OpenAI commits $750B to infrastructure through 2030, launches Georgia data center

OpenAI's $750 billion（約120兆円） commitment reflects the staggering capital intensity of building large-scale AI infrastructure. The announcement comes as the company's Stargate data center project has stalled, suggesting Project Camellia may represent a pivot in strategy or a more achievable path to securing power and land. By securing a Georgia location, OpenAI gains access to the Southeast's growing utility infrastructure and favorable tax treatment—critical when competing for scarce electricity resources.

The power challenge looms large. Georgia Power has approved 9,885 megawatts of new capacity, with OpenAI's deal accounting for roughly a third. Regulatory filings show most of that new capacity will come from natural gas—5.8 gigawatts total, more than doubling Georgia Power's natural gas fleet—alongside grid-scale batteries and solar. The split between gas, battery, and renewable sources for Project Camellia specifically remains unconfirmed, but the broader buildout signals reliance on fossil fuels. This echoes concerns raised about xAI's Colossus data center in Memphis, where Brett Mayo (now leading OpenAI's data center construction) previously worked; that facility has faced environmental litigation over unpermitted natural gas turbines.

The timeline suggests electricity may arrive in 2028–2032, but GPU deployment could begin earlier. Mayo's track record at Colossus, built in record time, hints at OpenAI's urgency—though it also invites scrutiny over environmental corners that may be cut.