step above junk, and calls it fitting given the company's history\.

Sources: [Comment 49830738](<https://news.ycombinator.com/item?id=49830738>)

### Data\-center pipeline skepticism

A commenter says the number of data centers that need to come online does not add up and finds it suspicious\.

Sources: [Comment 49831013](<https://news.ycombinator.com/item?id=49831013>)

### Counterpoint: delays may reflect construction demand, not a bubble

A commenter argues that rising materials and labor costs and delays are happening because so many data centers are being built, and that an under\-cost, faster\-than\-expected build would be a better sign of a bubble bursting\.

Sources: [Comment 49831173](<https://news.ycombinator.com/item?id=49831173>)

### Financial projections challenged

Responding to the counterpoint, another commenter says revenue projections are not increasing at the same pace and the financials no longer make sense, which could still signal a bubble bursting\.

Sources: [Comment 49831238](<https://news.ycombinator.com/item?id=49831238>)

## Sources & coverage

AI-generated summary · 2026\-09\-24T20:03:10\.988211\+00:00

Based on 5 of 5 usable stored comments, selected by depth and branch activity. This is a sample of the discussion. Article text may also be shortened.

Generated using deepseek\-ai/DeepSeek\-V4\.1\-Flash. Check the linked sources for full context.
