project jupiter - america’s largest ai datacenter investment

The largest single datacenter investment in history: $165 billion commitment over 30 years for OpenAI's next-generation AI training infrastructure in rural New Mexico. Selected from 300+ proposals across 30+ states as a cornerstone of the$500 billion Stargate initiative to secure American AI leadership.

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executive overview

Project Jupiter represents the largest single datacenter investment ever announced in the United States and globally. With a maximum commitment of $165 billion over 30 years, this AI training facility will serve as a cornerstone of the Stargate initiative - the$500 billion, 10-gigawatt effort by OpenAI, Oracle, and SoftBank to establish American dominance in artificial intelligence infrastructure.

transformative scale and significance

The project embodies several historic firsts:

• Largest datacenter investment: $165 billion maximum commitment dwarfs all previous datacenter projects
• Competitive selection: Chosen from over 300 proposals submitted by 30+ states in nationwide competition
• Strategic importance: One of five sites selected for Stargate’s mission-critical AI infrastructure
• Rural transformation: Will fundamentally reshape the economy of rural southern New Mexico near the El Paso border
• National security: Part of broader effort to maintain US AI leadership against Chinese competition

the stargate context

Project Jupiter cannot be understood in isolation - it is one piece of the most ambitious technology infrastructure project in American history. The Stargate initiative, announced by President Trump at the White House on January 21, 2025, aims to deploy $500 billion and 10 gigawatts of AI computing capacity by 2029. As of September 2025, the initiative is ahead of schedule with nearly 7 GW planned and over$400 billion committed.

Project Jupiter’s $165 billion commitment represents roughly one-third of the entire Stargate investment, making it the largest individual site in the portfolio. This facility will provide the massive GPU computing power required for OpenAI to develop next-generation AI models beyond GPT-4 and compete with other frontier AI labs.

controversy and community impact

Despite its transformative scale, Project Jupiter has faced significant local opposition. The facility will be located in an arid region with existing water quality challenges, and residents have expressed deep concerns about water consumption and resource allocation. The Doña Ana County Board of County Commissioners approved the project in a contentious 4-1 vote on September 19, 2025, after seven hours of public comment featuring protests and vocal opposition.

The approval came with substantial community benefit commitments totaling $56.9 million, including$50 million for water and wastewater infrastructure improvements throughout Doña Ana County and $6.9 million for community investments including workforce development and youth programs.

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the stargate partnership structure

Understanding Project Jupiter requires understanding the complex partnership structure behind the Stargate initiative. While the project appears to be developed by BorderPlex Digital Assets and STACK Infrastructure, these are essentially development partners executing a project controlled and financed by the Stargate consortium.

stargate governance and ownership

Stargate LLC is an American multinational artificial intelligence joint venture formed to build AI infrastructure across the United States. Leadership structure:

equity partners and financing

The initial $100 billion funding comes from four primary equity investors:

The additional $400 billion commitment will come from a mix of current investors, new limited partners, and debt financing. Oracle has a reported contract value exceeding$300 billion with OpenAI over five years related to Stargate infrastructure.

project jupiter’s specific structure

For Project Jupiter, the partnership operates through multiple layers:

Development Partners:

• BorderPlex Digital Assets: Austin-based developer led by Lanham Napier (former Rackspace CEO)
• STACK Infrastructure: Colorado-based hyperscale datacenter developer providing infrastructure expertise

Lease and Operations:

• Oracle Cloud Infrastructure: 18-year lease agreement to operate the facility
• OpenAI: Primary tenant and end user for AI training workloads

Financial Backing:

• SoftBank: Ultimate financial responsibility through Stargate LLC
• MGX: Co-investment partner
• Industrial Revenue Bond: $165 billion approved by Doña Ana County

This structure allows the Stargate consortium to rapidly scale across multiple sites while leveraging local development expertise and financing mechanisms.

