OpenAI

Recent news

• Jun 15, 2026

  Adani Group Partners With Jabil To Build AI Data Infrastructure

  Adani Group has partnered with US-based Jabil Inc to build vertically-integrated AI and data centre manufacturing capacity in India.

  • Partnership announcement: Adani Group and Jabil Inc will set up multi-gigawatt manufacturing capacity in India to produce AI-ready hardware (liquid-cooled AI racks, servers, storage, networking) and supporting infrastructure components (power distribution units, coolant distribution units, transformers, switchgears, thermal management). The companies are finalising operational frameworks and formal documentation, with no definitive timeline announced.
  • Background and related commitments: Adani previously committed $100 Bn to develop renewable-energy-powered hyperscale AI-ready data centres by 2035. The article also cites a projected $3 Tn global AI compute infrastructure market over the next seven years, Amazon’s $12.7 Bn cloud investment in India by 2030, Reliance–Meta’s 168 MW AI-enabled data centre in Gujarat within two years, OpenAI’s planned 1 GW data centre in partnership with TCS, and an Uber–Adani data centre expected to become operational later this year.
• Jun 11, 2026

  Why data centers are key issue in Michigan’s Democratic Senate primary

  Democratic Senate candidates McMorrow, Stevens, and El‑Sayed said they do not support a statewide data center moratorium.

  • Main announcement: None of the three Democratic candidates support a moratorium on data centers; instead they propose regulatory and fiscal measures — McMorrow calls for data center companies to pay for energy, grid upgrades, taxes, and union wages; Stevens emphasizes protecting ratepayers and introduced the Stop Unfair Electricity Prices Act; El‑Sayed supports banning state/local tax breaks and NDAs and released “terms of engagement” for data centers.
  • Background and details: A May poll found 7 in 10 Americans oppose data centers near their homes; Michigan has proposed state moratorium bills and a federal bill (S.4214) has been filed; Gov. Gretchen Whitmer supports tax breaks and signed data center tax-exemption legislation; unions (UWUA, Iron Workers Local 25, UAW) have issued endorsements or taken positions relevant to candidates and data center projects.
• Jun 11, 2026

  Google Cloud outage after Delhi facility fire raises questions about India’s digital resilience

  Google Cloud reported service disruptions across parts of India following a fire at a third-party facility that forced an emergency power shutdown.

  • Main action: According to Google Cloud’s incident report, the disruption began on June 9, 2026 at 11:22 PDT (23:52 IST) after a fire at a third-party facility forced an emergency power shutdown, isolating a non-compute local Point of Presence (PoP) in Delhi, reducing local network capacity, and causing elevated latency and packet loss across Delhi, Mumbai, and Chennai; Google implemented traffic mitigation and Internet Edge peering augmentation and reported “There is currently no available workaround.”
  • Background & context: The article highlights India’s accelerating data centre expansion (installed capacity ~1.5 GW today, projected 6.5 GW by 2030), projected ~0.5% national electricity consumption and 150 billion litres of water use annually, concerns about geographic concentration in water-stressed regions, scrutiny of a hyperscale Google site in Tarluvada, Andhra Pradesh (Human Rights Forum requested suspension of its environmental clearance), and the DPDP Act implementation phased through 2026 and 2027 with unresolved data localisation and infrastructure-resilience gaps.
• Jun 10, 2026

  OpenAI weighs Nvidia-backed lease for 10 GW Ohio data center campus

  OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus near Piketon, Ohio, with Nvidia potentially providing hardware and guaranteeing lease and developer financing; the lease would give OpenAI control of computing equipment under a 20-year term and the first phase is expected in 2028.

