Vantage

Power Approval May Delay Oracle's Wisconsin AI Datacenter

Oracle's leased Project Lighthouse datacenter in Wisconsin may miss its target of delivering capacity in H2 2027 because grid connection awaits regulatory approval; the campus has 902 MW of computing load and 1.3 GW total demand, with power financing costs potentially over $100M a year, while Oracle sent a force majeure notice on New Mexico's Project Jupiter.