Overview

• The new sites are planned for Shackelford County, Texas; Doña Ana County, New Mexico; an undisclosed Midwest location; Lordstown, Ohio; and Milam County, Texas.
• Together with the Abilene flagship and other projects, the buildout is projected to approach nearly 7 gigawatts and more than $400 billion over the next three years, as the companies reiterate a $500 billion, 10 GW goal.
• Construction in Abilene is described as extensive, with eight data centers totaling about 900 megawatts and Nvidia GB200 systems, according to reporting cited from the Wall Street Journal.
• OpenAI CEO Sam Altman acknowledged that the funding model for the expansion is not yet defined and framed solving it as key to unlocking value.
• An earlier $300 billion, five-year cloud services agreement with Oracle was highlighted, and the expansion is projected to create over 25,000 construction jobs and roughly 1,700 permanent roles.