By Simply Wall St
Publication Date: 2026-05-04 17:15:00
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Oracle and BorderPlex Digital Assets have launched Project Jupiter to power Oracle’s AI data center campus in New Mexico with Bloom Energy fuel cells.
The project shifts the campus away from gas turbines and diesel to a single microgrid powered primarily by on-site fuel cells.
This is Oracle’s first major step toward providing clean, scaled, on-site power to an AI data center campus.
Oracle (NYSE: ORCL) is putting energy infrastructure at the heart of its AI data center being built with Project Jupiter as it converts a large campus in New Mexico to Bloom Energy fuel cells. The stock last closed at $171.83, with a 30-day return of 17.4%, a 1-year return of 16.3% and a 3-year return of 83.9%. Over five years, the stock has returned 129.4%, while year-to-date performance reflects a decline of 12.2%.
For investors observing large-scale AI infrastructure, this shift is a…