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investment breakdown and financial structure

understanding the $165 billion figure

The $165 billion maximum commitment is structured over 30 years and must be understood in context:

equipment refresh cycles drive total investment

The massive $165 billion figure reflects the reality of AI infrastructure economics: GPU and computing equipment must be refreshed every 5-7 years to remain competitive. The investment breakdown over 30 years includes:

Initial Deployment (Years 1-5): $50 billion

• Building construction and infrastructure: $25 billion
• Power generation and distribution: $15 billion
• Initial IT equipment (GPUs, servers, networking): $10 billion

Equipment Refresh Cycles (Years 5-30): $115 billion

• First refresh (Years 5-7): ~$38 billion
• Second refresh (Years 12-14): ~$38 billion
• Third refresh (Years 19-21): ~$39 billion

This refresh cycle model means that the $165 billion represents cumulative investment over three decades, not a one-time capital deployment. The facility's actual physical infrastructure (buildings, power systems, cooling) costs approximately$40 billion, with the remaining $125 billion allocated to GPU and computing equipment purchases over the 30-year term.

why equipment refreshes are critical

For AI training facilities, equipment obsolescence is a fundamental economic reality:

• Performance advances: New GPU generations deliver 2-3x performance improvements every 2-3 years
• Competitive necessity: Training frontier AI models requires latest-generation hardware
• Economic efficiency: Older GPUs become economically inefficient as power costs exceed computational value
• Technology evolution: Cooling, networking, and storage systems must co-evolve with GPU advances

OpenAI cannot afford to run Project Jupiter on 2026-era GPUs in 2035. The 30-year, $165 billion commitment ensures continuous technology refresh to maintain cutting-edge AI training capabilities.

industrial revenue bond structure

Doña Ana County approved a $165 billion Industrial Revenue Bond (IRB) to enable the project. Key financial terms:

The IRB structure allows the developers to avoid paying standard property taxes on the $165 billion in assets, instead paying the county$12 million annually. This represents a substantial tax incentive - typical property tax on $165 billion in assessed value would be hundreds of millions annually. Critics note that the county is effectively subsidizing one of the world’s wealthiest consortiums (SoftBank, OpenAI, Oracle) while facing severe public infrastructure challenges.

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location and site characteristics

santa teresa, new mexico

Project Jupiter will be located in Santa Teresa, an unincorporated community in Doña Ana County, New Mexico, near the intersection of NM Highway 136 and Pete Domenici Highway. The location offers both advantages and challenges:

why this location was selected

From over 300 proposals across 30+ states, Santa Teresa was chosen for several strategic reasons:

Power Availability:

• Proximity to natural gas resources for on-site power generation
• Ability to develop independent microgrid without straining local utility (El Paso Electric’s ~2.8 GW system)
• Lower power costs compared to coastal markets

Geographic Advantages:

• Low risk of natural disasters (hurricanes, earthquakes, floods)
• Stable climate for outdoor equipment
• Proximity to Mexican border for potential cross-border workforce

Economic Incentives:

• New Mexico’s aggressive datacenter incentive programs
• $165 billion Industrial Revenue Bond authorization
• Property tax and gross receipts tax exemptions
• Relatively low land costs

Connectivity:

• Access to fiber networks via Fl? Networks
• Proximity to major population centers (El Paso, Las Cruces)
• Strategic location between Texas and Arizona technology corridors

the el paso connection

Though located in New Mexico, Project Jupiter is fundamentally tied to the El Paso, Texas metropolitan area. The facility will draw from El Paso’s labor market, infrastructure, and logistics networks. This creates interesting cross-border dynamics as New Mexico captures the tax revenue and jobs while El Paso provides supporting infrastructure and workforce.

campus layout and buildings

The 1,400-acre campus will initially house four datacenter buildings:

Each building will operate with four independent chiller systems, requiring approximately 625,000 gallons per system for initial fill (~2.5 million gallons per building, 10 million gallons total for all four buildings).

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power infrastructure and energy strategy

1-gigawatt power requirement

Project Jupiter’s 1,000 MW (1 GW) power capacity makes it one of the largest single power consumers in New Mexico:

To put this in perspective: Project Jupiter alone will consume as much power as the entire city of Albuquerque, New Mexico’s largest city.

independent microgrid strategy

Rather than connecting to El Paso Electric’s grid - which would strain the utility’s capacity - Project Jupiter will operate an independent microgrid:

On-Site Power Generation:

• Natural gas turbines for primary power generation
• Battery energy storage system (BESS) for stability and backup
• Independent grid connection to avoid impacting local power supply
• Future renewable energy integration planned

Why Microgrid Approach:

