OpenAI confirmed a 4.5GW data center deal across the U.S., adding to its growing infrastructure push despite delays in its Stargate venture. Partnering with Oracle, the company now has over 5GW under development—powered by more than 2 million chips. Early workloads have begun at the Abilene site, with construction projected to create 100,000 jobs. While SoftBank lags in execution, OpenAI’s buildout momentum continues globally.