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OpenAI, NVIDIA, Oracle, and SoftBank announce Stargate AI datacenter expansion with 10 gigawatts capacity and $500 billion investment

Partnership Provisional 85% confidence first seen 22 September 2025, 08:45

OpenAI announced a major strategic partnership involving NVIDIA, Oracle, and SoftBank to build out the Stargate AI datacenter project with five new sites across the United States. The project includes 10 gigawatts of power capacity and a $500 billion investment to support large-scale AI model training and deployment, with the first phase launching in 2026.

Source coverage

22 Sep, 08:45 OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems OpenAI Blog official 23 Sep, 14:00 OpenAI, Oracle, and SoftBank expand Stargate with five new AI datacenter sites OpenAI Blog official

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TLDRocket 3 August 2026

The story of AI in August 2026 is one of consolidation meeting enforcement. Alibaba's Qwen3.8-Max, a 2.4-trillion-parameter mixture-of-experts model with a million-token context window, arrives as a direct challenge to OpenAI and Anthropic's frontier offerings—priced at $2 per million input tokens, it's positioning itself as the capable-and-cheaper alternative that China's AI push has long promised. But the more consequential development is structural: enterprises are finally getting the plumbing to actually deploy these models. June, backed by Salesforce's Marc Benioff, raised $20 million to automate AI integration into legacy systems, scanning corporate infrastructure and generating deployment workflows without expensive consultant fees. This solves what's become clear as the real bottleneck—not model capability, but implementation friction in messy, heterogeneous corporate environments.

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OpenAI, NVIDIA, Oracle, and SoftBank announce Stargate AI datacenter expansion with 10 gigawatts capacity and $500 billion investment

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Every AI story that matters, in your inbox by 8am.

Every AI story that matters,
in your inbox by 8am.