Stargate Data Center Expansion | Why It Collapsed
Oracle and OpenAI have abandoned a 600 MW expansion of the Stargate data center campus in Abilene, Texas, after financing talks stalled and demand forecasts shifted. This analysis breaks down the three structural failure modes behind the collapse, Nvidia’s $150 million intervention to secure GPU placement, and the four decision-framework questions every CTO and CFO building AI infrastructure must pressure-test now.