Locator: 50344ORACLE.
Key word: Oracle.
And they say there will be massive job losses due to AI. Okay.
By the way, right now, it appears the AI buildout will take years -- the process --> training, inference --> AGI --> the singularity.
- some suggest we've reached AGI "now" -- others say we are not there yet;
- the earliest forcasts for "the singularity" -- 2040; others say not sooner than 2050.
Compare with the shale revolution:
- Montana: 2000
- Bakken: 2007
- Permian: 2010
- sustained: 2020
- peaks:?
- horizontal Bakken wells will still be producing in 2100
From an earlier post:
4GW: oh, I missed this. I didn't see this but apparently David Farber has the number for the new Michigan Stargate location: 4 GW (October 31, 2025).
- $10 billion / 4GW = $2.5 billion / GW
This was the original post, October 31, 2025: link here. Re-posting:
From The WSJ story:Developer Related Companies has agreed to build a more than $7 billion data-center campus on farmland outside Detroit, one of the largest deals yet for this burgeoning real estate class that powers AI.
Related’s 250-acre campus in Saline Township, Mich., is the fourth new site announced as part of a $300-billion contract signed between Oracle
and OpenAI, which the ChatGPT maker says is part of its larger Stargate project designed to build trillions of dollars worth of new computing capacity.
The Related site, about 13 miles from Ann Arbor and the University of Michigan campus, is designed to deliver more than one gigawatt of computing capacity. That is roughly equivalent to the electricity needed to power more than 750,000 homes.Investment estimate: $10 billion. Expected to break ground next year (2026). OpenAI is set to make $13 billion in sales this year -- but is putting itself on the hook for an average of $60 billion in yearly payments for its Oracle contract alone.From the blog, October 22, 2025, link here:
Stargate is tracked here, first post, February 8, 2025. Since then, many Stargate posts.
Stargate was to have five locations. Three were to be in the Permian (two in Texas, one in New Mexico just across the state line); one in the Utica. Lordstown, Ohio. But the fifth location was not announced.
Now, see this blog: the most dangerous money loop in the world. Link here.