  • Main announcement: OpenAI is negotiating to lease a 10-gigawatt campus in southern Ohio, control the compute equipment under a 20-year lease, begin payments when the site starts operating, and the first phase is expected in 2028; Nvidia may supply hardware and guarantee OpenAI’s lease obligations and the developer’s financing.
  • Background and details: The campus buildout is reported to cost at least $500 billion at current chip/power/construction prices; the site aligns with a U.S. Department of Energy partnership where SB Energy (SoftBank Group) committed to build 10 GW of new generation (at least 9.2 GW natural gas) plus billions of dollars in transmission infrastructure; the negotiations are reported and remain unresolved on financing, permitting, and timelines.
• Jun 9, 2026

  AI power efficiency the target of Lotus Microsystems energy advances

  Lotus Microsystems has introduced vStrata, a new power-delivery architecture aimed at improving data center power efficiency.

  • vStrata announcement: Lotus unveiled the vStrata platform built around proprietary Power Interposer Technology (PIT) and a vertical power delivery (VPD) chip/package that delivers power through the package stack; the first module LSC0580 engineering samples are scheduled to ship in Q3 2026. Lotus claims point-of-load efficiencies up to 96% and power-conversion loss reductions of more than 50% versus conventional approaches; vStrata is delivered as power supplies and is not suitable for retrofitting into existing server racks but is compatible with existing power-management controllers and reference designs; Lotus is working with major server vendors and hyperscalers on adoption.
  • Background and technical details: vStrata shortens current paths and integrates thermal management into the power-delivery structure using a silicon substrate to remove heat, which Lotus says can reduce cooling energy and water consumption and may allow retention of air cooling instead of liquid cooling; CEO Hans Hasselby-Andersen provided quoted explanations and noted the lack of an industry standard server power-supply footprint as a barrier to retrofitting. The article is reporting Lotus’s product announcement and technical claims (Network World, authored by Andy Patrizio).
• Jun 8, 2026

  The AI Demand Dilemma: Utilities Confront Speculative Growth

  Utilities across the US are rewriting tariffs, demanding financial guarantees, and altering transmission and procurement plans to avoid building infrastructure for speculative AI-related data center load requests.

  • Main action: Utilities (notably AEP and Duke Energy) are tightening large-load rules and requiring financial commitments to move projects forward: AEP winnowed more than 30 GW of preliminary requests to ~13 GW for formal studies and 5.6 GW with signed Electric Service Agreements; AEP proposed requiring customers to commit to paying for 90% of requested capacity for a decade before the utility builds supporting infrastructure. These measures include specialized large-load tariffs, collateral/minimum-usage guarantees, and phased energization schedules to limit ratepayer exposure.
  • Background and implementation details: Regulators and reliability bodies (NERC, ERCOT, FERC) are developing new categories and study frameworks (e.g., Computational Load Entity, batch study processes) and reliability guidance. Utilities are expanding financing and procurement: Duke extended a $10 billion master credit facility through 2031 and raised its five-year capital plan to $103 billion; AEP raised its five-year capital plan to $78 billion. Industry forecasts and planning estimates include Wood Mackenzie projecting the US data center electrical equipment market could grow to $65 billion by 2030, and Grid Strategies/ACEG estimating roughly 5,000 miles of new high-capacity transmission annually through 2035 (fewer than 1,000 miles built in 2024).
• Jun 5, 2026

  Allen Park planners reject proposed data center: ‘We’re gonna celebrate with one eye open’

  The Allen Park Planning Commission voted 7-2 to deny approval for a 26-megawatt Solstice Data center and recommended a six-month moratorium on data center developments.

  • Main action: The Planning Commission denied preliminary site plan approval for the Solstice Data facility (26 MW) citing zoning noncompliance, missing information, inadequate engineering studies, and an insufficient sound study; the commission also passed a resolution recommending a six-month moratorium on data center developments to allow the city to draft ordinance language covering water use, noise, and trucking. The City Council could consider the moratorium as soon as next week.
  • Background and next steps: Developers (Solstice Data) say the project can be built “by right” if zoning rules are met and indicated plans to return with a revised site plan on Aug. 6; the moratorium is intended to produce an ordinance addressing resource use and impacts. Nearby and regional actions include an EGLE virtual public hearing (Jun 16, 2026, 6:00 PM) for a Van Buren Township data center (Application No. HQH-Q48N-1818Y) and an MPSC commission meeting on Jun 11, 2026, 1:00 PM (public comment opportunities).
• Jun 5, 2026

  AirTrunk To Invest $30 Bn In India To Set Up 5 GW Data Centre

  AirTrunk has announced a proposed investment to develop data centre capacity in India.