• El Paso Electric’s 2.8 GW system cannot absorb additional 1 GW load
• Faster deployment than waiting for utility grid upgrades
• Greater reliability and power quality control
• Ability to optimize for AI workload power profiles

power investment breakdown

The $15 billion power infrastructure investment includes:

environmental and carbon implications

Operating 1 GW of natural gas generation creates significant carbon emissions:

• Annual CO2 emissions: ~4-5 million metric tons (assuming natural gas)
• Equivalent to: Emissions from ~1 million gasoline vehicles
• Mitigation strategies: Carbon capture and storage (CCUS), renewable energy integration over time

The project’s reliance on natural gas generation has been controversial given global climate commitments. Developers have indicated plans for renewable energy integration and carbon mitigation, but specific commitments and timelines remain vague.

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technology and ai infrastructure

designed for frontier ai training

Project Jupiter is specifically engineered for training the largest, most computationally demanding AI models:

gpu computing at unprecedented scale

While specific GPU counts are not publicly disclosed, the 1 GW power capacity and $125 billion equipment budget suggest extraordinary scale:

Estimated GPU Configuration (based on public Stargate data):

• Power allocation to GPUs: ~700-800 MW (remaining power for cooling, networking, storage)
• GPU power consumption: ~1,000-1,500W per GPU (depending on generation)
• Estimated GPU count: 500,000 - 800,000 GPUs
• Network fabric: Designed for 100,000+ GPUs on single training fabric (similar to Abilene flagship)

For comparison, the Abilene Stargate flagship facility is deploying 64,000 NVIDIA GB200 GPUs by end of 2026. Project Jupiter, with significantly larger scale, could potentially deploy 10x that number over its full buildout.

closed-loop liquid cooling

High-density AI racks generating 50-100 kW require advanced cooling technologies that traditional air cooling cannot support:

How Closed-Loop Cooling Works:

• Liquid coolant circulates directly to GPU cold plates
• Heat is transferred to coolant, then to external cooling towers
• Water is continuously recycled rather than consumed
• Makeup water needed only for evaporation losses

STACK Infrastructure has operated similar closed-loop systems in Oregon, Chicago, and Virginia for over five years, providing operational track record for this approach.

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timeline and development roadmap

key milestones

the evolution from $5b to$165b

Project Jupiter’s public narrative evolved dramatically over 2025:

February 2025: New Mexico Governor Michelle Lujan Grisham announced a partnership with BorderPlex Digital for a “$5 billion investment in Santa Teresa expected to create 1,000 jobs.” This initial announcement described a data infrastructure campus but made no mention of OpenAI, Oracle, or Stargate.

August 2025: The project was revealed to have grown to $165 billion - a 33x increase from the February announcement. BorderPlex and STACK Infrastructure disclosed the true scope and Stargate connection.

September 2025: OpenAI officially confirmed Project Jupiter as one of five sites chosen from 300+ proposals nationwide for the Stargate initiative.

This timeline suggests that the February announcement may have been a preliminary agreement before full Stargate site selection, or potentially a strategic communication approach to manage public reaction to the project’s actual scale.

development phases

The 30-year timeline reflects the long-term nature of datacenter infrastructure investments and the need for continuous technology refresh to maintain competitive AI training capabilities.

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economic impact and transformation of southern new mexico

job creation

direct payments to county

economic multiplier effects

The project’s total economic impact extends beyond direct investment:

transforming rural new mexico

For context, Doña Ana County’s 2023 population was approximately 219,000 people with median household income around $45,000. Project Jupiter represents a transformative economic event:

Scale Comparison:

• 750 permanent jobs at $87,500 average salary =$65.6M annual payroll
• Doña Ana County’s total 2023 payroll across all sectors: ~$4 billion
• Project Jupiter permanent jobs represent ~1.6% increase in county employment

Infrastructure Investment:

• $56.9M in community benefits exceeds many small-town annual budgets
• Water infrastructure commitment addresses longstanding regional challenges
• Workforce development programs will create lasting education capacity

Challenges:

• Housing: 750+ new high-income workers will strain limited housing stock
• Infrastructure: Roads, schools, and services will face increased demand
• Inequality: High datacenter wages may exacerbate income inequality with existing residents

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strategic significance for us ai leadership

why project jupiter matters nationally

Project Jupiter is not merely a large datacenter - it represents a critical component of US strategy to maintain artificial intelligence leadership against Chinese competition:

