Perplexity AI Oracle Raises, OpenAI Expands
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Oct 2, 2025 Exploring the tech landscape, a new alliance forms as OpenAI teams up with Oracle and SoftBank for five immense Stargate data centers. With a staggering 7 gigawatts capacity, these sites could power over five million homes. Oracle's stock benefits from a massive $300 billion letter of intent from OpenAI, while NVIDIA prepares to inject $100 billion into AI infrastructure. The discussion raises eyebrows over the energy demands of these data centers and Oracle’s corporate restructuring amidst its growth. Future talks with Meta for additional compute deepen the intrigue.
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Massive New Stargate Data Centers
- OpenAI plans five new Stargate data centers in the US with Oracle and SoftBank, totaling about seven gigawatts of capacity.
- That energy size equals powering more than 5 million homes and signals a huge infrastructure push.
NVIDIA Becomes A Data Center Power Player
- NVIDIA committed roughly $100 billion toward OpenAI-related efforts, tying GPU suppliers directly into data center growth.
- This moves NVIDIA from GPU vendor to financier of full-scale compute assets filled with their hardware.
Circular Money Flows Between Giants
- Large LOIs and investments create a circular financing web between OpenAI, Oracle, and NVIDIA involving funds, commitments, and stock moves.
- These interlinked deals amplify stock volatility and drive rapid market revaluations.