"To support our bull case, we believe that [Oracle] will likely raise incremental debt (we are assuming an additional $20bn of debt) to meet this bull case, which at a 5% interest rate would increase ...

In a world where data is the new oil, OpenAI just struck a deal with Oracle to dig deep into the earth and pump out some serious gigawatts—4.5 to be exact. This ambitious partnership aims to augment ...

O penAI announced Tuesday that it will develop 4.5 gigawatts of data center capacity in partnership with Oracle ORCL — ...

Oracle and OpenAI plan to expand the Stargate project's 4.5 gigawatt data centre capacity. The enlargement comes after the ...

OpenAI and SoftBank scale back their $500B Stargate project, shifting focus to a smaller AI data center amid internal ...

OpenAI has today confirmed the 4.5GW deal for Stargate data center capacity in the US, spread across the country. According ...

OpenAI has struck a deal with Oracle to add an astounding 4.5 gigawatts of US data center capacity to power the massive ...

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...

Stargate is a joint venture between OpenAI, Oracle and Softbank that aims to invest up to $500 billion in AI infrastructure ...

OpenAI and Oracle have announced a collaboration to build an additional 4.5 GW of Stargate AI data‑centre capacity across the US, pushing the total under development to more than 5 GW ...

The Stargate venture, introduced at a White House event, is now setting the more modest goal of building a small data center ...