Oracle moves gas by trucks to keep its AI data centres on schedule
Oracle is trucking compressed natural gas to AI data centres that cannot yet connect to a pipeline, at roughly four times the price of gas at a hub. Europe has the same grid bottleneck and is answering it the other way, with Spain proposing to refuse connections to any data centre not on 80% renewables every hour.
Oracle is trucking compressed natural gas to data centres it cannot plug in. Road deliveries kept a site outside Salt Lake City moving for more than a year while it waited for a pipeline, and are powering early work at an OpenAI campus in Shackelford County, Texas. The shares fell about 5.5%.
New Mexico is next. Oracle is weighing the same approach at Project Jupiter, where the New Mexico State Land Office refused rights-of-way for Energy Transfer’s pipeline twice and the start date slipped to February, Bloomberg reported. Oracle did not reply...
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