STARGATE 2026

Infrastructure Intelligence Dashboard | Real-time Portfolio Analysis

Total Capacity
15.0 GW
↑ 32% Market Share
Total GPUs
2.0M
↑ 2M+ units
Total CapEx
$600B
⚠ Financing Risk
Employment
6.7K
↑ Jobs Created
Investment Thesis

OpenAI

$12B → $100B revenue (2025-2028)

🔴 Counterparty Risk: Must 8.3x revenue

Oracle

$6B → $18B OCI revenue (2025-2029)

⚠ 24% revenue tied to OpenAI

NVIDIA

$163B → $175B revenue (2025-2028)

✓ $50-100B GPU upside

Real-Time Risk Scorecard
Counterparty
15% prob
Technology
25% prob
Market
20% prob
Financial
30% prob
Energy
35% prob
Geopolitical
10% prob

STARGATE 2026 Intelligence Dashboard | Data as of January 26, 2026 | For informational purposes only