Oracle Opens Tender for 2 GW of Renewables in New Mexico; Mexican Sector Projects 1.73 GW

Oracle opened a solicitation on September 8 to contract 2 GW of new renewable capacity in New Mexico, energy it intends to use to offset consumption at Project Jupiter, the data center complex it is developing for OpenAI under the Stargate program, whose declared investment reaches 165 billion dollars.

The campus is located near Santa Teresa, in Doña Ana County, and will operate with 2.45 GW of solid oxide fuel cells fueled by natural gas, according to Latitude Media. The renewables will not directly power the complex: Oracle will use them to offset emissions from the fuel cells and seeks to meet its goal of "100% carbon-free energy matching" in 2031. The company will also allocate 1 million dollars to carbon capture and sequestration research and publish a dashboard with environmental data from the site, according to PV Tech. The air quality permit process remains paused by a New Mexico Supreme Court stay, which suspended the process in August.

Two days later, CFE and the Mexican Association of Data Centers (MEXDC) agreed to weekly technical working groups to anticipate the electrical load of the country's data centers, where 279 MW are installed and 205 MW are under construction this year, with a projection of 1.73 GW required by 2031.

The solicitation accepts solar, wind, geothermal, and other renewable technologies, with operation beginning between 2027 and 2031 and priority for accelerated-schedule projects. Oracle will evaluate capacity and growth potential, delivery timing, project maturity, technical feasibility, and alignment with its long-term energy commitments. Mahesh Thiagarajan, executive vice president of Oracle Cloud Infrastructure, said New Mexico has an extraordinary opportunity to grow its renewable resources and create value for the state's communities. The scale sets the move apart: the procurement nearly equals the campus's own capacity, according to Latitude Media.

For developers planning similar campuses in the region, the precedent combines gigawatt-scale self-generation with environmental permits under judicial scrutiny, a standard that aligns with the joint planning launched by CFE and MEXDC.

What comes next: Oracle will select developers for the 2027-2031 period, the New Mexico Supreme Court will rule on the air quality permit, and the technical working groups between CFE and MEXDC will set the pace of planning in Mexico.

This article was written with artificial intelligence assistance from verified sources and reviewed by a human editor before publication.