Why build the most expensive thing in human history where no one is looking?
SANTA TERESA · DOÑA ANA COUNTY, NEW MEXICO · 31.86°N 106.64°W
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ACT ONE · The fight you’re not watchingThe friendly version.
AI governance has a street address.
You’ve been told the future of AI is decided in Washington — in the labs, the hearings, the argument about the machine in the box. It isn’t. It’s decided in rooms like this one: a county commission, a water board, a bond vote. The physical layer of artificial intelligence — the dirt, the power, the water, the debt — is where the real authorizations are signed. And it’s where they’re being lost. This one started small. And friendly.
The map is going dark. Each cross was a local newspaper. This is a news desert — chosen, not found.
ACT TWO · The number that wouldn’t hold stillThe price that moved.
There was a vote. It doesn’t mean what you think.
Four to one. On September 19, 2025, the Doña Ana County Commission approved $165 billion in bonds. Voting yes: Christopher Schaljo-Hernandez, Gloria Gameros, Shannon Reynolds, and Manuel Sanchez. The lone no was Susana Chaparro. A real, recorded, public vote — the thing that’s supposed to make this legitimate. But a vote is a single frozen moment. The project it authorized never stopped moving; it had already moved seven months earlier, when Governor Michelle Lujan Grisham signed a private agreement with the developer — long before anyone in that room raised a hand.
RECEIPT 01 · The date that proves the fictionSigned behind a closed door. Read by lamplight.
Memorandum of Understanding — State of New Mexico & BorderPlex Digital
The name on the lease is BorderPlex Digital Assets — chaired by Lanham Napier, the former Rackspace CEO — but there’s no one there. A WeWork mail-suite in Austin. A Houston phone. A $20.5 million raise that closed before the public heard the project’s name. It isn’t a company. It’s a door. Open it and behind it is STACK, owned by Blue Owl. Behind STACK, Orion — chaired by Peter Gibson, really his Stellar Energy plus a firm wholly owned by Europe’s EQT. The water runs through a Canadian government utility, backstopped by $75 million of New Mexico taxpayer money. And at the top, past every shell: Oracle, carrying a hundred billion in new debt and sued by its own bondholders for hiding it.
Trace it top to bottom — the trail dissolves at each shell. Nothing keeps an identity long enough to be blamed.
ACT FIVE · Tilted before they walked inThe fixers — and the field they graded.
The commissioners weren’t fooled. The room was graded against them.
The air permit was cut in two — one smokestack drawn as two applications, each just under 250 tons of nitrogen oxide a year, the line that means Washington looks. The firm advising the environment department — Apaluma, owned by former economic-development secretary Alicia Keyes — now advises the developer too, while Secretary James Kenney’s agency decides the permit. Oracle’s lobbyist is Josh Pitcock, Mike Pence’s former chief of staff, who helped write the federal order stripping environmental-justice review out of data-center permits. The same two lobbyists — Jennifer Bradfute and Matthias Sayer — represent the developer, Keyes’s company, and the produced-water alliance at once. And the ads urging approval, “Elevate NM,” hid their funders — and are now under an Ethics Commission suit.
And when the vote was over, the capture ran for office. On the June 2026 ballot: Shannon Reynolds, the commissioner who doxxed the residents who spoke against the project, then resigned — now seeking the assessor’s seat. And Jose Ibarra, a sitting BorderPlex consultant, running for the district that oversees the very campus he’s paid to advance.
ACT SIX · The people who noticedThe witnesses they didn’t plan for.
They chose a news desert. The desert grew a reporter.
A retired resident sued the county, representing himself — using ChatGPT to write the filing. The supercomputer’s own tool, turned against the supercomputer’s data center. Seven thousand people filed comments against the gas plant. Land Commissioner Stephanie Garcia Richard denied the pipeline its crossing. The whole gas-fired plan collapsed. And the story got out only because one local journalist — Heath Haussamen — was still standing where the newspaper used to be, and read the 1,583 pages nobody was meant to read.
One light, on a map that was supposed to stay dark.
THE SEQUENCE · Who knew what, and whenA vote is a single frozen moment. Watch what moves around it.
