OpenAI said it has launched the Stargate Project, a company that will invest $500 billion over the next four years building AI infrastructure in the US.
The company added that it is deploying $100 billion now to build an AI data center in Texas. OpenAI's investors in Stargate include SoftBank, OpenAI, Oracle, and MGX. Technology partners include Arm, Microsoft, NVIDIA, Oracle and OpenAI.
According to a joint statement, Stargate is designed to "secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world." President Trump announced the $500 billion infrastructure effort.
With Stargate, OpenAI, which is operating the first site in Texas and the ones after it, will bring in Oracle as a cloud partner. Microsoft issued a separate statement. Both OpenAI and Microsoft said Stargate built upon a tight partnership already.
OpenAI said it will "continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional compute to train leading models and deliver great products and services."
Microsoft said the OpenAI terms of the partnership remain for the contract through 2030. Microsoft noted it has rights to OpenAI IP, an Azure exclusive with the OpenAI API and revenue sharing pacts.
The big change with Stargate though is this bit of text:
"This new agreement also includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR). To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models."
Given the partners here, it looks like OpenAI will be using Oracle Cloud Infrastructure too.
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