Details

  • Oracle and OpenAI announced a new agreement to develop 4.5 gigawatts of additional AI data center capacity under the Stargate initiative.
  • The partnership involves OpenAI, Oracle, SoftBank, and CoreWeave, with Microsoft providing ongoing cloud services integration.
  • This brings total Stargate capacity under development to over 5 GW (powering over 2 million chips), accelerating progress toward OpenAI's $500 billion U.S. infrastructure investment goal announced in January 2025.
  • The expansion builds on the operational Stargate I site in Abilene, Texas, where Nvidia GB200 racks are already running early AI workloads.
  • Construction will create over 100,000 U.S. jobs across operations, specialized trades, and manufacturing roles.

Impact

This infrastructure scale-up reinforces U.S. leadership in strategic AI capabilities while addressing critical compute demands for next-generation AI training. The job creation component supports reindustrialization priorities, and Oracle's expanded role strengthens its position in high-value AI infrastructure markets. The accelerated timeline signals robust execution momentum and could set new standards for global AI development.