Oracle Moves Gas by Trucks to Avoid Data Center Power Delays
The company is using a virtual pipeline to keep data centers running while gas and power connections lag, analysts said.
- Oracle is trucking compressed natural gas to data centers that cannot connect to pipelines, paying roughly four times the price of gas at a hub to maintain operations.
- The sector has triggered the largest gas-plant building boom on record, yet infrastructure development lags behind demand, creating bottlenecks that mirror grid constraints across the Atlantic.
- Companies like Certarus and VoltaGrid manage these deliveries through what the industry calls a virtual pipeline, though SemiAnalysis estimates each large trailer supplies only roughly 40 minutes of electricity.
- Oracle faces complications at Project Jupiter, where the New Mexico State Land Office twice refused pipeline rights-of-way, forcing the project start date to slip to February.
- While Oracle uses trucks, Europe is tightening grid access, with Spain proposing to refuse connections to any data center not meeting 80% renewable energy hourly, and Energinet halted new agreements this year.
19 Articles
19 Articles
Oracle Is Trucking In Natural Gas to Keep Its AI Data Centers on Schedule
Oracle's AI data centers are running behind on pipelines and permits, so the company found an unusual workaround to keep construction on schedule and avoid penalties on hundreds of billions in signed contracts.
Oracle (NYSE: ORCL) Trucks Natural Gas To Data Centers As Pipeline Delays Mount
Oracle Corporation (NYSE: ORCL) is deploying an unconventional power strategy to keep its data center expansion on schedule, trucking natural gas directly to its server farms. The company is considering this approach to accelerate construction in New Mexico, where a delayed gas pipeline is threatening to stall one of its critical data center projects. In […]
Oracle Trucks in Natural Gas to Outrun Pipeline Delays at AI Data Centers
Oracle trucks compressed natural gas to AI data centers in Utah, Texas and potentially New Mexico to bypass pipeline delays. The workaround costs four times more than piped supply yet keeps projects on schedule. Europe faces parallel grid shortages but pursues stricter renewable rules instead.
Doña Ana Dispatches: Oracle to consider delivering natural gas by truck to Project Jupiter
Oracle is exploring truck delivery of natural gas to fuel Project Jupiter’s data center in Santa Teresa due to pipeline delays, a strategy already used at their Salt Lake City site.
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