All compute deals

OpenAI / Oracle

Announced 2025-09-23 · Up to 4.5 GW · $300B+ · 5 years

September disclosure of the July Oracle agreement: over $300B across five years and up to 4.5 GW of additional Stargate capacity. This is part of the Stargate program, not capacity additional to its headline total.

Delivery target: Not disclosed

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