Bloomberg 2026-03-10-1
Oracle and OpenAI End Plans to Expand Flagship Stargate Data Center
Nvidia paid $150M to a DC developer to ensure its GPUs — not AMD's — fill the expansion, making it an infrastructure intermediary, not just a chip vendor. The deeper signal: OpenAI's "often-changing demand forecasting" suggests even the largest training compute buyer is uncertain about forward requirements, cracking the infinite-linear-scaling thesis. Cooling failures taking buildings offline in winter are the first concrete evidence of operational fragility at hyperscale AI density.