Lines of Thought / Organisation
Oracle: every development we track
3 developments and 3 rules, in date order. Built automatically from every development involving this organisation.
- Rule · In forceAENational AI Strategy 2031
- OpenAI, SoftBank, Oracle and MGX launch $500bn Stargate data-centre venture
It set the gigawatt scale that every other frontier lab, chip supplier and utility has since had to plan around.
Also on Power is the bottleneck
- Stargate UAE: 1GW OpenAI cluster planned in Abu Dhabi, first 200MW due in 2026
It tied US chip access to sovereign AI investment deals, a template for later US approvals of advanced-chip exports to the Gulf.
- US moves UAE into top export tier, opening licence-free AI chips to approved users
It codifies the approved-entity model for exporting the US AI stack to partners, and lawyers expect it to be the template for any other Gulf or strategic partner given similar treatment.