VANCOUVER, British Columbia--(BUSINESS WIRE)--Sep 30, 2026--
Aterio, a provider of forward-looking data on U.S. infrastructure development, today published an analysis of Project Lighthouse, the Port Washington, Wisconsin campus Vantage Data Centers is building for Oracle (NYSE: ORCL). Based on regulatory filings reviewed through September 24, 2026, Aterio sees a material risk the site misses Oracle’s second-half 2027 delivery guidance, with meaningful load unlikely before mid-2028. Vantage has said it expects full campus buildout by 2028. The full report is available on the Aterio website.
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Construction does not appear to be the limiting factor. Permits are in hand, work has run continuously since December 2025, and satellite imagery shows two of the four halls enclosed. The constraint is grid power. The campus can’t operate until American Transmission Company (ATC) builds a new high-voltage interconnection, and that work can’t begin without approval from the Public Service Commission of Wisconsin (PSC).
That approval process has started over. ATC’s first application spent ten months under review before the PSC revoked its completeness finding in August and closed the case, citing hundreds of post-filing changes to the project’s scope. The Commission was clear it wasn’t ruling on the merits. ATC refiled in September, resetting the statutory clock under a new docket.
“Construction at Port Washington is progressing steadily, but power delivery depends on a regulatory process that has restarted,” said Javier Reyes, Head of Data Center Research, Aterio. “Based on the public record, we see a meaningful risk that load arrives later than Oracle’s current guidance.”
Aterio models three timelines based on when the PSC issues its written order:
The analysis comes as Oracle expands its AI infrastructure footprint. On September 24, Oracle sent a force majeure notice on Project Jupiter, its Stargate campus in New Mexico, citing a delayed gas pipeline and a pending air permit. Oracle has said Project Jupiter remains on schedule, and the notice has no direct bearing on Port Washington. At roughly 900 MW of IT load, Lighthouse is comparable in scale to the new capacity Oracle delivered in its most recent quarter.
The next milestone is the PSC’s completeness decision, expected around October 19, 2026, alongside ATC’s filing with grid operator MISO on a voltage-stabilizing device near the campus substation. Aterio will update its assessment as regulators act. Read the full analysis, including building-level load estimates and expansion plans beyond the initial four halls.
Aterio is an independent data provider and does not hold or trade securities of Oracle or any other company named in this release. Dates in this release are Aterio estimates based on public regulatory filings, state law and past PSC cases, and are not commitments by ATC, the PSC, Vantage or Oracle. Actual timing could differ materially.
About Aterio
Aterio provides real-time, facility-level intelligence on U.S. data center development, power demand, and digital infrastructure growth. Its continuously updated dataset tracks active, under-construction, and announced projects for investors, energy companies, infrastructure providers, and strategic planners. Learn more at www.aterio.io.
Left: campus electrical plan (sheet SO-E01-00). Green blocks are data modules, blue blocks are spines and red blocks are the 13 planned central utility plants. Right: Vantor satellite imagery, 10 September 2026.
The ‘Bahrain Grand Prix In Malaysia’ is one of the stranger names for a race in Formula 1 history.
The Iran war, forest fires and thunderstorms are all talking points this week as F1 gears up for a Bahrain GP held 3,750 miles (6,000 kilometers) away from its nominal host nation.
The last time F1 raced at the Sepang circuit in 2017, 12 of the 22 drivers on this year's grid had yet to make their F1 debuts. Current standings leader Kimi Antonelli had just turned 11.
F1 was originally meant to race in Bahrain back in March but that race and the Saudi Arabian Grand Prix were called off as Iran struck both countries in its response to U.S. and Israeli airstrikes.
Losing two races in lucrative Middle East markets was a financial hit to F1 and its teams, and adding a replacement event in Malaysia was meant to offset that impact. Keeping the Bahrain GP name followed extensive talks involving the governments of both countries.
Bahrain’s Crown Prince and Prime Minister, Salman bin Hamad Al Khalifa, said the decision to move the race was a sign of his country’s “commitment to, and passion for (F1)."
Bahrain was already making its mark on the event Wednesday with Bahraini food and brands on offer, and 561 marshals and other race officials making the journey from Bahrain to Malaysia. As usual at the Bahrain GP, the top three drivers will celebrate on the podium with bottles of fragrant, non-alcoholic rosewater, not Champagne.
The race slots in between the Azerbaijan GP and next week's race in nearby Singapore.
Bahrain is reviving an old F1 tradition by joining Switzerland, San Marino and Luxembourg as countries which were the official hosts of F1 races actually taking place elsewhere.
In those earlier cases from the 1980s and 1990s, F1 wanted a country like France, Italy or Germany to get a second race but had to work around a rule limiting each country to one event.
With security concerns persisting ahead of the Qatar Grand Prix in November and the season finale in Abu Dhabi in December, F1 has considered a fallback option in Europe, with Italy’s Imola circuit as the favorite. F1 could potentially keep the branding of a Middle East race for that, too.
When it rains at Sepang it pours.
During the Malaysian Grand Prix's previous run from 1999-2017, the track became notorious for sudden downpours which made for thrilling races and some unexpected results.
Rain and even thunderstorms are possible this weekend, setting up what would be the first wet race since a major regulation change for 2026. The closest F1 has come to it since then was the Dutch Grand Prix where rain arrived just as drivers finished the sprint race.
Even if it stays dry, visibility may not be great for drivers and fans because air pollution has been making for a hazy view. F1 says it's monitoring the issue and isn't concerned.
“There is absolutely no risk to the event and the conditions where the event is taking place are not at any level of concern,” F1 said on Wednesday.
Malaysia’s haze crisis is being driven largely by forest and peat fires in neighboring Indonesia, made worse by the dry weather.
Authorities are monitoring air quality and hotspots, with the government conducting cloud seeding when conditions permit to alleviate the situation. High pollution levels can cause breathing problems, and eye or throat irritation especially for vulnerable people.
See AP’s full auto racing coverage here
FILE -McLaren Formula One driver Lewis Hamilton of Britain steers his car through the rain during the Malaysian Formula One Grand Prix at Sepang, Malaysia, March 25, 2012. (AP Photo/Mark Baker, File)
A worker sets up trackside signage during preparations for the Bahrain Grand Prix in Malaysia at the Sepang International Circuit in Sepang, Malaysia, Wednesday, Sept. 30, 2026. (AP Photo/Vincent Thian)
Workers set up trackside signage during preparations for the Bahrain Grand Prix in Malaysia at the Sepang International Circuit in Sepang, Malaysia, Wednesday, Sept. 30, 2026. (AP Photo/Vincent Thian)
Heavy equipment is driven along the main straight during preparations for the Bahrain Grand Prix in Malaysia at the Sepang International Circuit in Sepang, Malaysia, Wednesday, Sept. 30, 2026. (AP Photo/Vincent Thian)
Workers use a scissor lift to install a banner over the track ahead of the Bahrain Grand Prix in Malaysia at the Sepang International Circuit in Sepang, Malaysia, Wednesday, Sept. 30, 2026. (AP Photo/Vincent Thian)
