OpenAI's announced datacenter locations

Hey there!

Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> 6 U.S. campuses aiming for 10 GW; $400B+ already committed to Stargate

> only Abilene live (~1.2 GW buildout, +600 MW expansion); 5 more under development

> compute money flow to OpenAI:

• NVIDIA: upto $100B tied to 10 GW rollout (1 GW ships H2’26)

• Oracle:~$40B at Abilene + 4.5 GW new deal (total 5.5 GW, part of >$300B 5-yr partnership)

• SoftBank: 2 sites, 1.5 GW in 18 months

• CoreWeave: $22.4B contracts in 2025 for overflow compute

> total scale: $500B+ AI infra buildout - largest in history

> 10x jump in under 2 years

> power capacity in 2033 = 18M U.S. homes

> powered by $500B Stargate & fueled by big tech (MSFT, Oracle, NVIDIA, CoreWeave, etc.)

> also in talks with Korea (Samsung + SK Hynix) to open datacenters + procure chips

> coded autonomously for 30 hrs (vs Opus 4's 7 hrs)

> leading in SWE-bench & Terminal-Bench: deemed best model for coding + agentic use-case

> also tops computer use (OSWorld 61.4% vs Sonnet 4’s 42.2% 4 months ago)

> priced same as Sonnet 4 ($3/$15 per million tokens in/out)

> release aimed at enterprises