According to @DeepLearningAI, OpenAI, Oracle, and SoftBank announced five new U.S. data-center sites plus Stargate UK, bringing the current Stargate buildout to about $1 trillion. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, the roadmap targets 20 gigawatts of capacity worldwide, with projections up to 100 gigawatts. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, 1.5 gigawatts of capacity is planned for Ohio and Texas within 18 months. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, Oracle will oversee construction while Nvidia will supply up to 31,000 GPUs. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, Nvidia also pledged a $100 billion investment in OpenAI. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, the announcement did not mention cryptocurrencies or tokens, indicating no direct crypto-specific details in this release. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885

According to @KobeissiLetter, OpenAI, Oracle, and SoftBank will build five new Stargate data centers, adding to an earlier Stargate project initially sized at over $100 billion (source: @KobeissiLetter). Together, the Stargate program is now guided toward roughly 7 gigawatts of capacity and more than $400 billion in total investment (source: @KobeissiLetter). OpenAI has also outlined a target of $500 billion in spending and 10 gigawatts of capacity by 2026 (source: @KobeissiLetter). Additionally, OpenAI announced a $100 billion chip supply deal with Nvidia to power Stargate, directly linking NVDA to the build-out pipeline (source: @KobeissiLetter). For traders, these figures underscore sustained demand for AI chips and hyperscale infrastructure with direct exposure to NVDA, ORCL, and SoftBank, while AI-driven CapEx remains a key macro narrative watched across both equities and crypto market sentiment (source: @KobeissiLetter).