Stargate advances with 4.5 GW partnership with Oracle

OpenAI and Oracle agreed to add 4.5 GW of Stargate data center capacity in the U.S., bringing capacity under development to over 5 GW and more than 2 million chips. OpenAI says this advances its January pledge to build 10 GW of U.S. AI infrastructure with $500 billion over four years, and it now expects to exceed that target. The concrete signal is deployment: Stargate I in Abilene has started receiving Nvidia GB200 racks and is already running early training and inference workloads.

Why it matters: This clears HKR-H/K/R: the hook is the sheer 4.5GW scale, the post includes concrete capacity numbers, and compute supply is a live industry nerve. At 88, this is a same-day infrastructure story with strategic impact, below only top-tier model or executive news.