Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
Monday, September 14, 2026 · 8 min
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses.
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Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses.
In this episode
- [PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England
JOINT NEPOOL TRANSMISSION, MARKETS, AND RELIABILITY COMMITTEE | SEPTEMBER 15, 2026 | WESTBOROUGH, MA Additional Details on Proposed Large Load Process New England Large Load Show Cause Order (EL26-72) Nic Baldenko PRINCIPAL ENGINEER, TRANSMISSION SERVICES Alex Rost DIRECTOR, TRANSMISSION SERVICES Pradip Vijayan SR. MANAGER, MODELING AND INTEGRATION Project Title: New England Large Load…
- Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission
Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. This is a large, long-duration capacity commitment beyond the property already on Oracle's balance sheet, and it materially extends the company's build-and-lease pipeline. The filing identifies additional…
- Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission
Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. The filing ties the spending directly to data-center expansion and shows that the investment…
- IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News
IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion # IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion Site of Google data center at 5801 Adams Center Road in Fort Wayne.(staff) By Jazlynn Bebout Published: Sep. 11, 2026 at 3:58 PM EDT| Updated: 31 minutes ago FORT WAYNE, Ind. (WPTA) - The Indiana Department…
- Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media
# Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media Author: Maeve Allsup Published: 2026-09-11T18:11:10+00:00 Source: latitudemedia.com (latitudemedia.com) Language: en ## Story Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media # Oracle and OpenAI bet that more solar could combat data center pushback The Stargate…