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Stargate

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News analysisRelease: July 22, 2025Published: October 23, 20263 min read

Oracle’s Stargate partnership tied a 4.5GW plan to named buildout milestones

OpenAI announced a 4.5-gigawatt Stargate partnership with Oracle on July 22, 2025, describing planned US data-center capacity rather than completed delivery.

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Original explanatory diagram

News analysisRelease: January 21, 2025Published: October 23, 20263 min read

OpenAI Stargate AI data centers infrastructure planning

Stargate’s January announcement made financing intent different from built infrastructure

OpenAI announced the Stargate Project on January 21, 2025, describing a new company intending to invest up to $500 billion in US AI infrastructure over four years.

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