stargate
25 articles about stargate in AI news
Nvidia to Invest Up to $3B in Stargate Power Developer Lancium
Nvidia to invest up to $3B in Lancium, Stargate's power developer, per The Information. Deal signals Nvidia's move into energy infrastructure.
OpenAI Stargate Abilene: $100B data center cluster breaks ground in Texas
OpenAI's $100B Stargate Abilene data center cluster in Texas targets 5 GW capacity by 2028, the largest single AI compute build. Epoch AI estimates power consumption equivalent to 5 nuclear reactors.
Stargate’s $500B AI Buildout Hits Energy and Financing Reality
Stargate, the $500B AI data center initiative backed by OpenAI, SoftBank, and Oracle, has progressed to real construction but faces mounting risks around energy, financing, and community consent.
OpenAI Stargate Data Centers Lag Behind Rivals in Cost, Timeline
OpenAI's Stargate data centers face higher costs and longer timelines than competitors, per a Distilled report, threatening its AI scaling ambitions.
OpenAI Stargate Leaders Depart as Firm Pivots to $600B Compute Rental Plan
Key leaders behind OpenAI's Stargate AI supercomputer initiative are departing as the company shifts strategy from building its own data centers to planning a $600 billion compute rental spend over five years.
Epoch AI: Hormuz LNG Shock Absorbed by Chip Margins, Gulf Investment is AI Risk
A new analysis from Epoch AI Research finds the Strait of Hormuz conflict's energy shock is manageable for AI infrastructure, but the real threat is the potential drying up of Gulf capital investment, crucial for projects like Stargate UAE.
AI cuts ecommerce costs 30%: 3 shifts reshaping online retail in 2026
Digital Commerce 360 reports three AI-driven ecommerce trends for 2026: agentic commerce, hyper-personalization, and automation. Early adopters like Shopify and Walmart see 30% cost cuts and 15-20% conversion boosts.
Gary Marcus Warns Trump AI Power 'Chilling'—No Specifics Yet
Gary Marcus warns Trump could use top AI for repression. Tweet lacks specifics, weakening the argument.
Oracle Warns AI Data Center Splurge May Not Pay Off
Oracle warned AI data center spending may not pay off, a rare admission from a hyperscaler that challenges the $200B+ industry buildout narrative.
OpenAI Eyes 10GW Ohio Data Center with Nvidia Backing
OpenAI is negotiating a 10GW Ohio data center with Nvidia backing, potentially costing $500B on federal land.
Satellite Data Reveals 37 New AI Data Center Sites Under Construction Globally
FAS satellite analysis found 37 new AI data centers under construction globally, totaling 48+ GW power capacity. Google leads with 7 projects.
Billionaire Sues Tiny Michigan Township to Force OpenAI Data Center Through
Billionaire Steven Roth's Related Digital sued Saline Township, Michigan, after it rejected a 21M sq ft OpenAI data center, forcing approval via 'exclusionary zoning' claim.
NJ Voters Back AI Data Center Bans as NIMBY Push Grows
54% of New Jersey voters support banning AI data centers, per a Jan 2026 poll. Nationally, 49% oppose local construction, threatening hyperscaler buildout plans.
AI Data Centers Face 220GW Grid Jam, Power Infrastructure Becomes Bottleneck
PJM's 220GW interconnection queue shows AI data center growth is now constrained by power grid capacity, not compute. Hyperscalers face 3-7 year delays.
The $500B AI Chip Bottleneck: One Material, One Supplier
A single Japanese chemical company supplies 98% of the thin-film material used in every AI chip on earth. NVIDIA is paying half the capex to expand supplier fabs as lead times stretch past 6 months.
Google Splits TPU Line: 8t for Training, 8i for Inference
At Cloud Next 2026, Google introduced two new AI chips — TPU 8t for training and TPU 8i for inference — splitting its custom silicon for the first time. OpenAI, Anthropic, and Meta are buying multi-gigawatt TPU capacity, signaling a crack in NVIDIA's 81% market share.
Oracle Nabs $16B for Michigan AI Data Center, Rivaling Google Cloud
Oracle has secured $16 billion in funding for a massive AI data center in rural Michigan, a move that pits it directly against Google Cloud and other hyperscalers in the race to build AI infrastructure.
OpenAI's 'Freebird' Data Center in Texas to Span 549K Sq Ft, Cost $470M
OpenAI is building a massive 548,950-square-foot data center in Milam, Texas, named 'Freebird,' with a first-phase cost of around $470 million. This infrastructure investment is critical for scaling next-generation AI model training and inference.
Anthropic Secures 5GW AWS Compute, $100B+ Deal for Claude Expansion
Anthropic has expanded its deal with Amazon to secure up to 5 gigawatts of compute capacity—equivalent to Microsoft's 2024 global data center footprint—and committed over $100 billion to AWS over the next decade. This infrastructure surge supports Claude's tripled run-rate revenue to over $30B and addresses consumer demand straining its systems.
Anthropic Hiring Data Center Leasing Principals in Europe & Australia
Anthropic is actively hiring for data center leasing roles in Europe and Australia, revealing a strategic push to build out its own compute infrastructure as it scales its AI models.
CoreWeave & Google Raise $6.7B in Junk Bonds for AI Infrastructure
Google and GPU cloud provider CoreWeave have jointly raised $6.7 billion through a junk bond offering, with Google taking $5.7 billion. The capital is earmarked for a significant build-out of AI data center infrastructure.
AI Datacenter Spend Hits 5-7 Manhattan Projects Yearly at $250-300B
Inflation-adjusted global datacenter CapEx reaches $250-300B annually, equivalent to 5-7 Manhattan Projects per year. This quantifies the unprecedented infrastructure investment driving the AI boom.
Satellite Data Shows 40% of 2026 AI Data Centers at Risk of Delay
Geospatial analytics firm SynMax reports that at least 40% of AI data centers scheduled for 2026 completion are at risk of delays exceeding three months, based on satellite imagery analysis of construction progress at sites for OpenAI, Microsoft, and Oracle.
OpenAI Forecasts $121B in AI Hardware Costs for 2028
OpenAI is forecasting its own AI research hardware costs will reach $121 billion in 2028, according to a WSJ report. This figure highlights the extreme capital intensity required to compete at the frontier of AI.
Google to Fund $5B+ Texas Data Center for Anthropic, Targeting 7.7GW with Behind-the-Meter Power
Google is helping fund a massive Texas data center campus that Anthropic will lease, with a first phase of 500MW by 2026 and potential to scale to 7.7GW. The project uses behind-the-meter power from on-site turbines to bypass grid delays and secure compute for AI.