McQueen AnalyticsDecision intelligence + market research

AI developer and compute customer

OpenAI

OpenAI coordinates Stargate capacity through cloud, development and finance partners. Ownership and operating roles differ by site.

Dated commitments & changes

construction update

Oracle reports a construction labor milestone at The Barn

Oracle reported that workers had reached a cumulative construction milestone at the Saline Township campus.

1,000,000 hoursCumulative union craft hourscompany reported labor inputThe Barn construction to the disclosed milestonestatedOracle / Josh Pitcock ↗
Saline Township, Michiganunder construction
Sources and context

The milestone occurred before publication; the exact achievement day is not disclosed. Craft hours are labor input, not a job count or proof of operating capacity.

permit issued

Wisconsin DNR issues Lighthouse generator permits

DNR records construction permit 25-MIN-094 and initial operation permit 24618528A-F01 for 45 diesel emergency generators at Vantage's Port Washington campus.

45 generatorsEmergency diesel generatorsDNR permit summaryLighthouse campuspermittedWisconsin DNR ↗
Port Washington, Wisconsingenerator permits issued
Sources and context

These approvals do not establish data-center opening, utility completion or all-site permit clearance.

groundbreaking

Stargate partners mark construction at The Barn

OpenAI and its partners held a groundbreaking celebration for The Barn. Oracle reported that campus construction was already underway.

1 GWCampus capacityplanned data center capacityThe Barn campus, OpenAI announcementstatedOpenAI ↗
Saline Township, Michiganunder construction
Sources and context

The event date is the ceremony, not the start of all physical work. Related Digital develops the campus; Oracle supplies cloud infrastructure; OpenAI is the compute customer. Blackstone-affiliated funds and PIMCO-managed financing are distinct from the operator. Utility supply requirements may differ from the stated compute capacity.

portfolio update

OpenAI says secured Stargate capacity exceeds its initial goal

OpenAI said it had surpassed its original U.S. capacity commitment and was evaluating additional sites.

>10 GWSecured infrastructure capacitycompany reported secured capacityU.S. Stargate portfoliogreater thanOpenAI ↗
United States; Stargate portfoliocapacity secured company reported
Sources and context

Secured capacity includes future infrastructure and cannot be treated as operating capacity. The portfolio figure overlaps individual Stargate sites and partner commitments; it cannot be added to them.

operational update

Oracle reports two Abilene buildings operating

Oracle said two buildings were fully operational, the remaining campus was on track and leasing for its additional 4.5 GW OpenAI commitment was complete.

Abilene, Texaspartially operational company report
Sources and context

Oracle published the post at 10:40 PM Eastern on March 8, which was March 9 in UTC. The 4.5 GW figure describes leasing across multiple sites, rather than Abilene's operating capacity. Oracle's statement does not negate Katti's account of redirecting an incremental expansion.

scope change

OpenAI redirects additional Abilene capacity to other locations

Sachin Katti said OpenAI considered a further Abilene expansion and chose other locations while its existing campus and wider buildout continued.

Abilene, Texasexpansion redirected
Sources and context

No exact size, lease termination date or financing cause is established by this post.