Morris: OpenAI redefined Stargate to include any rented data center
Stephen Morris · Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars · Jul 28, 2025 · at 29:35
Financial Times San Francisco Bureau Chief Stephen Morris discusses how OpenAI shifted its definition of the Stargate initiative amid delays in the formal partnership.
0:00 / 0:28exact quote · 28.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or sovereign wealth linked fund in the Middle East that was going to provide a lot of money. Now open AI said any data center that we rent, because remember they don't build it themselves, that's Stargate, which is obviously not what they said in January.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Stephen Morris
Morris: Microsoft disclosed 45% of future Azure contracts are tied to OpenAI
“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”
Morris: SpaceX is targeting a $50B raise at a $1.5T valuation
“Yeah, I mean, we're hearing 50, potentially raising fifty billion at a 1.5 trillion valuation.”
Morris: Musk's Politics and Trump Fallout Make Him a Liability for Tesla
“There's no delaying that through his politics and his fallout with Trump, he's become a bit of a liability to the company.”
Morris: Anthropic has probably lost the consumer AI battle to OpenAI
“I mean, it's probably already lost the kind of consumer app battle to open AI with Google, you know, making some small inroads in that, but not really for a company of its size.”
Morris: AI's biggest prize is replacing enterprise SaaS like Workday and Salesforce
“The real money, like the stickiness is getting these big multi-year, 10 to a hundred million dollar contracts with, you know, existing public companies, you know, to go in there and like replace a lot of the staff, the SaaS software that they already have in t…”