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OpenAI, Oracle and Vantage to build $15B Stargate data center in Wisconsin

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OpenAI, Oracle (ORCL.N), and Vantage Data Centers announced plans to develop a massive new data center campus in Port Washington, Wisconsin, as part of the multibillion-dollar Stargate initiative designed to keep the U.S. at the forefront of artificial intelligence infrastructure.

The Wisconsin site, named Lighthouse, is set for completion in 2028 and will create more than 4,000 skilled construction jobs, most of them union-based. Backed by Vantage’s $15 billion investment, the facility will be a core component of OpenAI and Oracle’s plan to deliver over 4.5 gigawatts of IT capacity nationwide.

Stargate—envisioned as a $500 billion, 10-gigawatt project—also includes Japan’s SoftBank Group (9984.T) and recently began work on its first AI data center in Abilene, Texas. The initiative aligns with President Donald Trump’s broader strategy to maintain U.S. dominance in advanced computing amid growing competition from China.

OpenAI and its primary backer Microsoft (MSFT.O) are among the major tech firms investing heavily in data centers to power generative AI systems such as ChatGPT and Copilot, both of which demand vast computing resources.

Once operational, the Lighthouse campus will anchor a growing network of Stargate sites being developed with Oracle, generating more than 1,000 long-term jobs and thousands of additional indirect roles in the region.

Vantage, supported by private equity firm Silver Lake and asset manager DigitalBridge (DBRG.N), will oversee the Port Washington buildout as part of its ongoing U.S. data center expansion. The companies said the project marks a crucial step toward meeting the exploding global demand for AI infrastructure.

UK Data Centre Spending to Hit £10 Billion Annually by 2029 Amid AI Boom

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Spending on new UK data centres is set to surge to £10 billion a year by 2029, more than five times higher than in 2024, according to new analysis from construction data firm Barbour ABI.

The report found that £1.75 billion was spent on data centre construction in 2023, with that figure projected to rise to £2.38 billion in 2025 as demand for AI-driven computing power continues to accelerate. Over the next five years, tech giants including Microsoft, Nvidia, and Google are expected to invest a combined £25 billion in the UK’s data infrastructure, with nearly 100 new projects already in the pipeline.

Barbour ABI said the expansion reflects both global AI adoption and UK government initiatives, such as the AI Growth Zones, designed to speed up planning approvals for digital infrastructure.

While London and its surrounding regions remain the country’s data centre hub, development is now spreading nationwide, driven by rising demand for low-latency connectivity and renewable energy sources to power data-intensive AI systems.

The largest upcoming project is a $13 billion hyperscale data centre planned in North East England, led by U.S. private equity group Blackstone—a sign that international investors view the UK as a strategic AI infrastructure hub.

The rise in data centre construction comes amid a global race to expand digital capacity following the release of ChatGPT in late 2022, which sparked an explosion in AI model training, cloud computing, and enterprise automation.

Barbour ABI said the shift marks one of the fastest-growing infrastructure trends in the country’s history. “AI has completely reshaped data demands,” the report noted. “We’re now entering a decade defined by hyperscale expansion.”

Applied Digital Strikes $5 Billion AI Infrastructure Deal with U.S. Hyperscaler

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Applied Digital (APLD.O) announced on Wednesday that it has signed a $5 billion, 15-year lease agreement with a U.S.-based hyperscaler for 200 megawatts (MW) of capacity at its Polaris Forge 2 data center campus in North Dakota, solidifying its position as a major player in AI infrastructure development. The deal sent Applied Digital’s shares up 4% in premarket trading.

The agreement is expected to generate about $5 billion in contracted revenue over its term and reflects the surging demand for high-performance compute capacity driven by the rapid adoption of artificial intelligence applications. Tech giants and AI developers are racing to secure energy-intensive infrastructure capable of training and deploying advanced language and vision models.

With this latest contract, Applied Digital’s total leased capacity across its Polaris Forge 1 and 2 campuses now reaches 600 MW, marking a significant milestone in its expansion strategy. The company also recently finalized a separate 150 MW lease with CoreWeave (CRWV.O) earlier this year, underscoring its growing role as a key infrastructure provider for the AI ecosystem.

Applied Digital’s stock has soared more than 325% in 2025, buoyed by investor enthusiasm for companies building AI-ready data centers capable of handling the computational load required by large language models and generative AI systems.

Industry analysts say the deal highlights how AI infrastructure has become the new frontier of big tech investment, with hyperscalers — massive cloud computing companies such as Google, Amazon, and Microsoft — locking in long-term capacity agreements to meet explosive AI demand.

The company’s Polaris Forge complex in North Dakota is one of several U.S. projects focused on delivering high-density compute environments optimized for AI workloads. Applied Digital said the partnership will also support future energy efficiency improvements and renewable power integration, aligning with broader sustainability goals across the data center industry.