Stargate: up to $500B in AI infrastructure

2025-01-21 · Publisher : OpenAI · Domain : Artificial Intelligence

At the White House, OpenAI, SoftBank, Oracle and MGX announce Stargate, a joint venture planning to invest up to $500 billion over four years in AI data centers in the United States.

What changes

  • $100 billion committed immediately, up to $500 billion over four years.
  • SoftBank holds financial responsibility, OpenAI operational responsibility; Masayoshi Son chairs the project.
  • Arm, Microsoft, Nvidia, Oracle and OpenAI are the initial technology partners.
  • First construction site underway in Texas, other sites under evaluation across the country.
  • Compute becomes a matter of national infrastructure, on a par with energy.

On January 21, 2025, the day after Donald Trump's inauguration, OpenAI, SoftBank, Oracle and the Emirati fund MGX present the Stargate Project at the White House: a new company tasked with building in the United States the compute infrastructure OpenAI needs. ### What happened - Announced amount: $100 billion deployed "immediately" and up to $500 billion over the following four years. - Shareholders: SoftBank, OpenAI, Oracle and MGX. SoftBank and OpenAI are the lead partners: SoftBank has financial responsibility, OpenAI operational responsibility. Masayoshi Son (SoftBank) chairs the project. - Technology partners: Arm, Microsoft, Nvidia, Oracle and OpenAI. Oracle, Nvidia and OpenAI are to build and operate the computing system together. - First works: a campus in Texas, with other sites under evaluation. ### Key figures | Item | Announced value | |---|---| | Initial commitment | $100 billion | | Total envelope | up to $500 billion | | Horizon | 4 years | | Target jobs | "hundreds of thousands" in the US | ### Why it matters Stargate brings generative AI to the scale of major infrastructure programs. Compute, access to electricity and land become competitive factors as decisive as model quality. The announcement also becomes a political benchmark: a few weeks later, France presents its €109 billion of investments as "the equivalent" of Stargate. ### Caveats The amounts are investment intentions, not funds raised. From day one, several observers, including Elon Musk, questioned the partners' ability to raise such sums. Financing relies largely on debt and on OpenAI's ability to grow its revenue. ### Key takeaways Stargate opens 2025 with a data center race: the question is no longer only which model is best, but who has the compute and energy to train and serve it.

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Tags : IA, Calcul, Financement, Centres de données, OpenAI, États-Unis