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).