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Announced future capacity
Note: The doc says “30 GW by 2030 through Stargate.” Altman’s ~30 GW covers all partners (Stargate itself is 10 GW), and we found no 2030 date — so it is shown as undated. D4
Show data table
| Company | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | Announced, undated |
|---|---|---|---|---|---|---|---|---|---|
| OpenAI | 0.2 (actual) | 0.6 (actual) | 1.9 (actual) | 5–6 (forecast) | ≥10 (forecast) | — | — | — | ~30 GW total commitments (≈$1.4T), undated |
| Anthropic | — | — | 1.4 (estimate) | 5–6 (forecast) | — | — | — | — | ≥14.8 GW signed Oct 2025–Sep 2026 (+1–2 GW earlier), delivery over several years |
| Meta (Prometheus + Hyperion only) | — | — | — | 1 (forecast) | — | — | — | 3 (forecast) | Prometheus ~1 GW + Hyperion up to 5 GW 'over several years' |
Sources: Epoch AI, “Introducing the AI Chip Users Explorer” (2026-09-09); Epoch AI (Gradient Updates, opinion), “Frontier labs don't use most AI compute (yet)” (2026-05-20); Axios, “OpenAI wants to get to $1 trillion a year in infrastructure spend, Altman says” (2025-10-28); DatacenterDynamics, “Anthropic signed $517bn in compute agreements in past 11 months” (2026-09-07); Reuters (via Investing.com), “Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows” (2026-09-29); Meta Careers blog, “Why networking infrastructure is critical for AI innovation” (2025); TechCrunch, “Mark Zuckerberg says Meta is building a 5GW AI data center” (2025-07-14)
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