Oracle Cuts Project Jupiter's Permitted Emissions 35% and Seeks 2 GW of Renewable Power for Its New Mexico AI Campus
Oracle reported rapid construction progress at its Project Jupiter AI data center campus in New Mexico and outlined new commitments on emissions, renewable energy and water, including a request for proposals for 2 GW of renewable power.
Oracle (ORCL) reported rapid construction progress at its Project Jupiter AI data center campus in Doña Ana County, New Mexico, and outlined new commitments to reduce emissions, expand renewable energy and conserve water. The company said it made the changes after regulatory and public feedback. The figures below are Oracle's own estimates and targets.
What Oracle committed to
Oracle proposed reducing the project's microgrid permitted emissions by 35% following regulatory and public feedback. It also issued a request for proposals for 2 GW of renewable power, with a goal of matching its energy use with 100% carbon-free energy by 2031. On water, the cooling and fuel cell systems are designed to use non-potable water. Oracle estimates their average annual water consumption over 15 years, including initial fills, will equal roughly nine U.S. households.
| Area | Oracle's commitment |
|---|---|
| Emissions | Proposed 35% reduction in the project's microgrid permitted emissions, after regulatory and public feedback |
| Renewable energy | Request for proposals for 2 GW of renewable power; target of 100% carbon-free energy matching by 2031 |
| Water | Cooling and fuel cell systems designed to use non-potable water; average annual use over 15 years, including initial fills, estimated at roughly nine U.S. households |
| Development | Construction continues in Doña Ana County, New Mexico, with an emphasis on economic development and environmental safeguards |
What it means
The update shows Oracle responding to scrutiny of the energy and water footprint of AI data centers while construction moves ahead. The 35% emissions reduction is a proposal tied to the project's permitted limits, so it is not yet a finished change. The 2 GW renewable request is a solicitation, not a signed supply agreement, and the 2031 carbon-free matching date is a target. The water figure is Oracle's own estimate. The announcement did not include financial details, and we did not find a verified premarket price move for ORCL tied to this news.
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