AI Arms Race Context:

• China announced $280+ billion in AI infrastructure investments in 2024-2025
• The US must match or exceed Chinese AI computing capacity to maintain technological edge
• Frontier AI model training requires unprecedented computing resources
• National security increasingly depends on AI capabilities for defense, intelligence, and economic competitiveness

Stargate’s Strategic Role:

• Total $500 billion commitment positions US as global AI infrastructure leader
• 10 GW target by 2029 represents largest AI computing buildout in history
• Private sector execution avoids Congressional approval delays
• Sovereign wealth fund participation (MGX) demonstrates international confidence in US AI leadership

Project Jupiter’s Contribution:

• At $165 billion, represents largest single site investment in Stargate portfolio
• 1 GW capacity provides ~10% of total Stargate 10 GW target
• Geographic diversification (New Mexico) reduces concentration risk
• Demonstrates ability to rapidly deploy AI infrastructure in non-traditional markets

openai’s competitive imperative

OpenAI faces intense competitive pressure from multiple directions:

Competitors:

• Google DeepMind: Backed by Alphabet’s resources and TPU infrastructure
• Anthropic: Amazon’s $100+ billion Project Rainier provides exclusive computing
• Meta: Massive internal AI infrastructure with open-source LLaMA models
• xAI (Elon Musk): Colossus datacenter with 200,000 GPUs operational, expanding to 550,000 GPUs

Why OpenAI Needs Project Jupiter:

• Training GPT-5 and beyond requires orders of magnitude more compute than GPT-4
• Previous dependence on Microsoft Azure created strategic vulnerability
• Stargate provides dedicated infrastructure under OpenAI operational control
• Multi-site deployment (Abilene, Jupiter, others) provides redundancy and scale

The compute bottleneck: Current AI development is fundamentally constrained by computing availability, not algorithmic innovation. OpenAI’s ability to train next-generation models depends entirely on securing massive GPU capacity. Project Jupiter addresses this existential need.

comparison to other mega-projects

Project Jupiter’s $165 billion figure dwarfs other projects, though the 30-year timeline and equipment refresh cycles make direct comparison challenging. On initial deployment basis (~$50B), it is comparable to other mega-projects but with longer-term commitment.

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water crisis and environmental controversy

water scarcity in southern new mexico

Project Jupiter’s location in an arid region facing severe water challenges has generated the most intense opposition:

Regional Water Context:

• Santa Teresa and surrounding areas experience chronic water scarcity
• Sunland Park and nearby communities have faced unsafe arsenic levels in drinking water
• Historical mismanagement by CRRUA (water utility) exacerbated local water quality issues
• Region receives less than 10 inches of annual rainfall
• Climate change intensifying drought conditions across southwestern United States

project jupiter’s water consumption

Developer Claims:

• Closed-loop cooling system recirculates water rather than consuming it
• Makeup water needed only for evaporation losses
• STACK Infrastructure has operated similar systems successfully for 5+ years
• Partnership with NMSU and EPCOR to explore brackish water desalination

Community Skepticism:

• Experts question true “closed-loop” efficiency given maintenance and refill requirements
• Periodic system drainage and refills required for maintenance (not disclosed frequency)
• Evaporation losses in arid climate may exceed developer estimates
• No binding water consumption caps or monitoring requirements

the $50 million water infrastructure commitment

To address community concerns, developers committed $50 million for water and wastewater infrastructure improvements throughout Doña Ana County, plus$10 million direct grant to Sunland Park:

What This Means:

• Funding for aging water infrastructure upgrades
• Improved treatment capabilities for arsenic removal
• System capacity enhancements
• Potential desalination project development

Community Response: Many residents view this as inadequate given:

• Historical water quality problems predating Project Jupiter
• Commitment doesn’t guarantee water availability for datacenter won’t impact residents
• Funds address existing failures rather than future datacenter needs
• No guarantee improvements will prioritize most affected low-income communities

carbon emissions and climate impact

Operating 1 GW of natural gas generation creates substantial environmental impact:

The irony of building AI infrastructure to accelerate technological progress while generating massive carbon emissions has not been lost on environmental advocates.

