The Energy & Sustainability Supplement
A sustainable future for data centers
News - The Cloud & Hybrid Channel, 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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Former OpenAI Stargate exec Shamez Hemani joins Anthropic after brief Meta Compute stint
Was one of a group of departures to Meta's compute team
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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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OpenAI plans 3.2GW data center campus in Effingham County, Georgia
Is contracting energy from Georgia Power Company for project
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Generate Capital's Sven Semmelmann joins OpenAI as head of compute capital markets
As the company prepares for a possible IPO
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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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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 missed revenue and user targets, faces internal concern over meeting data center spend commitments - report
As company reworks Stargate and preps for IPO
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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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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 in talks for the Crusoe Abilene capacity OpenAI's Stargate skipped - report
Could lease hundreds of megawatts of 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 amend DoD AI contract after surveillance and autonomous weapons concerns
After Anthropic gets supply-chain risk designation for not allowing such work on Claude
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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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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 CFO says company ended 2025 with 1.9GW of compute, scaled revenue at same speed
Claims a clear correlation between aggressive data center ramp-up and rising revenue
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CoreWeave shareholder files lawsuit alleging company mislead investors over ability to deliver compute
Cites recent reports of data center delays