TechCheck OpenAI and Oracle's data center ambitions 9/23/25
Sep 23, 2025
OpenAI and Oracle are launching a massive data center in Abilene, Texas, pushing the boundaries of AI infrastructure. CFO Sarah Friar reveals insights into the project's scale and its significance for future computing power. The conversation dives into the ongoing compute crunch, the impact of NVIDIA's chip production timelines, and investor confidence in tech markets. There’s also a discussion about OpenAI's restructuring and partnerships, particularly with Microsoft, setting the stage for future growth.
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Flagship Site Aims For Massive Scale
- OpenAI's Abilene site is positioned as a flagship for a national Stargate infrastructure push that can scale to a gigawatt-plus campus.
- Sarah Friar says this build addresses a current
Compute Shortage Drives Buildout
- OpenAI and partners face a
Stargate Evolved Into One Unified Brand
- The Stargate program shifted from a pitched joint venture into a consolidated brand that folds in multiple compute agreements.
- Mackenzie Sigalos reports the structure now looks like one