Prologue — the rules that existed
MAY 25, 2023
The Supreme Court narrows the Clean Water Act (Sackett v. EPA). Wetlands and desert arroyos — like the ones at the future site — lose federal protection.
OCT 30, 2023
President Biden signs Executive Order 14110 — the federal AI-safety framework: safety-test reporting, agency oversight, the guardrails. Note the date.
JUN 28, 2024
The Supreme Court ends Chevron deference (Loper Bright). Agencies no longer get the benefit of the doubt on their own rules — regulatory certainty is gone, in both directions.
I · The quiet phase — before the public knew
JAN 14, 2025
Biden’s parting order, EO 14141: data centers on federal land must buy clean energy and meet labor standards. It will not survive the year.
JAN 20, 2025
Day one of the new administration: EO 14110 is revoked. The guardrails come down.
JAN 21, 2025
Day two — the White House announcement: President Trump, flanked by Sam Altman, Larry Ellison, and Masayoshi Son in the Roosevelt Room, unveils Stargate — a “$500 billion” private AI-infrastructure venture. Stargate LLC incorporates in Delaware the same day. Every local approval that follows happens under this federal blessing.
JAN 23, 2025
EO 14179: agencies are ordered to rescind every rule written under the safety framework.
JAN 31, 2025
BorderPlex closes its first securities sale — $20.5M, disclosed in a federal Form D filing — before the public has heard the project’s name.
FEB 25, 2025
Governor Michelle Lujan Grisham signs a secret MOU (a memorandum of understanding) with the developer — 207 days before the public vote. The same day, New Mexico State University signs a desalination advisory agreement with an NDA that intercepts public-records requests.
MAR 20, 2025
The friendly version goes public: a “$5 billion” campus, ~1,000 jobs, codename Nucleus.
APR 2025
The legislature clears the road: HB 137 creates a $75M state desalination fund — administered by the same office that signed the MOU — and Sen. Michael Padilla’s floor amendment to HB 93 carves microgrids out of the Energy Transition Act (Apr 8).
MAY 29, 2025
The Supreme Court shrinks NEPA (Seven County): a pipeline can now be reviewed without weighing the campus it feeds.
JUL 23, 2025
EO 14318: data centers over 100 MW are declared strategic national infrastructure, and climate and environmental-justice criteria are ordered out of federal permitting. Biden’s federal-land conditions die with it.
AUG 15, 2025
The special-purpose entities — the deal’s shell companies — are quietly incorporated in Delaware.
AUG 27, 2025
County passes an “inducement resolution” — the formal first step toward issuing the bonds.
SEP 5–8, 2025
Commissioner Reynolds posts personal information of residents who spoke against the project; the New Mexico Environmental Law Center demands he stop.
SEP 10, 2025
Oracle and OpenAI sign a $300B compute contract — nine days before the county votes.
SEP 18, 2025
Clayco and Kiewit file the EPA stormwater notice — construction paperwork, one day before the vote.
◆ SEP 19, 2025 — THE VOTE
4–1 approval of $165B in bonds, on 359 pages, in a session that included an illegal closed meeting. Voting yes: Schaljo-Hernandez, Gameros, Reynolds, Sanchez. The lone no, Susana Chaparro: “this has been rushed for me and the people I represent.”
II · The paper trail — what the vote unlocked
SEP 22–24, 2025
Three days after the vote, the county’s own framework MOU is signed — by County Manager Scott Andrews, not the elected commission. Inside: support for eminent domain “where legally permissible,” facilitation of accelerated state and federal review, and a negotiated $4.5M fee structure replacing standard permit fees.
SEP 23–25, 2025
Four days later, the site is named a Stargate node; Oracle floats $18B in senior notes — new debt — within the week.
OCT 2, 2025
EPA issues the construction stormwater permit (NMR1007GT).
OCT 14, 2025
The county passes an Open Meetings Act “corrective action” — acknowledging the meeting problem on the record.
OCT 21, 2025
The water application lands: an emergency permit to re-drill the well on a 2,400 acre-foot right (LRG-03150-E) — drilling proceeds while a few dozen protests wait for a hearing that still has no date.
