Part of Project Jupiter Watch — the public record of the $165B data-center deal in Doña Ana County, NM. New here? Start with the Film →

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Dossier · Organization

STACK Infrastructure

verification: confirmed

The campus's construction and operating partner, owned by Blue Owl Capital and the provider under Oracle's lease.

At a glance

Kind: Company
Role in the project: Developer · Builder or contractor (construction) · Operator
Jurisdiction: Private sector (no public jurisdiction)
Parent: Blue Owl Capital
Key people: Matt VanderZanden · Brian Cox · Bobby Hollis · Marco Gonzales
Verification: confirmed — Two independent accounts agree
In the record: 3 sources · 8 connections · 10 dated entries
Record id: PJO5

Key facts

The CEO of STACK Americas is Matt VanderZanden, formerly in site selection at Facebook.
2026-07-28Chief Development Officer Bobby Hollis told county commissioners on July 28, 2026 that the project employs nearly 700 New Mexicans in ongoing construction and has $734 million in contracts with New Mexico suppliers.
2026-07-28Asked that day to define long-term, the presenters gave Oracle's duration as about 17.9 years and STACK's as at least 25 to 30.
2026The state approved $3.06 million in job-training funds for STACK in 2026.
2026-09-18Offered data-center technician roles at $40 an hour, after a three-month program run with Oracle at Doña Ana Community College, at a September 18, 2026 NMSU career fair.
2026-09-24Received Oracle's force majeure notice, reported September 24, 2026; STACK said the notice “does not change the financial commitments.”

The record

STACK Infrastructure — Jupiter's construction/operating partner; CEO of STACK Americas = Matt VanderZanden (ex-Facebook site selection). Owned via IPI Partners → acquired by Blue Owl (announced Oct 7 2024, completed Jan 6 2025)

Relationships · 8

Led by· 2

Has as officer· 2

Has as executive

Bobby Hollis

Retains as lobbyist

Marco Gonzales

Owned by

Blue Owl Capital

Subject of

Who lent Project Jupiter $165 billion?

In the timeline · 10

Feb 14, 2026The Senate passes the Microgrid Oversight Act, 22–20 Feb 19, 2026The oversight bill dies at adjournment Jul 28, 2026The job numbers are presented to the county — the required report is not Jul 28, 2026“Long-term” means 17.9 years — and the $4.7 billion assumes the permit and pipeline Sep 8, 2026“Contractually, Oracle’s obligated to our provider STACK for 17.9”Sep 17, 2026The race for governor takes a position on data centers — two of them Sep 18, 2026The partners recruit at NMSU — without saying Project Jupiter Sep 21, 2026The lobbyists, by name Sep 24, 2026Oracle sends a force majeure notice Sep 30, 2026Floodwater reaches the campus

Dated entries in the record that involve this party. Appearing here is not an allegation — it means the graph draws an edge from this dossier to that event.

Claims involving them · 3

Seven lobbyists, five registered employers: who is paid to advance the project in Santa Feprimary-source

Oracle's contract runs 17.9 years; the tax break runs 30primary-source

The project's executives gave the Democratic nominee $112,200; the Republican, nothingprimary-source

In the Watch · 6

eventSTACK European carve-out to Apollo (Apr 2025)

promise$50M water-system investment + $10M to Sunland Park ($56.9M cumulative water/community commitments).

eventSTACK APAC sale process $30B+ (May-Jun 2026)

eventBlue Owl acquires IPI Partners (announced Oct 7 2024, completed Jan 6 2025)

eventState approves $3.06M in job-training funds for STACK (2026)

eventProject Jupiter's partners recruit at NMSU — without saying Project Jupiter (Sept 18 2026)

Sources · 3

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