🖥 The Information provides insights into the Stargate deal involving OpenAI:

- Concerns about Microsoft: Sam Altman was worried that Microsoft wasn't providing enough computing capacity for OpenAI to compete effectively, especially as Elon Musk launched a data center in just 3.5 months compared to Microsoft's 18 months.

- Data and Computing Expansion: Altman has been focused on enhancing OpenAI's access to data and computing power as essential for developing AGI and advancing scientific research.

- Stargate's Purpose: The Stargate initiative aims to provide OpenAI with a significant amount of affordable computing power exclusively for its use.

- Revenue Goals: OpenAI seeks to increase its revenue from $4 billion in 2024 to $12 billion in 2025, with a long-term goal of reaching $100 billion by 2029. Stargate members are considering the option to offer computing power to other companies if OpenAI's growth falters.

- Collaboration with Oracle: After Musk opted to build his own data center, Altman partnered with Oracle and Crusoe to construct a new data center in Texas for OpenAI, significantly increasing their computing resources.

- Future Expansion: Oracle has leased a 1.2 GW campus in Abilene, which will expand to 2 GW by mid-2026, with a total investment of $100 billion planned for the project.

- Oracle's Position: Oracle's CEO has close ties to both Trump and Musk, providing an incentive to support OpenAI, with Oracle's shares rising 16% following the announcement.

- Strategic Moves: Altman has maneuvered politically to secure support for OpenAI amid increasing influence from Musk, culminating in a White House announcement of the Stargate project shortly after Trump took office.