SoftBank Group ↔ OpenAI
Underlined names link to vendor commitments.
Project Stargate: SoftBank, OpenAI, Oracle, MGX commit $500B over four years to US AI infrastructure
OpenAI announced Project Stargate at the White House: a joint venture with SoftBank, Oracle, and MGX committing to invest $500 billion over four years to build new AI infrastructure for OpenAI in the United States, beginning with a $100 billion initial deployment in Abilene, Texas. SoftBank holds financial responsibility for the venture and Masayoshi Son chairs the board, while OpenAI holds operational responsibility. The structure is the canonical example of the sovereign-trade-capacity pattern: a frontier lab anchors a sovereign-backed compute joint venture rather than buying capacity from a hyperscaler.
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