OpenAI CEO Sam Altman met with roughly 50 senior Samsung executives at the company's Resources Development Center in Yongin, with discussions focused on AI technology direction and future business opportunities rather than a new memory supply deal. Samsung confirmed the talks built on an October 2025 letter of intent covering AI infrastructure cooperation, including memory chips for OpenAI's Stargate project. The meeting follows Altman's recent remarks suggesting underused DRAM in personal computers should instead support data centers.
tomshardware.com
· 2026-11-01
OpenAI's infrastructure lead Sachin Katti announced he is leaving the company after about a year, with his last day set for Nov. 15. He will remain as an advisor, while Uday Ruddarraju, currently OpenAI's CTO of compute, will take over leadership of the compute organization.
cnbc.com
· 2026-10-14
The 10-year Treasury yield has climbed to about 5.17%, its highest level since 2007, pushing up the cost of debt for AI infrastructure companies. JPMorgan Chase has estimated $4.1 trillion in AI-related debt could be issued through 2030, and this week SoftBank sold $11.1 billion in junk bonds with yields as high as 9.75% for a 7-year tranche.
cnbc.com
· 2026-09-27
Oracle sent a force majeure notice to lender Blue Owl Capital over a $18 billion hyperscale data center in New Mexico that is part of Trump's Stargate AI initiative, according to Bloomberg. The move shields Oracle from liability tied to missing certain development permits, as the facility, meant to run on 2.45 gigawatts of power, faces delays after Oracle scrapped a planned natural gas plant and pivoted to unproven solid oxide fuel cell technology.
futurism.com
· 2026-09-25
Oracle sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, according to Bloomberg. The notice would let Oracle delay payments if the facility fails to meet its 2028 launch target, though the company says it isn't trying to exit as the site's main tenant. Both Oracle and Blue Owl Capital, whose unit received the notice, say the project's financial commitments remain unchanged and construction is on schedule.
techcrunch.com
· 2026-09-24
Anthropic and OpenAI are pursuing agreements for existing, smaller data center facilities with roughly 20-30 MW of capacity in the UK, Nordic countries and the US, according to a CNBC report citing sources familiar with the talks. This comes even as both companies have already committed tens of billions of dollars toward massive gigawatt-scale AI infrastructure projects, including Anthropic's $45 billion Nscale deal and OpenAI's expanding Stargate commitments.
tomshardware.com
· 2026-09-22
Oracle has requested proposals for 2 gigawatts of renewable energy in New Mexico as it faces local protests and legal challenges over the $165 billion Project Jupiter data center it's building with OpenAI in Santa Teresa. The facility, part of the Stargate AI infrastructure initiative, will still run on natural gas-powered fuel cells rather than direct renewable power, and analysts note the renewable investment is a 'synthetic' match rather than a direct power source for the site.
arstechnica.com
· 2026-09-11
OpenAI Korea's Harrison Kim disclosed that OpenAI and Samsung are collaborating on production and research for next-generation chips, though he gave no specifics on the chips or Samsung's exact role. He also revealed Samsung has become one of the largest global enterprise deployments of ChatGPT, with staff across multiple markets using it for research, marketing and sales.
techspot.com
· 2026-09-10
OpenAI has released GPT-6 Astra, a model trained on over 100,000 GPUs at its Texas Stargate site, marking the first time OpenAI used other AI models to help supervise training. President Greg Brockman described it as a 'generational leap' and hinted it could mark the arrival of artificial general intelligence. The model will roll out first to select partners in OpenAI's Daybreak Access program before reaching ChatGPT Plus, Pro, Business, Enterprise and API users.
slashdot.org
· 2026-09-03
Chris Malone, who led OpenAI's data center strategy after joining from Meta and Google in March 2024, has left the company. OpenAI confirmed it recently restructured its infrastructure organization, shifting oversight so that Malone no longer reported to President Greg Brockman but instead to VP Sachin Katti before his exit. The company says several other executives, including Uday Ruddarraju, Brent Mayo and Spas Lazarov, remain in charge of its data center efforts.
techcrunch.com
· 2026-08-26
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