Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock

Listen

Listen to the audio episode

Read the episode transcript

Show notes

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and navigate federal-state boundaries.

In this episode

1. OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites — OpenAI

   # OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites | OpenAI [Skip to main content](https://openai.com/index/five-new-stargate-sites#main) [](https://openai.com/) * [Research](https://openai.com/research/index/) * Products * [Business](https://openai.com/business/) * [Developers](https://openai.com/api/) * [Company](https://openai.com/about/) * …

2. Step Back — Stargate just named five more AI data-center sites — so how do we tell which of these are real, executable gigawatts versus land-banked options or narrative management? What documents or market signals should we trust most: interconnection status, utility tariffs, substation work, turbine orders, water permits, financing commitments, or something else?

   Background sources

   • What the Michigan Stargate site says about today’s AI market | Latitude Media — Scott Clavenna
   • The Rise of the Private Grid - by Tara Tan — Tara Tan
   • Stargate, the AI data center project, is operational in Abilene TX — Lana Ferguson
3. FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer — Law Offices of Snell & Wilmer

   [Skip to Main Content](#content) * [Media](https://www.swlaw.com/media/) * [All Publications](https://www.swlaw.com/publications/) ## Publication # FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next Apr 21, 2026 By [Ryan J. Regula](https://www.swlaw.com/people/ryan_regula/) The Federal Energy Regulatory Commission…

Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.