Overview

• Project Stargate has not signed any data-center contracts since its January announcement.
• The venture scaled back its original multi-site plan to focus on one modest facility in Ohio by year-end.
• SoftBank’s $30 billion funding commitment has become a flashpoint over disagreements on location and infrastructure design.
• OpenAI plans to exceed one million GPUs online by year-end and pursue a long-term goal of 100 million GPUs.
• OpenAI independently struck a deal with Oracle to deploy 4.5 gigawatts of data-center capacity using 400,000 Nvidia GB200 chips at an annual cost of $30–40 billion.