

OpenAI Announces Data Centers & Oracle Raises Money
8 snips Sep 28, 2025
OpenAI is making waves with the announcement of five new data centers under its Stargate program, set to have a staggering seven-gigawatt capacity. Oracle is raising funds through a massive corporate bond sale amid significant leadership changes. NVIDIA's $100 billion investment is positioned to drive demand for GPU-heavy infrastructures. The energy consumption of these data centers is compared to powering five million homes, sparking discussions on grid strain and local incentives.
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Massive Five-Site Stargate Buildout
- OpenAI is building five new Stargate data centers in the U.S. with Oracle and SoftBank, totaling ~7 gigawatts capacity.
- That capacity equals powering over 5 million homes and signals massive infrastructure scale.
NVIDIA Shifts From Chips To Infrastructure
- NVIDIA is investing heavily because these data centers will consume vast numbers of GPUs and create long-term demand.
- Their investment strategy moves from selling chips to financing the infrastructure that will buy those chips.
Circular Deals Power Market Moves
- Large LOIs and cross-investments create a circular funding pattern among OpenAI, Oracle, and NVIDIA.
- Those agreements are boosting stock prices and enabling further capital raising despite limited upfront cash transfers.