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community opposition and the contentious approval

seven hours of protest

The September 19, 2025, Doña Ana County Board of County Commissioners meeting became a flashpoint for community frustration:

The Meeting:

• Over 7 hours of public comment
• Dozens of residents spoke against the project
• Protestors outside county building
• Emotional testimony about water insecurity and environmental justice
• Shouting of “sellouts” and “recall” at commissioners after vote

The Vote:

• 4-1 approval of $165 billion Industrial Revenue Bond
• Commissioner Susana Chaparro cast sole dissenting vote
• Approval came despite overwhelming public opposition expressed at hearing

community concerns beyond water

Environmental Justice:

• Low-income communities of Santa Teresa and Sunland Park bear environmental burden
• High-income tech workers will receive economic benefits
• Datacenter power consumption strains regional energy resources
• Natural gas generation adds pollution to already challenged air quality

Process Concerns:

• Project evolved from $5B (February) to$165B (August) with limited public input
• Environmental assessments still pending months after approval
• Critics argue commissioners prioritized developer interests over constituent concerns
• Request for 60-day delay to conduct additional review was rejected

Economic Inequality:

• 750 jobs at $87,500 average salary vs. county median household income of$45,000
• Datacenter workers may not live in or contribute to Santa Teresa community
• Housing costs likely to rise, displacing existing residents
• Tax benefits primarily flow to county, not municipalities bearing impacts

supporters’ arguments

County Commissioners and Project Advocates:

• $360 million in PILOT payments over 30 years provides stable revenue stream
• 750 permanent jobs with excellent salaries
• $56.9 million in direct community benefits addresses infrastructure gaps
• Economic development transforms regional economy
• Competing with 300+ proposals means New Mexico must act decisively
• Stargate represents once-in-a-generation economic opportunity

Developer Commitments:

• Workforce development programs for local hiring
• Partnerships with Doña Ana Community College
• Boys and Girls Club facility funding
• Water infrastructure improvements benefit entire county
• Cutting-edge closed-loop cooling technology

the path forward

Environmental assessments are expected to take 6+ months, with construction starting late 2025 if approvals proceed. Opposition groups have indicated potential legal challenges, though no formal lawsuits have been filed as of October 2025.

The controversy highlights fundamental tensions in American economic development: balancing growth opportunities against environmental constraints, distributing benefits and burdens equitably, and ensuring communities have meaningful voice in decisions that transform their regions.

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challenges and risks

execution risks

Delivering a $165 billion, 1 GW facility by end of 2026 presents enormous execution challenges:

Construction Timeline:

• Extremely aggressive schedule from late 2025 construction start to 2026 operational target
• Four datacenter buildings plus 1 GW power generation in ~12-15 months
• Requires coordinated work across thousands of construction workers
• Supply chain for specialized equipment (GPUs, cooling systems) faces industry-wide constraints

Permitting and Approvals:

• Environmental assessments still pending (6+ months expected)
• Water permits required
• Building permits for four major facilities
• Potential legal challenges from opposition groups could delay construction

GPU Supply:

• NVIDIA GB200 and next-generation GPUs face industry-wide supply constraints
• Competition from other Stargate sites and rival AI infrastructure projects
• Lead times historically 8-11 months (improving to 3-4 months recently)
• Equipment refresh cycles require continuous access to cutting-edge chips

financial risks

Funding Execution:

• $50 billion initial phase requires smooth capital markets access
• Debt markets must accommodate large-scale datacenter financing
• Equipment lease structures (if used) require sophisticated financial engineering
• 30-year commitment assumes continued AI infrastructure demand

ROI Uncertainty:

• OpenAI’s revenue model and ability to pay for infrastructure at this scale unproven
• AI winter scenario where demand collapses would strand assets
• Technology obsolescence risk if AI architectures shift away from GPU-centric approaches
• Competitive pressures may compress OpenAI’s margins

environmental and legal risks

Water Lawsuits:

• Potential legal challenges to water permits in water-scarce region
• Precedents from other western US water conflicts could apply
• Federal and state environmental regulations may impose restrictions
• Community groups have resources and motivation for sustained opposition

Climate Regulations:

• Future carbon regulations could impose substantial costs on natural gas generation
• New Mexico could adopt stricter climate policies affecting operations
• Federal climate policy changes depending on political shifts
• Carbon pricing mechanisms could make operations more expensive

competitive and technology risks

OpenAI Market Position:

