🚧Oracle's Wisconsin AI Datacenter May Miss 2027 Start Due to Delays
Oracle's Big AI Project Faces Major Hurdles
TL;DR
Oracle's Wisconsin AI datacenter, set to launch in 2027, might miss its deadline due to regulatory approval delays. The transmission infrastructure needed for the 902 MW campus is still pending approval, pushing back potential power delivery dates.
Oracle's Wisconsin AI datacenter, a cornerstone of its AI infrastructure, may miss its 2027 start date due to regulatory approval delays. The transmission infrastructure required to power the 902 MW campus is still awaiting approval from the Public Service Commission of Wisconsin (PSC). This delay could push the earliest power delivery to October 2027, leaving little room for testing and commissioning before Oracle's deadline. If Oracle misses this deadline, it could impact its deal with Tencent to lease around 100,000 AI processors, valued at $7 billion. The campus's load is expected to ramp up mainly from the first quarter of 2028, with full supply potentially delayed to April 2029.
Key Points
Oracle's Wisconsin AI datacenter, rated at 902 MW, may miss its 2027 start date due to regulatory delays.
American Transmission Company's (ATC) application for the campus's grid connection is pending approval from the Public Service Commission of Wisconsin (PSC).
ATC refiled its application in September, restarting the approval process for the $2 billion transmission infrastructure project.
Aterio's base case scenario puts partial power delivery in December 2027 and full supply in October 2028, with an extended review pushing dates to April 2029.
Oracle's stretched finances and force majeure notice on Project Jupiter raise concerns about slippage on its largest datacenter campuses.
Why It Matters
Oracle's Wisconsin AI datacenter, set to launch in 2027, may miss its deadline due to regulatory approval delays. This could impact Oracle's deal with Tencent to lease around 100,000 AI processors, valued at $7 billion. The campus's load is expected to ramp up mainly from the first quarter of 2028, with full supply potentially delayed to April 2029.
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