Stargate Goes Global: $500 Billion, 10 Gigawatts, 50 Countries — OpenAI’s “Bretton Woods of AI”

OpenAI’s most ambitious bet may be Stargate — now expanding from a US infrastructure — as explored in the economics of AI compute infrastructure — project to a global “democratic AI” initiative.

The Stargate Scale:

• $500 billion committed over four years
• 10 gigawatt capacity target — equivalent to powering 7.5 million homes
• 6+ data center sites across the US
• 100,000+ jobs promised

The Partnership Structure:

• SoftBank: 40% equity, $19B committed, Masayoshi Son as chairman
• OpenAI: 40% equity, $19B committed, operational responsibility
• Partners: Oracle, MGX (UAE), NVIDIA, Arm, Cisco, Microsoft

OpenAI for Countries — The Global Expansion:

• 50 countries in active discussions
• UK and UAE deals already signed
• George Osborne (former UK Chancellor) hired to lead
• “Democratic AI” infrastructure — free speech, free markets, prevention of mass surveillance

Chris Lehane: “We are in a Bretton Woods moment. In 1944, democratic nations created a financial system based on democratic values. We’re now at a similar moment with the laying of the AI rails.”

This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.