According to Epoch AI (@EpochAIResearch), OpenAI’s Stargate is a $500 billion multi-site data center buildout with visible construction activity at all 7 surveyed US locations and a pathway to exceed 9 GW of capacity by 2029, comparable to New York City’s peak load. As reported by Epoch AI’s site survey thread, reaching 9+ GW implies hyperscale-ready power procurement, advanced cooling, and supply-chain commitments for GPUs and power equipment, signaling sustained demand for large-scale training clusters and inference serving. According to Greg Brockman’s post, Stargate is positioned as critical infrastructure for the compute-powered economy, suggesting opportunities for utilities, equipment vendors, and GPU suppliers to secure long-term offtake and capacity reservations. For enterprises, as noted by Epoch AI, this scale could lower unit inference costs and expand access to frontier models, creating room for AI-native products in search, code generation, and multimodal agents that require steady low-latency throughput.

According to Greg Brockman (@gdb) on Twitter, OpenAI is partnering with Oracle and SoftBank to build five new Stargate sites, further expanding AI supercomputing infrastructure. This collaboration aims to boost the scalability and efficiency of large language models and next-generation AI applications, with Oracle providing cloud infrastructure and SoftBank contributing to global deployment. The new sites are expected to accelerate enterprise AI adoption, improve model training speeds, and unlock new business opportunities for AI-driven services (source: @gdb, x.com/OpenAI/status/1970601342680084483).

According to Sam Altman (@sama), OpenAI is collaborating with the UAE government to establish its first international Stargate, marking a significant step in global AI infrastructure development. The partnership highlights the growing trend of international cooperation in artificial general intelligence (AGI) research and deployment, with Sheikh Tahnoon identified as a key supporter. This initiative is expected to accelerate AI innovation and create new business opportunities in the Middle East, particularly in sectors leveraging advanced AI technologies. (Source: Sam Altman, Twitter, May 23, 2025)