Oracle's Wisconsin AI datacenter risks delay as grid approval stalls
Research firm Aterio says Oracle's Project Lighthouse datacenter in Port Washington, Wisconsin, developed with Vantage, may miss its planned second-half 2027 opening because American Transmission Company still needs Public Service Commission approval to build the site's grid connection. Aterio also noted Oracle recently sent a force majeure notice to a Blue Owl Capital subsidiary over its Project Jupiter campus in New Mexico, seeking to defer payments if that site isn't ready on time, though Oracle maintains Jupiter remains on schedule.