Oracle and OpenAI have announced a 4.5 gigawatt data centre capacity agreement on July 22, 2025, expanding OpenAI's Stargate AI infrastructure platform to advance U.S. AI leadership and accelerate reindustrialisation.

The partnership brings OpenAI's total Stargate capacity under development to "over 5 gigawatts of Stargate AI data centre capacity under development, which will run over 2 million chips" when combined with the existing Stargate I site in Abilene, Texas. OpenAI states this "significantly advances our progress toward the commitment we announced at the White House in January to invest $500 billion into 10 gigawatts of AI infrastructure in the U.S. over the next four years."

According to OpenAI, the company now expects to "exceed our initial commitment thanks to strong momentum with partners including Oracle and SoftBank." The 4.5 GW expansion is projected to "create over 100,000 jobs across construction and operations roles in the U.S." including "direct full-time jobs needed to operate Stargate data centres, short-term construction roles like the many highly specialised electricians at work at our Stargate I site in Abilene, TX, and indirect jobs like manufacturing and local service roles."

Construction progress at Stargate 1 continues, with OpenAI reporting that "Oracle began delivering the first Nvidia GB200 racks last month and we recently began running early training and inference workloads, using this capacity to push the limits of OpenAI's next-generation frontier research." The facility "has already created thousands of jobs, with more expected as operations expand, including specialised roles for electricians, equipment operators, and technicians hailing from more than 20 states."

OpenAI describes Stargate as its "overarching AI infrastructure platform—encompassing ongoing data centre partnerships with Oracle, SoftBank and CoreWeave and international investments in U.S. infrastructure through OpenAI for Countries."

Stargate's expansion supports OpenAI's frontier research capabilities through increased compute capacity for training and inference workloads, with partnerships spanning Oracle, SoftBank, and CoreWeave providing infrastructure for next-generation AI model development and deployment.

OpenAI's Stargate infrastructure expansion demonstrates significant capital commitment to AI compute capacity, exceeding initial $500 billion investment targets through strategic partnerships. The platform's job creation estimates and operational scale position OpenAI for advanced AI research while supporting U.S. technological competitiveness and economic growth through reindustrialisation initiatives.


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