From Vision to Constraints: The Lessons of OpenAI’s Stargate Buildout

OpenAI’s ambitions to build some of the world’s largest AI data centers have evolved significantly over the past two years, offering a revealing look at how difficult it is to translate demand for compute into physical infrastructure. Shifts in partners, scope and timelines highlight the financial and operational trade-offs that come with building at unprecedented scale.

We asked Deep Research to examine what Stargate’s trajectory reveals about the economics, logistics and risks of scaling next-generation AI infrastructure. Here is the response.