~OCT 30, 2025
Chair Christopher Schaljo-Hernandez signs the final agreements privately — now 1,583 pages. 1,224 of them written after the vote, including the word “potable.” Two years to the day after the AI-safety order was signed, this is what AI governance looks like instead.
NOV 13, 2025
The air-permit applications are filed: two microgrids, each 0.03 tons under the federal review line — and the listed “Plant Owner” is Doña Ana County itself, courtesy of the bond structure.
DEC 8, 2025
A DOJ / Attorney General complaint is filed over the open-meetings violation.
“Elevate NM” runs a pro-permit ad blitz that hides its funders.
FEB 3, 2026
Oracle sells $25B in bonds, 4× oversubscribed — the debt pyramid grows. Blue Owl, behind STACK, freezes fund redemptions — investors cannot pull their money out — the same month.
The legislature tries to close the microgrid loophole: Sen. Jeff Steinborn’s SB 235 passes the Senate 22–20 — and dies in a House committee the next day.
MAR 2026
Oracle’s permit-support letter to NMED (the state environment agency) is signed by Josh Pitcock — Mike Pence’s former chief of staff.
MAR 20, 2026
The State Land Office denies the Green Chile pipeline its crossing. The same day, Judge Jennifer DeLaney refuses to dismiss the residents’ lawsuit and orders the county to produce the full record.
APR 13, 2026
Staff at FERC, the federal energy regulator, file a protest on the pipeline’s process.
APR 17, 2026
The Ethics Commission moves against Elevate NM over the hidden funders — the same day the state approves a historic air-permit fee increase.
APR 27, 2026
Under the weight of 7,000+ public comments and the pipeline denials, Oracle withdraws the gas plant; switches to Bloom fuel cells (a claimed ~92% cut in NOx, the smog-forming pollutant).
MAY 26, 2026
The Supreme Court’s final decree in Texas v. New Mexico orders the state to retire 18,200 acre-feet of groundwater a year — in the same basin where Jupiter’s new demand is arriving.
JUN 2, 2026
Three Jupiter-connected figures appear on the county primary ballot — the capture runs for office. Among them: Shannon Reynolds (third for Assessor) and BorderPlex consultant Jose Ibarra (District 3).
JUN 22–23, 2026
The New Mexico Foundation for Open Government sues the county over withheld records; the retired resident suing without a lawyer has his ChatGPT-drafted complaint dismissed a second time.
JUN 24, 2026
The county declares Project Jupiter “out of compliance” — the required job reports and environmental assessments were never filed.
JUL 1, 2026
SoftBank pledges its OpenAI stake as collateral for a $10B loan — the money above the money strains.
JUL 2, 2026
Nineteen days before the decision, Oracle’s letter urging approval lands at the environment department — signed by Josh Pitcock. The filed application asks for up to 2.45 gigawatts.
▶ JUL 21, 2026 — the air-permit decision. Then NOV 2026: the office that signed the MOU is itself on the ballot. The clock is still running.
ACT SEVEN · The clockThe reckoning has a date.
For years, the big fight over artificial intelligence has sounded far away — robots, chatbots, arguments for Washington and Silicon Valley. But the biggest AI decision in New Mexico’s history wasn’t made in a lab. It was made right here, by four county commissioners voting yes on a $165 billion deal most of them had not fully read.
One date is left on the screen.
JULY 21, 2026
the day New Mexico decides.
This was never really about computers. It’s about our water, our power bills, the air over the valley, and whether the people in charge tell us the truth before they sign. Those are New Mexico questions — and now they have a deadline.
They counted on no one paying attention. Paying attention is the whole game.
Let Project Jupiter be something that connects and unites this community.Whatever July 21 brings — that part is ours.
THE CONSTELLATION · One of fiveSame play, different counties.
Jupiter isn’t an outlier. It’s a node.
The named Stargate build-out so far — Texas, Ohio, and the red one: Doña Ana County, New Mexico. Las Cruces and Santa Fe are marked for scale. Click a site.
THE FILM · Landing + Acts 1–7
Every claim above is one click from its primary source.