Project Jupiter, a planned data-centre campus in Santa Teresa, New Mexico, is intended to supply AI infrastructure for OpenAI through Oracle. The proposed power supply is strikingly large: up to 2.45 gigawatts from fuel cells, supported by a proposed natural-gas pipeline.
OpenAI Watch analysis
What happened
A Project Jupiter webpage says STACK Infrastructure and BorderPlex Digital Assets are developing the campus, where Oracle plans to deploy AI infrastructure for OpenAI. It gives a target of the third quarter of 2028 for completing Phase 1. These are plans, not a completed facility or a confirmed delivery date.
The page says the site intends to use Bloom Energy fuel cells and a proposed gas pipeline. It does not provide further detail about the pipeline, the campus’s total build-out or how much of the planned capacity would be available at each stage. Read the Project Jupiter overview.
Why it matters
At up to 2.45GW, the proposed power supply makes energy infrastructure a central part of this AI expansion, not a footnote to the server racks. The project also links several companies and communities in a chain of dependencies: STACK and BorderPlex are developing the campus, Oracle is to deploy infrastructure there for OpenAI, and the plan relies on a proposed gas pipeline.
For readers, the useful distinction is between the intended scale and what is actually built. Phase 1 is targeted for 2028, while the pipeline and fuel-cell supply remain plans described on the project page.
Our read
The headline number deserves attention, but it is not the same thing as delivered computing capacity. The next meaningful test is whether the power and pipeline plans move from proposal to construction, and whether the project publishes enough detail for local communities to understand the scale and implications.
What to watch
- Whether the proposed pipeline receives approvals and begins construction.
- Whether the companies publish a clearer timetable and breakdown of the campus’s power needs.
- Whether Phase 1 remains on course for its stated third-quarter 2028 target.
Discussion spark: When an AI data centre depends on a major new gas pipeline, should local decision-makers prioritise the promised investment or the project’s energy and infrastructure demands?
Sources and evidence
- Project Jupiter (11 October 2026, 11:06 UTC)
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