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A major development in the AI data center space emerged last night as OpenAI, Oracle, and SoftBank unveiled five new U.S. AI data center sites under the Stargate Project — an ambitious AI infrastructure initiative launched in early 2025. The project now nears $400 bln in committed investment and close to 7 GW of planned capacity, marking a significant milestone on its path toward a $500 bln, 10 GW target by end of 2025 — ahead of schedule.

• Stargate is a joint effort between entites with different strengths: OpenAI (AI innovation), Oracle (cloud/data center scale), and SoftBank (capital and expansion).
• The five new US data center sites will complement the flagship Stargate campus in Abilene, TX, already operational on Oracle Cloud Infrastructure (OCI).
• Abilene began receiving NVIDIA GB200 racks in June and is already supporting early-stage training and inference workloads for OpenAI.
• Including work with CoreWeave, the Stargate initiative now totals nearly 7 GW of AI capacity across multiple regions.

Briefing.com Analyst Insight:

This announcement marks the dawn of a new era in U.S. AI infrastructure. The scale — $500 bln and 10 GW — positions the Stargate Project as one of the largest AI data center buildouts globally, likely boosting U.S. leadership in AI, HPC, and sovereign cloud. The initiative also aligns with growing policy pressure to keep strategic AI infrastructure onshore. A potential risk: energy demands at this scale may strain regional power grids and ripple through energy markets. Nonetheless, the project is a defining moment for AI infrastructure investing in the US.