Oracle sent a force majeure notice this week to the developer of Project Jupiter, one of the flagship sites in the $500 billion Stargate AI infrastructure buildout it announced with OpenAI and SoftBank. Force majeure clauses exist for earthquakes, hurricanes, wars, events genuinely outside anyone's control. Oracle is using one because a state regulator keeps denying a gas pipeline permit. The company insists the 2028 opening date "remains on our planned schedule." Its stock dropped as much as 4% within hours of the news breaking anyway.

Meanwhile, a Stockholm startup most people outside tech have never heard of just quietly crossed a revenue number bigger than most public companies ever reach.f you asked, we're breaking down exactly what's true (and not true) about Claude's new text watermarking, which has generated real backlash this week.

• Oracle invoked a force majeure clause on its flagship Stargate data center, and its own stock didn't believe the reassurance.

• The site's biggest problem isn't chips or capital, it's a blocked gas pipeline permit and a looming air-quality deadline.

• Lovable crossed $600 million in annual revenue, doubling in three months, with two-thirds of the Fortune 500 already using it.

• Lovable raised over $700 million across two rounds just eight months apart.

…and a whole lot more that you can read about below.

Oracle sent a force majeure notice to Blue Owl Capital, developer of Project Jupiter, a 2.45-gigawatt Stargate data center campus in New Mexico's Doña Ana County, Bloomberg first reported Thursday. Force majeure clauses excuse a party from contractual obligations when events outside its control get in the way, more commonly invoked for natural disasters than permitting delays. Oracle isn't trying to exit as the campus's main tenant, the notice would simply let it delay payments if the facility misses its 2028 target. The site has been hit by a real string of setbacks tied to its energy supply: it's designed to run on gas-powered fuel cells from Bloom Energy, but an Energy Transfer pipeline meant to deliver that gas has been delayed nearly six months after regulators repeatedly denied permits, and a separate air-quality permit for the fuel cell system remains pending, with New Mexico's environment department facing a November 23 deadline to decide. Oracle maintains publicly that "Project Jupiter remains on our planned schedule," and Blue Owl says the notice "does not change the financial commitments to this multi-year project." The market reacted differently, Oracle shares fell as much as 4% following the report.

Lovable, the Stockholm-based "vibe-coding" platform, crossed $600 million in annualized revenue, co-founder Fabian Hedin announced Thursday at the HumanX summit in Amsterdam, up from roughly $500 million just three months earlier in June. Hedin said the company has pushed hard into enterprise, with people at two-thirds of Fortune 500 companies now using the product, including Microsoft, Nvidia, and Deutsche Telekom. He drew a sharp distinction from tools like Codex or Claude Code: "Lovable does not output code. The output is a product, and increasingly so, a business," pointing to nearly a billion monthly views across apps built on the platform, roughly ten times Lovable's own traffic. The revenue milestone follows two funding rounds in eight months: $300 million from Menlo Ventures and CapitalG at a $6.6 billion valuation last December, then $400 million from Menlo and the Scaleup Europe Fund at a $13.3 billion valuation this August.

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