OpenAI Stargate Claims 10GW Milestone — But Reports Surface of Strategic Pivot to Third-Party Leasing

OpenAI Blog·medium signal

OpenAI published a blog claiming Stargate surpassed its 10GW infrastructure goal ahead of schedule, adding 3GW in just the last 90 days. However, multiple reports indicate the $500B project is pivoting from self-build to third-party compute leasing, with construction halted in the UK and Norway, the flagship Abilene campus expansion abandoned, and senior executives departing. The gap between the official narrative and reported reality raises questions about Stargate's actual trajectory.