Power approval set to delay Oracle's Wisconsin AI datacenter

Oracle's Wisconsin AI datacenter could miss its planned 2027 start date because the transmission infrastructure needed to power it is awaiting regulatory approval. Research company Aterio warns that Project Lighthouse, being developed by Vantage in Port Washington with Oracle as tenant, faces a real risk of slipping beyond Big Red's target of delivering capacity to customers in the second half of next year. Separately, Oracle reportedly sent a force majeure notice to a Blue Owl Capital subsidiary developing Project Jupiter in New Mexico. Bloomberg reported that Oracle was seeking to defer payments if the campus failed to come online as planned, rather than withdraw from the project. Oracle says the development remains on schedule. …