OpenAI Raises Infrastructure Investment Plan to $750 Billion

OpenAI has raised its infrastructure investment scale to $750 billion by 2030. This is about 25% more than the figure announced earlier this year, and comes amid delays to the Stargate data center project.

The first major project is 'Project Camellia,' a $20 billion data center campus on a 1,400-acre site northwest of Savannah, Georgia. It will receive at least 3.2 gigawatts of power from Georgia Power, with operations expected to begin sometime between 2028 and 2032. OpenAI will bear the full cost of infrastructure and electricity, and has agreed to reduce power usage by up to 1 gigawatt during demand surges.

According to Georgia Power's regulatory filings, most of the new power capacity will come from natural gas, a level that would more than double Georgia Power's natural gas facilities. The remainder will be covered by large-scale batteries and solar power.

OpenAI has hired Brett Mayo, who led the construction of xAI's Colossus data center, to head its data center construction efforts. Colossus was completed at a record pace, but faced lawsuits after its unpermitted natural gas turbine operations caused air quality issues.