Part 4/14:
OpenAI’s aggressive expansion is situated within the broader context of AI infrastructure growth in the United States. Current estimates of total data center capacity range from 30 to 60 gigawatts, with AI workflows representing roughly 10–20% of that capacity. OpenAI’s latest deals aim to more than double the AI-specific data center resources in the U.S. over the next five years, underscoring a clear strategy to meet surging demand.