Kilambi News
Friday, November 6, 2026

Project Jupiter power permit deadline waived in New Mexico

Infrastructure Thursday, November 5, 2026 - Updated Nov 5, 2026 19:46

Yucca Growth Infrastructure has waived its right to a November 23 decision on the air quality permit for Project Jupiter's on-site power plant, giving New Mexico regulators more time to review the application instead of risking a denial.

Why it matters: The permit covers the fuel cell power supply for Oracle's data centre campus for OpenAI near Santa Teresa, and without it the power infrastructure cannot be built, so an open-ended review extends the schedule risk on one of the largest data centre power projects in the United States.

Data as of Bloomberg report of November 5, 2026 as carried by Stocktwits and BigGo Finance, both read in full in this run; the underlying Bloomberg article was not read directly, and no company or regulator document on the waiver was read in this run. Single-source reporting, grade C. Developing item.

Yucca Growth Infrastructure, the firm building the power infrastructure for Oracle’s Project Jupiter data centre campus near Santa Teresa in Doña Ana County, New Mexico, has agreed to waive its right to a decision by November 23 on an air quality permit for the site’s on-site generation, Bloomberg reported. The waiver gives the New Mexico Environment Department more time to assess technical details, including updated emissions projections, and a public hearing on the permit is scheduled for early December.

The permit is required for the power generation that would run the campus through an on-site microgrid of Bloom Energy fuel cells, supplied in part by a natural gas pipeline being built by Energy Transfer. Without it, construction of the power infrastructure cannot proceed, while work on the data centre buildings themselves, which do not need the same permit, continues. In mid-October Oracle and Yucca proposed changes to the application, including an enforceable cap on fuel cell output that the companies said would cut permitted emissions by about 35 percent without changing the planned computing capacity.

Sources

  1. OpenAI-linked Oracle data center reportedly faces fresh power permit delay in New Mexico - Stocktwits, reporting Bloomberg - 2026-11-05
  2. Oracle's giant AI data center faces extended air permit review - BigGo Finance - 2026-11-05