Part 3/15:
OpenAI is heavily invested in developing Stargate, a substantial infrastructure initiative. Recently, they announced plans to construct a 1-gigawatt Stargate data center in India, complementing multi-gigawatt centers in the U.S. built in partnership with Oracle.
The recurring theme here is compute scarcity, which is becoming a critical bottleneck for AI advancement. Industry experts highlight that energy grids, supply chain logistics, and physical infrastructure—namely real estate for data centers—are forming the new "moat" for AI dominance. Meta's Hyperion data center and X.AI's massive facilities are prime examples, signifying capital-intensive investments aimed at securing control over essential resources, including power and chips.