Oracle shares fell 1.8% Wednesday after infrastructure data provider Aterio warned that the company’s 500-acre Project Lighthouse AI data-center campus in Port Washington, Wisconsin, faces severe delays because it lacks a connection to the regional power network. Vantage Data Centers is building the site, where permits are secured and two of four buildings are enclosed, but computers cannot begin operating until American Transmission Co. builds a new high-voltage line. The Public Service Commission of Wisconsin recently revoked its initial approval for the transmission project and restarted its legal review after hundreds of scope changes were filed. Aterio’s most likely scenario puts meaningful power availability in early 2028, potentially causing Oracle to miss its target to begin using the campus in the second half of 2027. A full one-year regulatory review could delay the site’s full power capacity until April 2029. Oracle did not immediately comment. The setback follows a warning that payments on Project Jupiter, a separate New Mexico campus, could be delayed because of late gas pipelines and pending air permits, although Oracle says that project remains on schedule.