Compute Economics & GeopoliticsOpenAI, SoftBank, Oracle, MGXOpenAI

OpenAI, SoftBank, Oracle and MGX announce Stargate

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Announced Stargate — $500 billion over 4 years, with $100 billion deployed immediately

Why it matters

The symbolic starting point of the private AI infrastructure capex cycle

Source — Primary sources first; secondary reports are labelled “Press”

Officialopenai.comhttps://openai.com/index/announcing-the-stargate-project/

Added in Week 35, 2026 · See that week

On the map — ⑬ Compute Economics line

  1. Previous stopBIS creates DC VEU
  2. This record · stopStargate
  3. Next stopUS rescinds the AI Diffusion Rule and issues guidance on Chinese 3A090 ICs
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