Locator: 49203AI.
Updates
September 25, 2025: from Beth. Stargate. Unprecedented.
Original Post
Don't take this out of context and this is not investment advice but I'm beginning to wonder if investors can keep up with all these opportunities. Has anyone ever seen anything like this ever before? The AI revolution? The Fourth Industrial Revolution? The Six Industrial Revolution?
By the way, has anyone noticed the laptops being used by ESPN now?
Stargate. Tracked here on the blog. On wiki. Announced January 21, 2025; operational today.
Reuters, two hours ago! Link here.
Project announced January 21, 2025.
Operational as of today.
Posted five hours ago. This is Oracle and OpenAI.
A credible source suggests ground is being broken at a second site, Houston, TX. I have no idea on the veracity of this statement.
From Google Gemini AI overview:
From the linked CNBC article;
ABILENE, Texas — OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.
The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips.
The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.
OpenAI is leading the way. OpenAI is not yet public.
In addition to the $500 billion Stargate project, the startup on Monday announced an equity investment deal with Nvidia that will add an estimated $500 billion worth of data centers in the coming years. Since 2019, Microsoft has invested billions of dollars in OpenAI, providing loads of access to Azure credits. Additionally, OpenAI contracts with smaller cloud companies for additional compute capacity and help operating its infrastructure.
One building on the Abilene site is operational while another is nearly complete. The campus has the potential to ultimately scale past a gigawatt of capacity, OpenAI finance chief Sarah Friar told CNBC. That would be enough electricity to power about 750,000 U.S. homes.
The data center construction plans are important enough that Nvidia CEO Jensen Huang personally engaged in last-minute negotiations with OpenAI CEO Sam Altman over the weekend to get in on the action, CNBC reported earlier on Tuesday.
