Related Digital breaks ground on three buildings on 250 acres; one of five new US sites pushing Stargate to ~7GW planned and >$400bn over three years
Oracle
Developers bypass grid queues with behind-the-meter gas: a 7.7GW West Texas permit, NextEra's 10GW, an Oracle–Bloom 2.8GW fuel-cell deal, and GE Vernova's 100GW turbine backlog
Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double
The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI