OpenAI, Oracle, and SoftBank expand Stargate with five new A…

OpenAI、Oracle 和软银宣布在 Stargate（OpenAI 的整体 AI 基础设施平台）下新增五个美国 AI 数据中心站点。连同我们在德克萨斯州阿比林的旗舰站点以及与 CoreWeave 的在建项目，这五个新站点的合计容量使 Stargate 的规划容量接近 7 吉瓦，并将在未来三年内带来超过 4,000 亿美元的投资。这使我们有望在 2025 年底之前提前实现今年一月宣布的完整 5,000 亿美元、10 吉瓦承诺。

今年七月，OpenAI 与 Oracle 达成协议，共同开发最多 4.5 吉瓦的额外 Stargate 容量。这一合作在未来五年内将意味着两家公司之间超过 3,000 亿美元的合作投资。三个位于德克萨斯州 Shackelford 县、 新墨西哥州 Doña Ana 县 以及一个我们将很快公布的中西部地点——加上在阿比林旗舰 Stargate 站点附近潜在的额外 600 兆瓦扩建——可提供超过 5.5 吉瓦的容量。预计这些站点将创造超过 25,000 个现场岗位，并在全美创造数万额外就业机会。我们仍在评估更多站点。

今天宣布的另外两个 Stargate 站点在未来 18 个月内可扩展到 1.5 吉瓦。这些站点将通过软银与 OpenAI 的合作开发，并可扩展到多个吉瓦的 AI 基础设施。一个站点位于俄亥俄州 Lordstown，软银已为一种先进数据中心设计开工，预计明年投入运营。第二个站点位于德克萨斯州 Milam 县，将与软银集团旗下公司 SB Energy 合作开发，SB Energy 为该快速建设的数据中心站点提供带电基础设施。两者合计代表了实现更快部署、更大可扩展性和更高成本效益的重要步骤——使高性能算力更广泛可及。

这五个新站点是通过一项自一月启动的全国性严格评审流程选出的。OpenAI、Oracle 和软银审阅了来自 30 多个州的 300 多份提案。今天的宣布标志着首批选定站点，随着我们完成并超越最初在美国 AI 基础设施上的 5,000 亿美元承诺，还会有更多美国站点陆续公布。

由 Oracle 开发的新 Stargate 站点将加入位于德克萨斯州阿比林的旗舰 Stargate 园区；该园区已在 Oracle Cloud Infrastructure（OCI）上投入运行，并在快速推进中。Oracle 在六月开始交付首批 NVIDIA GB200 机架。我们已在使用这部分新容量开展早期训练和推理工作，以推动 OpenAI 下一代研究的进展。

“只有当我们建造起驱动它的算力时，AI 才能实现其承诺。那算力是确保每个人都能从 AI 中受益并解锁未来突破的关键。我们正通过 Stargate 取得历史性进展，并迅速行动，不仅要实现最初的承诺，还要为接下来的一切奠定基础。”——OpenAI 首席执行官 Sam Altman

“Oracle 可靠、可扩展且安全的 AI 基础设施正在帮助 OpenAI 快速扩展其业务。为满足这一巨大需求，我们持续以无与伦比的速度扩展 OCI 的覆盖，以提供最高性能且成本最具竞争力的 AI 训练与推理能力。”——Oracle 首席执行官 Clay Magouyrk

“Stargate 利用软银在数据中心设计和能源方面的创新专长，提供支撑 AI 未来的可扩展算力。与 OpenAI、Arm 以及我们的 Stargate 合作伙伴一道，我们正在为一个推动人类进步的新纪元铺路。”——软银集团董事长兼首席执行官 孙正义

OpenAI、Oracle 和软银最初于一月在白宫与特朗普总统一同宣布了 5,000 亿美元的 Stargate 承诺，作为促进美国 AI 基础设施投资的更广泛举措的一部分。多亏了特朗普总统的领导和其政府的政策，这一努力比预期推进更快，并帮助吸引了更多合作伙伴和推动力。

与 Oracle、软银及其他合作伙伴一道，我们正把这项 5,000 亿美元、10 吉瓦的承诺转化为大规模的实体基础设施、遍布全国社区的就业机会，以及将解锁下一代 AI 突破所需的算力。

OpenAI, Oracle, and SoftBank are announcing five new U.S. AI data center sites under Stargate, OpenAI’s overarching AI infrastructure platform. The combined capacity from these five new sites—along with our flagship site in Abilene, Texas, and ongoing projects with CoreWeave—brings Stargate to nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years. This puts us on a clear path to securing the full $500 billion, 10-gigawatt commitment we announced in January by the end of 2025, ahead of schedule. 

In July, OpenAI and Oracle entered an agreement to develop up to 4.5 gigawatts of additional Stargate capacity. This represents a partnership that exceeds $300 billion between the two companies over the next five years. The three new sites—located in Shackelford County, Texas; Doña Ana County, New Mexico; and a site in the Midwest, which we expect to announce soon; combined with an additional potential expansion of 600 megawatts near the flagship Stargate site in Abilene, Texas—can deliver over 5.5 gigawatts of capacity. Together, these sites are expected to create over 25,000 onsite jobs, and tens of thousands of additional jobs across the U.S. We remain in the process of evaluating additional sites.

The other two Stargate sites being announced today can scale to 1.5 gigawatts over the next 18 months. These sites will be developed through a partnership by SoftBank and OpenAI that can scale to multiple gigawatts of AI infrastructure. One site is located in Lordstown, Ohio, where SoftBank has broken ground on an advanced data center design which is on track to be operational next year. The second site is located in Milam County, Texas, and will be developed in partnership with SB Energy, a SoftBank Group company, which is providing powered infrastructure for a fast-build data center site. Together, these sites represent an important step in enabling faster deployment, greater scalability, and improved cost efficiency—making high-performance compute more widely accessible.

The five new sites were chosen through a rigorous nationwide process launched in January. OpenAI, Oracle, and SoftBank reviewed over 300 proposals from more than 30 states. Today’s announcement marks the first set of selections, with additional U.S. sites to come as we complete and surpass our initial commitment to invest $500 billion in U.S. AI infrastructure.

The new Stargate sites being developed by Oracle will join the flagship Stargate campus in Abilene, Texas, which is already up and running on Oracle Cloud Infrastructure (OCI) and continues to progress rapidly. Oracle began delivering the first NVIDIA GB200 racks in June. We have already started early training and inference workloads, using this new capacity to advance OpenAI’s next-generation research.

“AI can only fulfill its promise if we build the compute to power it. That compute is the key to ensuring everyone can benefit from AI and to unlocking future breakthroughs. We’re already making historic progress toward that goal through Stargate and moving quickly not just to meet its initial commitment, but to lay the foundation for what comes next.”—Sam Altman, CEO of OpenAI. 

“Oracle’s reliable, scalable, and secure AI infrastructure is helping OpenAI rapidly scale its business. To meet this enormous demand, we continue to expand OCI’s footprint at an unrivaled pace to deliver the most performant and cost-effective AI training and inferencing.”—Clay Magouyrk, CEO of Oracle

“Stargate is harnessing SoftBank’s innovative data center design and energy expertise to deliver the scalable compute that powers AI’s future. Together with OpenAI, Arm, and our Stargate partners, we are paving the way for a new era where AI advances humanity.”—Masayoshi Son, Chairman and CEO of SoftBank Group Corp

OpenAI, Oracle, and SoftBank first announced the $500 billion Stargate commitment in January at the White House alongside President Trump, as part of a broader push to spur investment in American AI infrastructure. Thanks to President Trump’s leadership and the policies of his Administration, this effort has advanced more quickly than expected and helped attract additional partners and momentum.

Together with Oracle, SoftBank, and our other partners, we’re turning a $500 billion, 10-gigawatt commitment into large-scale physical infrastructure, jobs in communities across the country, and compute that will unlock the next generation of AI breakthroughs.

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