Marina Lyubimova
⬤ Oracle (ORCL) and OpenAI just cleared a major hurdle for their U.S. AI ambitions—Michigan gave them the thumbs up to power a 1.4-gigawatt Stargate data center. DTE Energy is rushing to get electricity flowing to the facility, which needs power comparable to what you'd see from a nuclear reactor. This approval represents one of the biggest single energy commitments for an AI data center that America has seen so far.
⬤ This new Stargate facility pushes Oracle and OpenAI's partnership way beyond their original plans—they're now looking at over 8 gigawatts of planned U.S. data center capacity. The total investment tied to these projects has blown past $450 billion, showing just how much money is flooding into AI infrastructure. Oracle's picking up the entire power bill for the Michigan site, cementing its position as the heavyweight infrastructure partner in this deal.
The approval marks one of the largest single AI data center energy commitments announced in the United States to date.
⬤ The Stargate data center is built to handle heavy-duty AI work—training massive models and running inference at scale. Getting fast-tracked access to the power grid is huge here, because electricity availability has become the main roadblock for new data centers across the country. You're seeing utilities, regulators, and tech giants working together more closely now as these AI projects get bigger and more complex.
⬤ This approval shows how quickly AI-focused energy infrastructure is expanding and reveals a new playbook where cloud providers, AI companies, and power utilities are teaming up to reshape America's electricity demand. Projects this size are connecting tech investment directly to national energy strategy, with multi-gigawatt facilities becoming essential pieces of future economic growth.
Marina Lyubimova
