According to @OpenAI, the company announced five new Stargate sites in partnership with Oracle and SoftBank and stated this puts it ahead of schedule on its 10-gigawatt compute commitment first outlined in January. Source: OpenAI on X, Sep 23, 2025; OpenAI company blog. Oracle is explicitly named as a buildout partner, extending the firms’ existing AI infrastructure collaboration after OpenAI selected Oracle Cloud Infrastructure to augment Microsoft Azure for AI workloads. Source: OpenAI on X, Sep 23, 2025; Oracle press release, June 11, 2024. The 10 GW roadmap underscores rapidly rising data center power needs, with the International Energy Agency projecting data centers, AI, and crypto could consume around 1,000 TWh in 2026 versus roughly 460 TWh in 2022, highlighting potential grid and pricing pressures relevant to energy-exposed assets. Source: International Energy Agency, Electricity 2024 report. For crypto markets, tighter power markets from accelerated AI compute buildouts can affect Bitcoin miners’ operating costs and curtailment dynamics in hubs like Texas, where miners monetize demand response during grid stress. Source: International Energy Agency, Electricity 2024; Riot Platforms 2023 Annual Report on ERCOT power credits and curtailment. AI-linked crypto assets such as RNDR, FET, and WLD have historically shown sensitivity to major AI infrastructure catalysts and AI equity rallies around NVIDIA events, making them relevant for momentum monitoring on this headline. Source: Kaiko Research, March 2024; Binance Research, 2024 AI Narratives report. Equity traders can focus on Oracle ticker ORCL and SoftBank Group ticker 9984.T given their explicit involvement, while monitoring NVIDIA ticker NVDA and power-exposed names due to downstream demand signaled by the scale and partners named. Source: OpenAI on X, Sep 23, 2025; International Energy Agency, Electricity 2024.