Oracle’s AI Cloud Boom Meets Data Center Backlash — September 12, 2026

Oracle’s AI cloud numbers, reported by Shannon Harwood at TechTimes, show OCI revenue up 121%, GPU utilization near 98%, and $664 billion in backlog, while Ars Technica tracks pushback over Project Jupiter’s gas-backed New Mexico build.
In this episode
Oracle Cloud Revenue Doubles: AI Demand Pushes GPU Utilization to 97.9% — TechTimes
Oracle Cloud Revenue Doubles: AI Demand Pushes GPU Utilization to 97.9%
# Oracle Cloud Revenue Doubles: AI Demand Pushes GPU Utilization to 97.9%
#### Oracle reported 121% OCI growth and $664B contract backlog as GPU supply runs short of demand
By Shannon Harwood Published: Sep 11 2026, 8:42 AM EDT
The Oracle logo is displayed on the company's world headquarters April 20, 2009 in Redwood…
Oracle tries to appease Stargate data center opponents with renewables push — Ars Technica
Oracle’s proposed investment in 2 gigawatts of renewable energy projects for New Mexico comes as local opposition could delay development of the Project Jupiter data center that Oracle is building for OpenAI. The two tech companies are developing the $165 billion Project Jupiter data center in Santa Teresa, New Mexico, as part of the broader Stargate AI infrastructure project announced by…
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