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6The Batch (DeepLearning.AI)·17d ago

Meta, OpenAI, and other AI companies build private gas-fired power plants to bypass public utilities

Major AI companies including Meta, OpenAI, Oracle, and xAI are constructing private, off-grid power plants—primarily natural gas—to directly supply their data centers, bypassing public utility grid connections. A Cleanview study identified 46 such projects, 90% announced in 2025, accounting for 30% of all planned U.S. data-center capacity. Meta is building gas plants in Ohio and Texas, while OpenAI and Oracle's Stargate-linked Jupiter project is underway in New Mexico. The shift signals a structural change in AI infrastructure energy strategy, with climate implications as fossil fuels displace earlier renewable commitments.

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6The Batch·19d ago·source ↗

Tech Giants Acknowledge AI Data Center Expansion Is Undermining Climate Commitments

Alphabet, Amazon, Meta, and Microsoft have publicly acknowledged that surging AI infrastructure demand is causing them to miss or revise earlier greenhouse gas reduction pledges. All four companies have turned to natural-gas power plants to bridge energy gaps, with total emissions rising 23–60% since 2019–2020 depending on the company. Clean energy alternatives like nuclear and geothermal remain insufficiently scaled, with nuclear deployments largely deferred to the 2030s. U.S. data center electricity consumption is projected to rise from 4.4% to as much as 12% of national usage within a few years.

7Openai Blog·1mo ago·source ↗

OpenAI and Oracle Expand Stargate with 4.5 GW U.S. Data Center Partnership

OpenAI and Oracle have signed an agreement to develop 4.5 gigawatts of additional Stargate data center capacity in the United States. The deal represents a major infrastructure expansion for OpenAI's Stargate platform, which is positioned as the long-term backbone for delivering AI at scale. The announcement emphasizes job creation, U.S. reindustrialization, and domestic AI leadership.

7Openai Blog·1mo ago·source ↗

OpenAI and SoftBank Group Partner with SB Energy for Multi-Gigawatt AI Data Center Campuses

OpenAI and SoftBank Group have announced a partnership with SB Energy to develop multi-gigawatt AI data center campuses. The initiative includes a 1.2 GW facility in Texas that will support the Stargate project. This represents a major infrastructure investment aimed at scaling AI compute capacity.

7Openai Blog·1mo ago·source ↗

OpenAI, Oracle, and SoftBank expand Stargate with five new AI datacenter sites

OpenAI, Oracle, and SoftBank have announced five additional datacenter sites under the Stargate initiative, a $500 billion U.S. AI infrastructure program targeting 10 gigawatts of compute capacity. The expansion accelerates the buildout of physical infrastructure intended to support next-generation AI workloads. The announcement emphasizes domestic job creation alongside the technical capacity additions.

7Openai Blog·19d ago·source ↗

OpenAI Breaks Ground on 1GW Stargate Data Center in Michigan

OpenAI has broken ground on a 1-gigawatt data center in Michigan as part of its Stargate infrastructure initiative. The project is framed around expanding AI access, job creation, and community support. This represents a major physical infrastructure commitment by OpenAI to domestic AI compute capacity.

8Openai Blog·1mo ago·source ↗

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Datacenters

OpenAI and NVIDIA have announced a strategic partnership targeting deployment of 10 gigawatts of AI datacenter capacity powered by NVIDIA systems. The first phase of the buildout is scheduled to launch in 2026. This represents a major infrastructure commitment between two of the most prominent organizations in AI compute and model development.

6Anthropic News·18d ago·source ↗

Anthropic publishes 'Build AI in America' energy and infrastructure policy report

Anthropic released a policy report calling for major U.S. investments in energy infrastructure to support frontier AI development, projecting that the U.S. AI sector will need at least 50GW of electric capacity by 2028. The report proposes two strategic pillars: building large-scale AI training infrastructure on federal lands with accelerated permitting, and broader nationwide AI deployment infrastructure including geothermal, natural gas, and nuclear expansion. Anthropic discloses internal projections that single advanced model training will require 2GW data centers in 2027 and 5GW in 2028, framing the recommendations in the context of competition with China's rapid energy buildout.

6Openai Blog·1mo ago·source ↗

Building the compute infrastructure for the Intelligence Age

OpenAI is scaling its Stargate initiative to expand compute infrastructure aimed at supporting AGI development. The announcement describes new data center capacity additions to meet growing AI demand. This represents a continuation of OpenAI's large-scale infrastructure buildout strategy under the Stargate program.