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OpenAI Commits to Giant U.A.E. Data Center
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What's up: What ‘Sovereign AI’ means for chip makers; Anthropic unvels two new models; OpenAI had a week.
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Good morning, CIOs. OpenAI said it was partnering with United Arab Emirates firm G42 and others to build an AI data center in Abu Dhabi, the ChatGPT maker’s first large-scale project outside the U.S., the WSJ's Eliot Brown reports. OpenAI and G42 said Thursday the data center, dubbed Stargate UAE, would have a capacity of 1 gigawatt, putting it among the most powerful in the
world.
The data-center project is the result of months of negotiations between the Gulf petrostate and the Trump administration that culminated in a deal last week to allow the U.A.E. to import up to 500,000 AI chips a year, people familiar with the deal have said.
The news caps a busy week for OpenAI. On Wednesday, startup Crusoe said it secured $11.6 billion in funding to push ahead with an expansion of a data center planned for OpenAI in Texas. The company also announced it was purchasing former Apple designer Jony Ive’s startup for $6.5 billion.
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Editor's note: The Morning Download won't be published Monday in observance of Memorial Day. We will be back Tuesday.
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Content from our sponsor: Deloitte
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From Lab to Market: Data-as-a-Product in Life Sciences
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A data-as-a-product approach can enable life sciences organizations to centralize and standardize data stewardship, helping to accelerate the R&D journey from drug discovery to launch. Read More
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Nvidia chips unpacked last year at a data center in India. Photo: Dhiraj Singh/Bloomberg
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Nvidia is often thought of as the pre-eminent arms dealer for the artificial-intelligence age. Much is riding on the chip maker’s not actually being treated like one, says the WSJ's Dan Gallagher.
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“AI is going to be part of a national infrastructure the way telco is part of a national infrastructure”
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— Nvidia Chief Executive Jensen Huang, at a January meeting of analysts
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In the Gulf last week Nvidia made good on that concept, which Huang has described previously as "sovereign AI."
Sovereign AI projects can help Nvidia, AMD and other chip companies reduce their reliance on the deep pockets of hyperscalers. The flip side is that AI chips are now a highly politicized business, says Gallagher.
Sovereign AI exposes chip companies to levels of geopolitical intrigue normally associated with defense contractors. That could produce lots of unpredictability for Nvidia and its peers. Read the story.
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🎧 Why Austin is falling out of favor for tech workers. Austin, Texas became a tech-hub darling about five years ago. But WSJ CIO Journal reporter Isabelle Bousquette reports on exclusive data that show the city is losing talent now to their coastal counterparts San Francisco and New York.
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Anthropic announced two new models, Claude Opus 4 and Claude Sonnet 4, both optimized for coding and solving complex problems, it says. Microsoft this week said that the new models will power AI agent features in GitHub Copilot, the Information reports.
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A WSJ essay argues that the masses, and not professional software developers, stand to gain the most from the flood of AI coding tools. Are you feeling that vibe?
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Apple is aiming to have Siri-enchanced smart glasses on the shelves by the end of 2026, Bloomberg reports. Kitted with cameras, microphones and speakers, the glasses will go up against Meta Platforms's Ray-Bans smartspecs, which have gained traction among customers since their 2021 debut. Google earlier this week announced a partnership with both Warby Parker and the luxury fashion house Kering to develop its own artificial intelligence-powered glasses.
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Emory Healthcare said it plans on rolling out Apple products at one of its hospitals, a move partially inspired by last year’s CrowdStrike outage, CNBC reports. While the incident “paralyzed” devices throughout the health system, Apple products kept working, it said. The new Apple products will be integrated with health record software from Epic Systems.
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Human-resources software company Workday logged higher first-quarter revenue and reaffirmed its full-year outlook as sales in its key subscription segment continue to rise, WSJ reports.
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This Week on WSJ CIO Journal
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Here is our weekly roundup of stories from across WSJ Pro that we think you'll find useful.
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PepsiCo is pushing back its climate goals. Its sustainability chief says the world “was a very different place” when it set its targets.
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An AI-generated PR pitch succeeded in generating attention—and hostility.
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Former audit regulators, academics and investors are preparing to fight the proposed elimination of an accounting oversight board created after Enron.
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Coming Up: The Future of Everything
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Designed for the ascending C-suite, The Future of Everything is an exclusive, invite-only event offering rising leaders unparalleled access to insights from influential speakers and emerging technologies that are transforming industries.
Featured speakers include:
Chris Cocks, CEO, Hasbro
Ron Howard, filmmaker; founder & executive chairman, Imagine Entertainment
Scott Kirby, CEO, United Airlines
Brad Lightcap, COO, OpenAI
Jonathan Ross, founder and CEO, Groq
…and more.
If you would like to request an invitation for you or your team, please visit our website or contact foe@wsj.com.
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Everything Else You Need to Know
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The nation’s biggest banks are exploring whether to team up to issue a joint stablecoin, a step intended to fend off escalating competition from the cryptocurrency industry. (WSJ)
The Trump administration is weighing a withdrawal of thousands of American troops from South Korea, a move that could stir new anxiety among allies worried about the White House commitment to Asia. (WSJ)
The Trump administration is yanking Harvard University’s authorization to enroll foreign students, a major escalation and financial blow in the government’s pressure campaign against the nation’s most prominent university. (WSJ)
The killing of two Israeli embassy staffers in Washington, D.C., by a suspect who shouted “Free Palestine!” heightened fears at Jewish institutions Thursday as they strengthened security and vigilance. (WSJ)
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