People familiar with the matter have revealed that OpenAI does not plan to expand its partnership with Oracle at the Stargate data center in Abilene, Texas.
OpenAI Abandons Stargate Data Center Expansion with Oracle in Texas
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The company is targeting clusters equipped with next-generation Nvidia GPUs. While the Abilene facility utilizes Nvidia Blackwell processors and is expected to be operational in about a year once power supply is secured, OpenAI reportedly seeks expanded access to next-generation chips at other locations by that time.
Bloomberg first reported this news, but Oracle countered the claim as "incorrect" in a post on X. However, Oracle's response only referred to the progress of existing projects and did not mention the expansion plans.
Although Oracle has invested billions of dollars in site acquisition and construction, OpenAI's decision is viewed as rational. Nvidia has been releasing new generations of chips annually; the Vera Rubin, announced in January of this year, boasts five times the inference performance of Blackwell.
While infrastructure construction takes at least 12 to 24 months, customers are chasing annual upgrades. It has been reported that Oracle is facing significant financial pressure, funding construction on the scale of $100 billion through debt.
Source: OpenAI is walking away from expanding its Stargate data center with Oracle（HN 424pt・247 comments） (HN Search (backfill), 2026-03-10)