- Three sites are under the Stargate–Oracle tie-up (Texas, New Mexico, undisclosed Midwest); two are OpenAI–SoftBank builds (Ohio, Texas).
- Abilene, TX remains the flagship and is slated for a 600 MW add-on; combined capacity cited at ~5.5 GW.
What happened: 5-site wave and capacity picture
Telecoms.com reports that five more Stargate sites are in the works. Three are within the partnership formed in July between Stargate and Oracle—Texas, New Mexico and an undisclosed Midwestern location—while two further complexes are planned in Lordstown, Ohio and Milam County, Texas under an OpenAI–SoftBank collaboration. Together with an extra 600 MW at the Abilene flagship, that points to around 5.5 GW of capacity. See for the site list and aggregate figures.
Further local detail points to Lordstown, Ohio breaking ground and SoftBank-linked SB Energy involvement in Texas power supply, underscoring the project’s energy footprint.
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Why it’s important
Stargate’s multi-gigawatt roadmap crystallises how AI demand is reshaping US power and land markets. If the plan holds, Oracle’s cloud footprint and OpenAI’s training capacity get a rapid scale-up, while SoftBank aligns energy and capital to hyperscale campuses. But the headline GW total masks execution risk: grid interconnects, water and cooling, transformer lead times, and local permitting can all slow delivery or add cost.
There is also policy exposure. Massive, gas-backed loads can face scrutiny over emissions and resilience; communities will ask what mix of renewables, storage and efficiency is planned, and how waste heat or water use will be managed. For buyers of AI compute, the real test is not announcements but realised capacity, price per FLOP, and sustainability disclosures that match the scale of these claims. Measurable milestones—energisation dates, PPA volumes, and actual cluster availability—will show whether Stargate can move from render to reality.
