Microsoft has reached an agreement to lease a data center project in Abilene, Texas, originally intended for Oracle and OpenAI. The site, with a capacity of approximately 700 megawatts, is located near the Stargate campus, a major artificial intelligence infrastructure project spearheaded by the two partners. According to reports from the Wall Street Journal, Microsoft struck a deal with developer Crusoe after the project was abandoned by its initial occupants.
The withdrawal of Oracle and OpenAI is reportedly linked to protracted financing discussions and evolving requirements from OpenAI. However, a source close to the matter indicates that existing agreements between the two companies remain unchanged. Neither Microsoft nor the other parties involved have officially commented on the reports.
This move comes amid massive investment by Big Tech in data centers, which are essential for the development of generative artificial intelligence services. These infrastructures, which require immense computing power, have become a major strategic priority to support the growth of tools such as ChatGPT and Copilot.
Microsoft Corporation is the world's leader in the design, development and marketing of operating systems and software programs for PC's and servers. The group also builds and sells computer equipment. Net sales break down by activity as follows:
- sale of operating systems and application development tools (42.9%): primarily for servers (Azure, SQL Server, Windows Server, Visual Studio, System Center, GitHub, etc.) and (Windows);
- development of cloud-based software applications (37.7%): programs for productivity (Microsoft 365; Word, Excel, PowerPoint, Outlook, OneNote, Publisher and Access), integrated management and customer relationship management (Dynamics 365), online file sharing and management (OneDrive), and unified and collaborative communications (Microsoft Teams);
- other (19.4%): primarily sale of software licenses (Windows), tablets (Microsoft Surface), video game consoles and software (Xbox), computer accessories, etc.
The United States accounts for 51.3% of net sales.
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