Zinger Key Points
- Nvidia to supply 64,000 AI chips for OpenAI and Oracle's $100B Stargate data center in Texas
- TSMC expansion driven by rising AI demand, Nvidia's GB200 chips set for 2025 rollout in Stargate project
- Every week, our Whisper Index uncovers five overlooked stocks with big breakout potential. Get the latest picks today before they gain traction.
Nvidia Corp NVDA continues to tap the artificial intelligence frenzy, adding Stargate as its next customer.
OpenAI and Oracle Corp ORCL plan to begin filling a new data center in Texas with thousands of powerful AI chips from Nvidia to get the first facility for their $100 billion Stargate infrastructure venture up and running.
Bloomberg reported, citing unnamed sources familiar with the matter, that the site in Abilene will likely accommodate 64,000 of Nvidia’s GB200 semiconductors by the end of 2026.
OpenAI and Oracle plan to add the Nvidia chips to several data center halls in phases, with an initial rollout by 2025 summer, according to the report. The total planned shipments represent computing power for a single customer’s initial phases of one data center.
In January 2025, President Donald Trump announced the $500 billion OpenAI, SoftBank Group Corp SFTBF SFTBY, and Oracle initiative when OpenAI said Stargate will expand to as many as ten sites.
An OpenAI spokesperson told Bloomberg that it collaborated with Oracle on the design and delivery of the Abilene data center and that Oracle is in charge of the supercomputer being built there.
In January, Nvidia launched Digits, a desktop-sized personal AI supercomputer available in May 2025.
Reportedly, Amazon.Com Inc AMZN is also building AI supercomputers in collaboration with Anthropic, featuring thousands of Amazon’s latest AI training chip, Trainium 2.
Price Action: NVDA stock is up 0.33% at $110.93 premarket at last check Friday.
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