Oracle weighs trucked natural gas for Project Jupiter as pipeline delays bite; shares fall about 5.5%

Bloomberg reported on October 8, 2026 that Oracle is considering trucking compressed natural gas to the 2.45 GW Project Jupiter campus in New Mexico, because the gas pipeline is delayed. The pipeline start was pushed from August 15, 2026 to February 1, 2027 after state regulators rejected a route. Trucked gas is estimated at about four times the cost of pipeline gas and cannot supply the full campus. Oracle shares fell about 5.5% after the report, which other outlets tied to Project Jupiter's power timing and cost.

• Project Jupiter is a 2.45 GW campus in New Mexico, with the gas pipeline start moved to February 1, 2027
• Oracle is weighing trucked compressed natural gas as a bridge, which analysts estimate costs about 4x pipeline gas
• Trucks could bridge early phases but not the full 2.45 GW campus
• Oracle shares fell about 5.5% after the report, per TipRanks summary