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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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INSIGHT

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.
INSIGHT

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.
INSIGHT

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.
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