• Intense competition from Google DeepMind, Anthropic, Meta, xAI
• Open-source models eroding OpenAI’s moat
• Customer concentration risks if OpenAI loses market leadership
• Alternative AI architectures (neuromorphic, quantum) could disrupt GPU-centric model

Stranded Asset Risk:

• If OpenAI struggles financially or shifts strategy, Oracle/Stargate left with specialized facility
• Limited alternative uses for 1 GW AI-optimized datacenter
• Equipment refresh obligations create continuous capital requirements
• 30-year commitment assumes market exists for AI infrastructure

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comparison to other stargate sites

Project Jupiter is one of six announced Stargate sites. Understanding its role requires context:

Project Jupiter’s Unique Characteristics:

• Largest total investment commitment ($165B over 30 years)
• Only site with significant community opposition
• Most challenging water/environmental context
• Geographic isolation from other Stargate sites (all others in Texas or Ohio)
• Highest political and legal risk profile

Strategic Redundancy: The multi-site approach provides OpenAI with geographic diversity, power source diversity (natural gas in Texas, renewable in Milam County), and operational redundancy. If Project Jupiter faces delays or opposition, other sites can compensate.

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conclusion: america’s ai infrastructure crossroads

Project Jupiter represents far more than a datacenter - it embodies the collision of technological ambition, economic transformation, environmental limits, and community sovereignty that defines 21st-century American infrastructure development.

what makes project jupiter historically significant

Unprecedented Scale: At $165 billion over 30 years, this is the largest single datacenter investment ever announced. The facility will consume as much power as a major city, house potentially 500,000+ GPUs, and generate billions in economic activity.

National Security Imperative: As part of the $500 billion Stargate initiative, Project Jupiter directly serves US efforts to maintain AI leadership against Chinese competition. The facility will train the AI models that may determine which nation leads in artificial intelligence.

Technology Inflection Point: The project crystallizes a fundamental truth: frontier AI development is now constrained by infrastructure, not algorithms. OpenAI’s ability to develop GPT-5 and beyond depends entirely on securing massive GPU computing capacity.

Environmental and Social Tensions: The water crisis, carbon emissions, community opposition, and environmental justice concerns surrounding Project Jupiter preview conflicts that will intensify as AI infrastructure buildout accelerates globally.

unanswered questions

As construction approaches, critical questions remain:

• Will environmental assessments impose restrictions that fundamentally alter the project?
• Can closed-loop cooling truly operate as efficiently as promised in an arid climate?
• Will community opposition evolve into sustained legal challenges?
• Can OpenAI’s business model support the infrastructure costs at this scale?
• What happens to this specialized facility if AI development shifts away from GPU-centric architectures?

the broader implications

Project Jupiter forces uncomfortable questions about American priorities:

Resource Allocation: Is dedicating 1 GW of power generation and millions of gallons of water to AI training the best use of scarce resources in a water-stressed, climate-challenged region?

Economic Justice: Who benefits from AI infrastructure buildouts - wealthy tech companies and high-income workers, or the communities that bear environmental burdens?

Democratic Governance: Should local communities have power to block or substantially modify projects deemed nationally strategic? The 4-1 commissioner vote despite overwhelming public opposition suggests complex governance tensions.

Climate Tradeoffs: Can the US simultaneously pursue AI leadership and climate goals, or do these objectives fundamentally conflict?

looking ahead

Construction is expected to begin late 2025, with Phase 1 operational by end of 2026. The next 12-18 months will reveal whether Project Jupiter proceeds smoothly or faces the delays, legal challenges, and political controversies that have derailed other major infrastructure projects.

For New Mexico, the stakes are existential: success could transform the state into an AI infrastructure hub, while failure or protracted conflict could discourage future investment. For the United States, Project Jupiter represents a test case for whether the nation can rapidly deploy AI infrastructure at the scale required to maintain technological leadership.

The world is watching Santa Teresa, New Mexico.

