The Frontier Leaders · SB Energy

SB Energy

United States · sbenergy.com

SB Energy is building and will operate the Stargate Milam County data center project, leased to OpenAI for AI compute.

AI Core · watchlist · score 79

Positioning

SoftBank's US energy developer (Ares co-owner), selected by OpenAI to build and operate the 1.2 GW Stargate campus in Milam County, Texas with its own solar and storage, after a $1B equity injection from OpenAI and SoftBank; 3 GW of operating solar and a 15 GW pipeline.

Latest signals

  • American Electric Power’s contracted large loads rose 22% to 84 GW, driven mainly by an Ohio data center.Utility Dive

1 signals name SB Energy. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • 100-500mRevenue band · OpenAI site; paragraph 3abd28ca
  • Ports Pike project; 20-year lease to OpenAIPartnership · OpenAI site; paragraph 3abd28ca
  • First Milam County building framed; delivery by October 2026Deployment · Epoch AI satellite review
  • Studio 151 acquiredOwnership change · OpenAI, SB Energy release, CNBC

7 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment6
Production8
Commercials6
Progress10
Technology6
Positioning8
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Categories

AI CoreAI Infra · Data center build & operate / Hyperscale developers

Questions this page answers

What does SB Energy do?

SB Energy is building and will operate the Stargate Milam County data center project, leased to OpenAI for AI compute. SoftBank's US energy developer (Ares co-owner), selected by OpenAI to build and operate the 1.2 GW Stargate campus in Milam County, Texas with its own solar and storage, after a $1B equity injection from OpenAI and SoftBank; 3 GW of operating solar and a 15 GW pipeline.

Where does SB Energy rank in ai core?

SB Energy is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 79 out of 100, below the Top 100.

Where is SB Energy based and when was it founded?

SB Energy is based in United States.

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