Tech giants including OpenAI, Microsoft, Nvidia, Oracle, and Meta are pouring billions of dollars into new AI‑focused data centers. Partnerships such as the Stargate project promise up to $500 billion in future spending, while Microsoft alone targets $80 billion for AI‑enabled facilities. The rapid build‑out is driving unprecedented demand for power, water, and infrastructure, raising alarms about energy consumption, water use, and rising traffic incidents near construction sites. Executives like AMD’s Lisa Su dismiss worries, arguing demand far outweighs any potential oversupply. Leia mais →

OpenAI has named former British Chancellor George Osborne as Managing Director and Head of OpenAI for Countries, a role focused on expanding the company’s Stargate data‑center network beyond the United States. Osborne will guide government partnerships, help nations adopt OpenAI tools, and oversee the first round of collaborations with ten countries. His appointment underscores OpenAI’s strategy to deepen ties with governments and accelerate the rollout of sovereign AI infrastructure worldwide. Leia mais →

Silicon Valley dominated headlines this week with massive AI infrastructure deals. Nvidia announced a potential $100 billion investment in OpenAI, while OpenAI revealed plans to add five new Stargate data centers in partnership with Oracle and SoftBank, promising gigawatts of fresh capacity. Oracle financed the effort by selling $18 billion in bonds. At the same time, OpenAI launched Pulse, a personalized morning briefing feature in ChatGPT that currently runs only for $200‑a‑month Pro users due to server constraints. The flurry of investments and product launches raises questions about the balance between costly data‑center expansion and new AI services. Leia mais →

OpenAI disclosed plans to stand up five new data center sites across Texas, New Mexico, Ohio and a yet‑to‑be‑announced Midwest location, partnering with Oracle and SoftBank. The effort is part of the so‑called Stargate project, which aims to deliver up to 10 gigawatts of AI compute power and involves billions of dollars in investment. Existing facilities include a site in Abilene, Texas, and collaborations with CoreWeave. CEO Sam Altman emphasized that expanding compute is essential to AI’s promise, while noting challenges such as financing, permitting and community opposition. A lawsuit from Ziff Davis over alleged copyright infringement is also highlighted. Leia mais →

OpenAI announced plans to add five new data centers across the United States under its Stargate program, partnering with Oracle and SoftBank. The expansion will bring total U.S. capacity close to seven gigawatts and includes sites in Texas, New Mexico, Ohio, and a yet‑to‑be‑named Midwest location. Oracle will operate the flagship Abilene facility, while SoftBank’s SB Energy backs two of the new sites. The project is tied to broader U.S. AI competitiveness goals, with expectations of thousands of jobs and additional collaborations with Nvidia and international partners. Leia mais →

Developers plan a new artificial‑intelligence data center in Cheyenne, Wyoming, that could initially draw 1.8 gigawatts of electricity and scale to 10 gigawatts—over five times the state’s residential consumption. The facility will rely on a custom mix of natural‑gas and renewable generation rather than the public grid. While the future tenant remains unnamed, speculation has focused on OpenAI, which has partnered with the developer on a separate Texas project. State officials tout the project as an economic boost, but experts warn of broader impacts on regional power dynamics and utility costs. Leia mais →

SoftBank has reportedly purchased the former General Motors plant in Lordstown, Ohio, previously owned by Foxconn, to manufacture AI servers for the Stargate data‑center initiative. The deal, disclosed by Bloomberg, involves the Delaware‑registered buyer Crescent Dune LLC and aligns SoftBank with OpenAI and Oracle on a multi‑state AI infrastructure rollout. The acquisition follows Foxconn’s 2022 sale of the facility and raises questions about the future of Monarch Tractor, the sole remaining customer of the plant’s contract‑manufacturing operation. Leia mais →