Oracle(US:ORCL) Youtube·2025-09-23 21:39Core Insights - Oracle and OpenAI have announced the establishment of five new Stargate sites across Texas, New Mexico, Ohio, and an undisclosed Midwest location, which is expected to boost stock performance after a 4% drop during regular trading hours [1] - The initiative is projected to reach nearly 7 gigawatts of power and over $400 billion in investments over the next three years, indicating significant growth potential in the sector [2] - The demand for infrastructure is broad-based across the industry, with Oracle's new CEO expressing confidence in sustained demand and not worrying about a market bubble [3] Investment and Market Dynamics - OpenAI's CEO emphasized that the scale of construction is essential to meet the explosive growth of AI, highlighting the unique infrastructure requirements compared to previous technological revolutions [4] - OpenAI's trajectory indicates a need for increased computational power to enhance the quality of AI intelligence, reinforcing the necessity for substantial infrastructure investments [5] - The recent partnership between Nvidia and OpenAI, valued at $100 billion, further underscores the urgency for infrastructure development in the AI sector [5] Power and Infrastructure Requirements - Both Nvidia and Oracle stocks experienced a decline but showed recovery in after-hours trading, suggesting renewed investor interest in AI-related ventures [6] - OpenAI has received interest from nearly 800 partners across North America for potential facilities, indicating a strong demand for infrastructure to support AI operations [8] - The total power requirement is projected to reach 17 gigawatts, marking an unprecedented infrastructure buildout in the U.S. [9]