Reports describe OpenAI’s planned multi-year compute capacity commitment tied to Oracle’s Stargate data center buildout starting in 2027
Partnership Provisional 42% confidence first seen
The coverage discusses an AI infrastructure “capex logjam” and the lag between large compute commitments and when related assets begin depreciation and earnings impact. One article cites reports of OpenAI committing about $300 billion over five years for compute capacity via Oracle’s Stargate program, which is scheduled to begin in 2027, and links this to broader projections of much higher AI infrastructure spending in 2026.