OpenAI has reached a new agreement with Oracle Corp. to rent about 4.5 gigawatts of data-center capacity across the United States, expanding the companies’ “Stargate” infrastructure programme, according to Bloomberg. The order represents one of the largest known single allocations of computing power for artificial-intelligence workloads. The electricity demand—roughly the output of several nuclear reactors and enough to supply millions of U.S. homes—will be met through a network of new and expanded Oracle facilities. Sites being evaluated include Texas, Michigan, Wisconsin, Wyoming, New Mexico, Georgia, Ohio and Pennsylvania, while Oracle’s existing Abilene, Texas campus is expected to grow from about 1.2 GW to 2 GW. People familiar with the matter say the arrangement accounts for at least part of a $30 billion-a-year cloud contract Oracle disclosed last week that starts in fiscal 2028. The deal underscores Oracle’s push to compete for generative-AI workloads and diversify OpenAI’s reliance on Microsoft Azure. Oracle shares rose as much as 5% to a record $229.98 following the report, extending their 38% gain this year.