Three senior leaders behind OpenAI’s Stargate initiative, including Peter Hoeschele, Shamez Hemani, and Anuj Saharan, are departing together for a new, unnamed company, signaling a notable shakeup in the firm’s infrastructure leadership. At the same time, OpenAI is pivoting away from building its own data centers toward renting massive compute capacity, with an ambitious target of $600 billion in compute over five years – let that sink in for a moment. Despite internal changes, the company is doubling down on scale, aiming to surpass competitors like Anthropic by rapidly expanding from ~2 gigawatts today to over 10 gigawatts by 2027, reinforcing its aggressive push to dominate AI infrastructure.

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