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OpenAI raises compute spending forecast to $750b

OpenAI has raised its projected compute spending through 2030 to about US$750 billion from US$600 billion.

The increase comes as the company relies more on cloud partners and its own infrastructure.

The reported US$500 billion Stargate initiative with Oracle and SoftBank has progressed slowly amid disputes over site ownership and control.

OpenAI said it will invest US$20 billion in Project Camellia in Effingham County, Georgia.

The data center campus will have four buildings on about 101 acres in the Savannah Gateway Industrial Hub, with 3.2 gigawatts of power to be delivered in phases from 2028 to 2032.
The project also reportedly includes up to 1 gigawatt of flexible demand response, which would allow Georgia Power to curb the data center’s electricity use during peak periods.

OpenAI still expects most of its compute capacity to come from partners.

Industry tracking has described the company’s broader infrastructure strategy as multi-cloud after OpenAI expanded deals beyond Microsoft.

Georgia Power said new large-load contracts require upfront payments and financial guarantees to help shield other customers.

Critics of the utility’s forecasts have warned that data center demand could lead to unnecessary power generation and higher system costs.

🔗 Source: Cailianshe

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