  • AirTrunk announced a proposed $30 Bn (nearly ₹3 Lakh Cr) investment to develop over 5 GW of data centres in India by 2030, and said this would be among the largest digital infrastructure initiatives being considered in the country. The announcement follows AirTrunk’s April 2026 acquisition of Lumina CloudInfra which provided an initial 600 MW pipeline across Mumbai, Chennai and Hyderabad.
  • Company and government engagements: AirTrunk founder and CEO Robin Khuda met Prime Minister Narendra Modi and senior central/state officials; meetings covered infrastructure, energy needs and policy support. The article also references India initiatives including the IndiaAI Mission and the ₹76,000 Cr (~$9 Bn) India Semiconductor Mission, and notes other corporate projects (Uber–Adani, OpenAI–TCS 1 GW plan, Amazon $12.7 Bn cloud investment by 2030).
• Jun 4, 2026

  From Data Centers to Models: White House Targets AI Risk at the Source

  The White House issued an executive order directing federal agencies to establish a voluntary process for pre-release evaluation of “frontier” AI models that could pose risks to national security or critical infrastructure.

  • Main action: The order creates a voluntary federal review framework for frontier models (large foundation and reasoning models) to allow government evaluation before public release when systems could affect critical infrastructure, financial networks, government operations, healthcare, emergency services, or national security; the order does not create mandatory licensing or permitting requirements and emphasizes participation is voluntary.
  • Background and implementation details:NIST CAISI has agreements with Google DeepMind, Microsoft, xAI, Anthropic, and OpenAI to conduct pre-deployment evaluations that examine capabilities including cybersecurity, biosecurity, and chemical hazards; the order signals implications for data centers (demand for secure pre-release test environments, strict access controls, telemetry, audit capabilities), and federal actions include the DOE identifying 16 federal sites for data center support and the NLR’s Agora testbed for grid integration.
• Jun 4, 2026

  From Data Centers to Models: White House Targets AI Risk at the Source

  The White House has issued an executive order directing federal agencies to establish a voluntary review process for certain “frontier” AI models before public release.

  • Main announcement: The executive order directs federal agencies to create a voluntary review framework for frontier AI systems that could pose risks to national security or critical infrastructure, asking agencies to evaluate models prior to public release and to coordinate across government. The order does not create mandatory licensing, permitting, or pre-clearance requirements and emphasizes voluntary participation by developers.
  • Background and implementation details: The order builds on existing testing agreements—NIST/CAISI has announced pre-deployment evaluations with Google DeepMind, Microsoft, xAI, Anthropic, and OpenAI; the Department of Energy (DOE) has identified 16 federal sites that could support data centers and energy infrastructure; agencies are focused on emergent capabilities (cybersecurity, biosecurity, chemical weapons) and on requirements for secure test environments, access controls, telemetry, and audit capabilities.
• Jun 4, 2026

  Replacing Diesel in AI-Scale Data Centers: Gas Engines, Turbines, and Steam

  This article analyzes a sector-wide shift: data center operators are moving from diesel backup toward natural gas reciprocating engines, gas turbines, and packaged-boiler-fed steam turbines.

