$ORCL - ORACLE MOVES GAS BY TRUCKS TO AVOID DATA CENTER POWER DELAYS

Oracle is transporting natural gas by truck to power AI data centers, bypassing pipeline delays threatening its expansion.

Already used in Utah and Texas, the strategy could extend to its massive 2.45-GW Project Jupiter in New Mexico.

However, trucked gas costs roughly four times more than pipeline deliveries, highlighting the growing energy challenges of AI infrastructure.
(@WalterBloomberg)