Project Stargate is the most ambitious AI infrastructure investment in American history — a $500 billion commitment from OpenAI, SoftBank, Oracle, and a consortium of technology and investment partners to build AI data centers across the United States. But who actually builds it? The contractors, fabricators, power vendors, construction operators, and specialty service companies that form the Stargate supply chain are largely invisible to the public — and enormously valuable to every salesperson, vendor, and business wanting to reach them.
What Is Project Stargate?
Project Stargate was announced in January 2025, with an initial commitment of $100 billion scaling to $500 billion over four years. The buildout centers on AI compute infrastructure — massive data centers housing hundreds of thousands of NVIDIA processors, connected by high-speed fiber networks, cooled by industrial-scale systems, and powered by dedicated electrical infrastructure. The scale is unprecedented: individual campuses are projected to consume as much power as mid-sized cities.
The Three Primary Campuses
Abilene, TX (Primary Campus): The flagship Stargate hub, anchored by OpenAI. Over 100,000 AI servers are planned, making this the largest single concentration of AI compute infrastructure in the United States. West Texas was selected for available land, proximity to power infrastructure, and favorable regulatory environment.
Columbus, OH (Midwest Node): Ohio's manufacturing heritage, skilled construction workforce, and central logistics position make Columbus ideal for Stargate's Midwest compute hub. The Columbus campus draws contractors and vendors from Ohio, Indiana, Michigan, and Kentucky.
Albuquerque, NM (Southwest Node): Oracle and NVIDIA are primary technology partners for the ABQ campus, which serves the Southwest region of Stargate's distributed AI compute network. New Mexico's energy infrastructure and land availability drove the site selection.
What Industries Supply the Build?
The Stargate supply chain spans a wide range of industries that most people don't associate with AI:
- Heavy civil construction — site preparation, foundations, structural steel, concrete work
- Electrical engineering — power distribution systems, transformer installation, high-voltage infrastructure
- Mechanical and HVAC — industrial cooling systems for AI hardware that generates enormous heat loads
- Technology vendors — fiber cabling, networking equipment, server installation and configuration
- Logistics operators — moving billions of dollars in hardware to remote build sites on tight schedules
- Specialty contractors — waterproofing, fire suppression, security systems, backup power
Who Are the Companies?
The Stargate supply chain companies are not household names. They are mid-market contractors and specialty vendors — typically doing $5 million to $500 million in annual revenue — operating under subcontract agreements with the general contractors managing each campus build. Many of them are the same companies that built hyperscale data centers for Amazon, Google, and Microsoft over the past decade, now pivoting capacity toward the Stargate build.
These companies are identified through UCC-1 equipment financing filings — public records that reveal what equipment a company owns, who their lender is, and when their financing matures. The Stargate CapEx Intelligence Terminal aggregates these records for companies in the Stargate supply ecosystem, ranked by propensity score and filtered by state, node, and city.
How to Find Stargate Companies
For any business wanting to reach companies in the Stargate supply chain — whether you sell software, provide specialty services, offer equipment financing, deliver staffing solutions, or want to win subcontracts — the Stargate CapEx Intelligence Terminal is your starting point.
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