  • Main action: Data centers and AI campuses are substituting diesel with on-site natural gas engines and turbines (and, where gas-turbine lead times are long, packaged boilers feeding steam turbines). Key, verifiable project details: 15 Wärtsilä Energy 18V50SG engines to supply nearly 300 MW at an Ohio project; Caterpillar received a 2 GW order from American Intelligence & Power Corp. for the Monarch Compute Campus (West Virginia) using Cat G3516 fast-response gas generator sets, with the 2,250-acre site potentially adding up to 6 GW more; mobile turbine units (e.g., Dynamis trailer-mounted 8–70 MW units; DT24 = 24 MW at 13.8 kV) and Certarus CNG logistics are being used as interim solutions, with Certarus supplying over 120 MW now and an additional 135 MW project slated to start in 2027.
  • Background and implementation details:Gas-turbine lead times have lengthened (reports of delivery pushed to the end of the decade for some large models), prompting use of mobile turbines and packaged boilers; Rentech notes packaged boiler lead times of ~1 year and states packaged boilers can feed steam turbines at efficiencies comparable to gas turbines during peak hours. The Oracle/OpenAI Stargate Abilene project uses a mix of GE Vernova LM2500XPRESS and Solar Turbines Titan 350 units and could consume as much as 1.2 GW. Analyst Shen Wang (Omdia) projects ~60 GW of new AI data center power capacity per year by 2030. The article is an analytical sector overview rather than a single-entity press announcement.
• Jun 2, 2026

  Water Emerges as a Critical Constraint for AI Data Centers

  Gradiant (Anurag Bajpayee) says water is becoming a strategic constraint for AI data centers and the company is deploying its HyperSolved platform with major hyperscale operators across multiple regions.

  • Main announcement: Gradiant is deploying its HyperSolved end-to-end cooling water management platform with several of the world’s largest hyperscale operators now across North America, Europe, and Asia, positioning water availability, reuse, discharge management, and community acceptance as business continuity and siting issues rather than only sustainability concerns. The company also promotes its SmartOps AI-driven operational platform and proprietary processes (CGE, CFRO) to enable high reuse and integrated operations.
  • Supporting details / background: Operator interest has surged in the past 12–24 months (most significant in the last 12 months); new AI campuses can consume water comparable to a city of 80,000 people; Gradiant offers MLD or ZLD architectures up to ~99% recycling, and Bajpayee states comprehensive water treatment infrastructure can cost on the order of about one percent of a data center’s capital cost. Deployments leverage treated municipal wastewater, industrial effluent, and integrated treatment + AI-driven controls; timing described as ongoing / now being deployed (no firm project-by-project timelines provided).
• Jun 1, 2026

  Data center news: Altman visits Saline data center, says it’s ‘huge bet’ on AI

  OpenAI CEO Sam Altman and Oracle executives visited the Saline Township construction site for a $16-billion data center campus dubbed “The Saline Barn.”

  • Main announcement: OpenAI and Oracle leaders, joined by Gov. Gretchen Whitmer, toured the Saline Township site for the $16-billion Saline/Stargate campus, with announced community investments including $10 million for the Saline Recreation Center; Oracle executive Clay Magouyrk said internal equipment costs could total $30-$40 billion.
  • Additional details & context:Google secured roughly $124 million in property tax breaks for a planned 1-gigawatt Van Buren Township data center while agreeing to pay $15.4 million for infrastructure and establish a $10-million energy/workforce fund; DTE Energy announced a $1.6-billion lithium iron phosphate battery purchase (1.5 GW across eight systems) to support data center growth; other developments include a tech-backed climate testbed initiative funding startups $500,000–$5 million through 2027, local moratoria and lawsuits, and U-M pushing a supercomputing facility despite local opposition.
• Jun 1, 2026

  SoftBank’s $85B France Bet Puts Power at Center of AI Race

  SoftBank has announced a major investment plan to build AI data center capacity in France.

  • Main announcement: SoftBank plans to invest up to €75 billion ($85 billion) and develop up to 5 GW of data center capacity across France, beginning with three sites in Dunkirk, Bosquel, and Bouchain, targeting 3.1 GW by 2031 and deploying €45 billion ($51 billion) across those three sites in the first phase by 2031; EDF has selected SoftBank as the preferred developer for a 400 MW campus at the former Bouchain thermal power plant.
  • Background and details: The move is part of SoftBank’s broader AI infrastructure activity (including investment in the Stargate initiative targeting up to $500 billion and 10 GW); the article notes a power-first site-selection trend, EDF marketing utility-owned sites with existing grid infrastructure, and references analyst commentary from Synergy Research Group, Omdia, and former DOE LPO director Jigar Shah.