ORCL ▼ -1.0% - Oracle Corporation
$ORCL 1.3 GW Port Washington data center faces a material risk of missing its H2 2027 delivery target because the required grid interconnection is still awaiting regulatory approval. Aterio’s base case is: Partial power: Dec. 2027 Full 1.3 GW capacity: Oct. 2028 Customer load ramp: mainly from Q1 2028 Construction itself is progressing, with two of four halls already enclosed. The main dependency is approval for a new high-voltage connection. Wisconsin regulators restarted that review process in August after revoking the original application’s completeness finding. The next milestone is a PSC completeness decision expected around Oct. 19. Source: Aterio
30-SEP-2026 08:26 AM ET
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