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: Shows how fast OpenAI is locking up data center capacity, with over 5 GW under construction and room for more than 2 million chips.