New Mexico regulators reject gas pipeline for Oracle's 2.5GW data center

New Mexico regulators rejected a natural gas pipeline that was meant to feed fuel cells at Oracle's 2.5-gigawatt Project Jupiter data center. The denial removes a planned power source for the site.

Why it matters: This is a concrete case of local regulators pushing back on the energy infrastructure that multi-gigawatt AI data centers require, a friction point growing as projects scale up. It parallels moves like Australia's new rule requiring AI data centers to match their own power use, and could delay Oracle's buildout timeline.