Stargate advances with 4.5 GW partnership with Oracle
Stargate's compute footprint expands dramatically with Oracle partnership, signaling accelerating capex intensity in the race to build foundational AI infrastructure. This is a material shift in how OpenAI scales compute capacity and underscores the trillion-dollar infrastructure bet underpinning the next generation of models.
Why it ranks · · 4.5 gigawatts of additional data center capacity announced · July 2025
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