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sources and references

primary sources - official announcements

1. Announcing The Stargate Project - OpenAI (2025-01-21) - https://openai.com/index/announcing-the-stargate-project/
2. OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites - OpenAI (2025-09-23) - https://openai.com/index/five-new-stargate-sites/
3. Stargate advances with 4.5 GW partnership with Oracle - OpenAI (2025-07) - https://openai.com/index/stargate-advances-with-partnership-with-oracle/
4. Governor announces partnership with BorderPlex Digital - Office of the Governor - Michelle Lujan Grisham (2025-02-25) - https://www.governor.state.nm.us/2025/02/25/governor-announces-partnership-with-borderplex-digital-digital-infrastructure-campus-represents-5-billion-investment-in-santa-teresa-expected-to-create-1000-jobs/
5. STACK Infrastructure and BorderPlex Digital Announce $56.9 Million in Water and Community Commitments - STACK Infrastructure (2025-09-15) - https://www.stackinfra.com/about/news-press/press-releases/stack-infrastructure-and-borderplex-digital-announce-cumulative-56-9-million-in-water-and-community-commitments-for-dona-ana-county-through-project-jupiter/
6. Doña Ana County approves historic IRB for $165 billion Project Jupiter - Doña Ana County (2025-09-19) - https://www.donaana.gov/news_detail_T7_R35.php

news coverage

7. Austin-based company says it plans to spend $165 billion on New Mexico data center campus near El Paso - El Paso Matters (2025-08-27) - https://elpasomatters.org/2025/08/27/dona-ana-billion-dollar-data-center-santa-teresa-el-paso-water-meta/
8. New Mexico’s Project Jupiter data center part of larger Stargate AI initiative - El Paso Matters (2025-09-25) - https://elpasomatters.org/2025/09/25/stargate-open-ai-oracle-project-jupiter-data-center-dona-ana-new-mexico-el-paso-texas/
9. $165 billion Project Jupiter data center to move forward after tense vote - El Paso Matters (2025-09-19) - https://elpasomatters.org/2025/09/19/project-jupiter-data-center-santa-teresa-approved-dona-ana-commissioners/
10. How much water will the $165 billion data center near El Paso use? - El Paso Matters (2025-09-10) - https://elpasomatters.org/2025/09/10/project-jupiter-data-center-santa-teresa-new-mexico-el-paso-texas-water-electricity/
11. Project Jupiter could reshape El Paso-Las Cruces economy - El Paso Matters (2025-09-16) - https://elpasomatters.org/2025/09/16/new-mexico-data-center-water-project-jupiter-santa-teresa-el-paso-texas/
12. Doña Ana County’s Project Jupiter joins $500 billion Stargate initiative - Albuquerque Journal (2025-09-23) - https://www.abqjournal.com/business/article_4b74326e-e544-4a9b-b1f8-6b8ff5533274.html
13. OpenAI’s first data center in $500 billion Stargate project is open in Texas - CNBC (2025-09-23) - https://www.cnbc.com/2025/09/23/openai-first-data-center-in-500-billion-stargate-project-up-in-texas.html

industry analysis

14. Stack joins multi-billion-dollar data center & microgrid project in New Mexico - Data Center Dynamics (2025-08-29) - https://www.datacenterdynamics.com/en/news/stack-joins-multi-billion-dollar-data-center-microgrid-project-in-new-mexico/
15. Scaling Stargate: OpenAI’s Five New U.S. Data Centers Push Toward 10 GW AI Infrastructure - Data Center Frontier (2025-09-24) - https://www.datacenterfrontier.com/machine-learning/article/55319132/scaling-stargate-openais-five-new-us-data-centers-push-toward-10-gw-ai-infrastructure
16. Project Jupiter $165B Hyperscale Data Center in New Mexico is part of Stargate Initiative - Construction Review Online (2025-09-24) - https://constructionreviewonline.com/project-jupiter-165b-hyperscale-data-center-planned-for-santa-teresa-new-mexico/

reference materials

17. Stargate LLC - Wikipedia - https://en.wikipedia.org/wiki/Stargate_LLC
18. Project Jupiter Together - STACK Infrastructure Community Site (2025-09-15) - https://projectjupitertogether.com/

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related pages

• stargate project - abilene campus (oracle/crusoe) - flagship operational stargate site
• mega-projects overview - comprehensive database of $10B+ datacenter projects
• ai-ml datacenters - specialized ai training infrastructure analysis
• new mexico datacenter infrastructure - state-level context and ecosystem
• all projects database - complete datacenter project tracking

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comprehensive analysis current as of october 17, 2025. project jupiter is a rapidly evolving situation - construction timelines, environmental assessments, and community developments may alter outlined plans. this analysis represents understanding based on publicly available information as of publication date.