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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.

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.

Cellnex sells French data center arm Towerlink France for €391 million

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Cellnex (CLNX.MC), Europe’s largest mobile tower operator, announced on Friday that it has agreed to sell its French data center unit, Towerlink France, to Vauban Infra Fibre for €391 million ($458 million).

The Spanish company said the deal, made through its French subsidiary, will be fully settled in cash upon completion. The transaction covers 99.99% of Towerlink France’s share capital.

The sale marks another key step in Cellnex’s strategic shift from aggressive acquisitions toward strengthening its balance sheet and focusing on its core telecom infrastructure business.

In September, Reuters reported that Cellnex had been in talks with advisers to divest its French data center operations as part of broader restructuring efforts. Towerlink France operates the company’s main data center activities in the country.

The move follows a string of recent asset sales aimed at reducing debt and improving liquidity. Earlier this year, Cellnex sold its Austrian operations for €803 million and its Irish business for €971 million, freeing up significant capital.

Analysts say the divestments reflect a pragmatic approach by the company to consolidate around its core telecommunications tower business, which remains highly profitable amid Europe’s accelerating 5G rollout.