Sources: Oracle sent a force majeure notice to Blue Owl to delay payments on the 2.45GW Project Jupiter data center in New Mexico if it fails to launch in 2028
THE SO WHAT
A 2.45 GW data center wrapped in force majeure clauses underscores how hyperscale AI bets now hinge on multi-year power and construction risk. When you sign long-term cloud or AI capacity deals, scrutinize counterparties’ off-take, delay, and termination language as hard as the price per GPU-hour.
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