The Energy & Sustainability Supplement
A sustainable future for data centers
News - Cloud & Hyperscale, OpenAI
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Firmus to provide OpenAI with compute capacity in Malaysia
While OpenAI's Stargate efforts in South Korea stall
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OpenAI gets green light for 3.2GW power deal to supply planned data center in Effingham County, Georgia
US utility Georgia Power will construct the new generation, with the ChatGPT maker expected to foot the bill
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Nvidia in talks to invest $1.5bn in SB Energy
Would support the development of an up to 10GW data center campus in Ohio for OpenAI
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OpenAI plans 3.2GW data center campus in Effingham County, Georgia
Is contracting energy from Georgia Power Company for project
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Uday Ruddarraju named OpenAI's CTO of Compute
Former xAI staffer celebrates one-year anniversary at company
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OpenAI in talks to lease 10GW data center from SB Energy in Ohio
Data center project on federal land in the state
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Oracle and OpenAI start construction on Stargate data center campus in Saline Township, Michigan
Project dubbed "The Barn"
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OpenAI launches "Guaranteed Capacity" offering, giving customers ability to secure long-term access to compute
A cloud contract within a cloud contract
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OpenAI claims to have secured 10GW of AI infrastructure capacity ahead of 2029 target
3GW added in last 90 days alone
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Microsoft loses IP exclusivity rights and sees revenue payments capped in updated OpenAI deal
Revenue share payments will also no longer be contingent on OpenAI achieving AGI
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Microsoft contracts 30,000 GPUs from Nscale at Norway data center as OpenAI drops out of latest Stargate
OpenAI continues Stargate retreat
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Google takes up capacity at Nscale data center in West London, UK - report
Separate to the recently dropped Nscale site by OpenAI
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Pimco in talks to provide $14bn in debt financing for Oracle's Michigan data center - report
Follows reports that data center investor Related Digital was nearing financing for the project
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Related Digital closes in on $16bn financing for Oracle data center in Michigan - report
Likely for Oracle’s Stargate development in Saline Township, Michigan
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Microsoft agrees to lease 700MW at Crusoe's data center in Abilene, Texas - report
Talks conclude: Microsoft gets the gig
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OpenAI 'in talks' to purchase energy from nuclear fusion startup Helion Energy - report
Could secure 5GW of power by 2030
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Microsoft considers legal action against OpenAI and Amazon over $50bn contract - report
Should it breach Microsoft's exclusivity agreement with OpenAI
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OpenAI reorganizes leadership amid data center strategy readjustment
Company is embracing renting AI servers from cloud providers instead of building all its data center capacity
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Microsoft files amicus brief in support of Anthropic's DoD lawsuit
OpenAI and Google workers also file brief to quash supply chain risk designation
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Oracle plans to again cut thousands of jobs to free up AI data center cash flow
To feed OpenAI buildout, company will slash staff
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OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn
After Amazon pumps $50bn into the AI company
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OpenAI raises $110bn, with $50bn from Amazon, and $30bn from both Nvidia and SoftBank
ChatGPT maker soars to $730bn valuation, signs Amazon compute deal
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JLL: Texas to become world’s largest data center market by 2030
With nearly two thirds of US data center construction happening in frontier markets
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Oracle to raise up to $50bn in debt and equity in 2026 to fund OpenAI & cloud buildout
Also reportedly considering 20-30k in layoffs
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Amazon in talks to invest $50bn in OpenAI
Company is one of OpenAI's cloud providers, and an Anthropic investor
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Oracle revealed as tenant of Project Jupiter data center campus in New Mexico
Site being developed by Stack and BorderPlex Digital Assets will be used for OpenAI
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OpenAI pledges to “pay its own way” to power Stargate data centers
In an attempt to prevent electricity price increases for regular ratepayers