OpenAI

April 16, 2026

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Engage Early or Inherit Someone Else's Moratorium

On April 7, the IRGC released video footage explicitly threatening OpenAI's $30 billion Stargate UAE project.

April 13, 2026

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ERCOT's Queue Is Separating Real Developers From the Rest

Amazon, Google, Meta, Microsoft, OpenAI, and Coreweave are all redirecting capital inland, drawn by ERCOT's deregulated market structure, below-average electricity costs, and faster commercial contracting.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

OpenAI's freeze on its UK Stargate project over power costs and regulatory burden reinforces that jurisdictions solving energy access fastest will capture disproportionate capital.

April 6, 2026

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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

The White House's March 4 Ratepayer Protection Pledge, signed by Microsoft, Meta, OpenAI, and Amazon, commits signatories to secure their own power and pay for utility infrastructure, but carries no enforcement mechanism.

April 1, 2026

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Utilities Waited. SoftBank, Google, and the Army Didn't.

American Mission, funded by OpenAI co-founder Greg Brockman and Palantir co-founder Joe Lonsdale, spent $372,000 backing Chris Gober in the 10th District.

March 30, 2026

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Texas Writes the Rules While Google Writes the Check

Simultaneously, Microsoft is building two new AI buildings and a 900-megawatt power plant in Abilene after OpenAI backed away from further expansion there, consolidating Texas's position as the epicenter of American AI infrastructure.

March 29, 2026

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West Texas Is Building Its Own Grid, One Hyperscale Campus at a Time

Microsoft is absorbing OpenAI's abandoned expansion in Abilene, Texas, adding two new AI factory buildings and a 900-megawatt gas-fired power plant to what's becoming a 2.1-gigawatt computing complex.

March 27, 2026

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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

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When Drones Target Power Lines, the Perimeter Is Everywhere

In Abilene, Microsoft leased Crusoe Energy's 700 MW campus after Oracle and OpenAI abandoned negotiations, positioning Microsoft alongside the Stargate flagship development.

March 21, 2026

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Illinois and New York Are Closing. Texas Has a Window.

SB Energy is already executing the power build for OpenAI's 1.2 GW Stargate campus in Milam County and holds a Google PPA in the state, meaning this Ohio megaproject competes directly for the same gas turbines, transformers, and EPC contractors Texas developers need.

March 15, 2026

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Solve Water Before You Break Ground, or Else

A new academic study from UC Riverside, Caltech, and RIT documents that local water supply is a non-negotiable bottleneck for AI infrastructure siting, with OpenAI's scrapped Stargate expansion in Abilene, Texas cited as Exhibit A.

March 14, 2026

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Texas Captures 30% of AI Power Demand Before the Rules Are Written

Senate Democrats launched a formal probe Friday into Meta, OpenAI, xAI, and five other companies over their rush to gas-fired datacenter power.

March 9, 2026

OpenAI and Oracle have capped the Stargate datacenter in Abilene, Texas at **1.2 GW**, abandoning plans to expand to 2.0 GW after power grid delays exceeded one year and winter weather knocked liquid cooling systems offline for days.

March 8, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.

March 7, 2026

Oracle and OpenAI have killed expansion plans for their flagship Stargate campus in Abilene, Texas, capping the site at its original 1.2 GW footprint and abandoning the planned 2 GW second phase.

March 6, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, dominates today's news cycle, but the Federal Reserve Bank of Dallas quietly dropped the more consequential analysis: data center power demand will double from 40 GW to 80 GW by 2031, pushing annual PCE inflation up 0.04 to 0.13 percentage points by 2030, with the effect nearly doubling if renewable deployment lags.

March 5, 2026

Google, Meta, Microsoft, OpenAI, AWS, Oracle, and xAI signed the Trump administration's voluntary "Ratepayer Protection Pledge," committing to fund their own power infrastructure rather than drawing from the grid.

March 3, 2026

The bills are unlikely to advance, but they reflect real pressure: Oracle and OpenAI's $7 billion Saline Township project has already drawn opposition from Michigan AG Dana Nessel, a township rezoning denial, and a developer lawsuit.

March 1, 2026

BIC Magazine reports Texas is commanding nearly $90 billion in annual datacenter and advanced manufacturing construction, anchored by OpenAI's $100 billion Stargate project in Abilene and "Data City" near Laredo.

February 23, 2026

Meta's El Paso behind-the-meter approach and Oracle/OpenAI's Stargate facility in Abilene fit the same pattern: operators are building their own power because they can't wait for grid interconnection.

February 21, 2026

Meta, OpenAI, Oracle, Chevron, and xAI are all pursuing variants of this model in at least nine states.

February 20, 2026

SB Energy already operates a 5-GW-plus portfolio including the 900-MW Orion Solar Belt serving Google's Midlothian datacenter in Milam County, and in January 2026 signed a 1.2-GW datacenter lease with OpenAI as part of the Stargate initiative.

February 18, 2026

Crusoe Energy Systems, developer of the 1.2 GW Stargate campus in Abilene backed by OpenAI, SoftBank, and Oracle, has filed arguments that a new ERCOT approval requirement for private power agreements could impose 180-day delays on developers with billions already committed.