The Growing Appetite of Artificial Intelligence
In just the past month, two landmark announcements have signaled how fast the AI infrastructure build-out is accelerating.
- OpenAI + NVIDIA (Sept 22, 2025): a strategic partnership to deploy at least 10 gigawatts of NVIDIA-powered data centers, tied to up to $100 billion in progressive investment.
- OpenAI + Oracle (Sept 23, 2025): an agreement to add 4.5 gigawatts of new Stargate capacity across five U.S. sites, part of a $300 billion cloud services deal.
Together, that's 14.5 gigawatts of new planned capacity announced in just 30 days. While these facilities won't switch on overnight, the commitments show how central compute has become to the future of AI.
But that's not all. Microsoft announced a $30 Billion investment in the UK with "$15 billion in capital expenditures to build out the UK’s cloud and AI infrastructure." In Fairwater, Satya noted, "Fairwater is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times."
This is not a footnote in the AI story. It is one of the main chapters. We are entering a world where control of compute is as strategically important as the algorithms themselves.