Stargate's five-new-site expansion brings planned capacity to nearly 7GW — $400B+ invested as Michigan, Wisconsin, Wyoming, Pennsylvania, Texas sites enter construction
OpenAI, Oracle, and SoftBank's Stargate program expanded with five new datacenter sites in mid-2026 — Michigan, Wisconsin, Wyoming, Pennsylvania, and additional Texas locations. Planned capacity now nears 7GW with $400B+ invested. The flagship Abilene campus is live at 1.2GW of OCI as the operational beachhead.
The substantive piece is the multi-state capacity geography. Concentrating 7GW of AI compute capacity in a single Texas-anchored footprint creates concentration risk (grid, water, political); spreading across Michigan / Wisconsin / Wyoming / Pennsylvania / Texas distributes that risk and creates regional-political constituencies for the AI-compute build-out across multiple states simultaneously. Stargate is now politically embedded in five state legislatures and four governor's offices, which is durable infrastructure for the program's long-term capacity expansion.
The competitive frame against the AMD MI450 50K-GPU OCI deployment is that Stargate's procurement is multi-supplier by design — Oracle has commitments to deploy both NVIDIA Rubin and AMD MI450 platforms on OCI; SoftBank's Vision Fund 3 deployment is similarly multi-supplier. The Stargate scale is what makes the second-supplier procurement-default operational — at 7GW capacity, no single GPU supplier can fulfill the entire procurement.
OpenAI — OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites → · Introl — What $500 billion in AI infrastructure actually looks like → · IntuitionLabs — Oracle & OpenAI's $300B Deal: AI Infrastructure Analysis →