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

Source: OpenAI Date: 2025-09-23 URL: https://openai.com/index/five-new-stargate-sites

Summary

Summary

OpenAI, Oracle, and SoftBank announced five new Stargate datacenter sites in September 2025, expanding the Stargate AI infrastructure initiative beyond its initial US footprint. The expansion accelerated the buildout of dedicated AI compute infrastructure specifically designed for frontier model training and inference at hyperscale.

Implications

Infrastructure/platform thread. Five new sites in one announcement signals that Stargate is executing faster than the original timeline — a combination of sovereign wealth capital availability and urgent competitive pressure to have dedicated AI infrastructure rather than depending on general cloud providers. Oracle’s role as the primary datacenter operator (rather than AWS or Azure) reflects a strategic choice to anchor Stargate in an infrastructure partner without its own competing AI model ambitions. SoftBank’s capital continues to be the primary funding vehicle. The September 2025 timing places this expansion in the post-GPT-5 launch period when inference demand was growing faster than initially projected.