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0
2/10
OpenAI is abandoning plans to expand its Stargate data center partnership with Oracle in Texas because it wants access to next-generation Nvidia chips instead of the current Blackwell processors. The article highlights a systemic infrastructure risk where chip upgrade cycles (now yearly) far outpace data center construction timelines (12-24 months), creating hardware obsolescence risk for suppliers like Oracle that are financing buildout primarily through debt.
OpenAI
Oracle
Nvidia
Stargate
Blackwell
Vera Rubin
Google
Amazon
Microsoft
Blue Owl
Jensen Huang