Setback March 6, 2026 Stargate Abilene

Oracle/OpenAI scrap the Abilene expansion; Nvidia steers freed capacity toward Meta

The planned push beyond 1.2 GW (a ~600 to 800 MW expansion to ~2 GW) was dropped amid OpenAI's shifting demand and financing, power not ready at the site for about a year, and a winter-weather outage that strained OpenAI-Crusoe relations; OpenAI is prioritizing Nvidia Vera Rubin capacity elsewhere (incl. Wisconsin).

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