Keith Heyde stands on site in Abilene, Texas, where OpenAI’s Stargate infrastructure buildout is underway. Heyde, a former head of AI compute at Meta, is now leading OpenAI’s physical expansion push.
OpenAI
It wasn’t how Keith Heyde envisioned celebrating the holidays. Rather than hanging out with his wife back home in Oregon, Heyde spent late December visiting potential data center sites across the U.S.
Two months earlier, Heyde left Meta to join OpenAI as the head of infrastructure. His job was to turn CEO Sam Altman’s ambitious compute dreams into reality, seeking out vast swaths of land suitable for expansive facilities that will eventually be packed with powerful graphics processing units for building large language models.
“My in-between Christmas and New Year’s last year was actually mostly spent looking at sites,” Heyde, 36, told CNBC in an interview. “So my family loved that, trust me.”
His life in 2025 has only gotten more intense.
Since January, OpenAI has been quietly soliciting and reviewing proposals from around 800 applicants hoping to host the next wave of its Stargate data centers, AI supercomputing hubs designed to train increasingly powerful models.
Roughly 20 sites are now in advanced stages of diligence, with massive tracts of land under review across the Southwest, Midwest and Southeast. Heyde said tax incentives are “a relatively small part of the decision matrix.”
The most important factors are access to power, ability to scale, and buy-in from local communities.
“Can we build quickly, is the power ramp there fast, and is this something where it makes sense from a community perspective?” he said.
Heyde leads site development within OpenAI’s industrial compute team, a division that’s swiftly become one of the most important groups inside the company. Infrastructure, once a supporting function, has now been elevated to a strategic pillar on par with product and model development.
With traditional data centers nearly at max capacity, OpenAI is betting that owning the next generation of physical infrastructure is central to controlling the future of AI.
The energy needs are hard to fathom. A gigawatt data center requires the amount of power needed for some entire cities. Late last month, OpenAI announced plans for a 17-gigawatt buildout in partnership with Oracle, Nvidia, and SoftBank.
New sites will have to include all sorts of energy options, including battery-backed solar installations, legacy gas turbine refurbishments and even small modular nuclear reactors, Heyde said. Each site looks different, but together they form the industrial backbone OpenAI needs to scale.
“We’ve done this wonderful piece of bottleneck analysis to see what types of energy sources actually allow us to unlock the journey that we want to be on,” Heyde said.
A good chunk of the capital is coming from Nvidia. The chipmaker agreed to invest up to $100 billion to fuel OpenAI’s expansion, which will involve purchasing millions of Nvidia’s GPUs.
‘Perfect wasn’t the goal’
Heyde, a former head of AI compute at Meta, helped oversee the buildout of Meta’s first 100,000 GPU cluster.
In addition to power, OpenAI is assessing how quickly it can build on a site, the availability of labor and proximity to supportive local governments, according to Stargate’s request for proposal.
Heyde said the team has made around 100 site visits and has a short list of sites in late-stage review. Some will be brand new builds, and others will require conversions and refurbishments of existing facilities. Flexibility will be key.
“The perfect parcels are largely taken,” Heyde said. “But we knew that perfect wasn’t the goal — the goal for us was, number one, a compelling power ramp.”
Competition is fierce.
Meta is building what may be the largest data center in the Western Hemisphere — a $10 billion project in Northeast Louisiana, fueled by billions in state incentives. CEO Mark Zuckerberg raised the top end of the company’s annual capital expenditure spending range to $72 billion in July.
The steel frame of data centers under construction during a tour of the OpenAI data center in Abilene, Texas, U.S., Sept. 23, 2025.
Shelby Tauber | Reuters
Amazon and Anthropic are teaming up on a 1,200-acre AI campus in Indiana. And across the country, states are rolling out tax breaks, power guarantees, and expedited zoning approvals to attract the next big AI cluster.
OpenAI is a relative upstart, having been around for just a decade and only known to the mainstream since launching ChatGPT less than three years ago. But it’s raised mounds of cash from the likes of Microsoft and SoftBank, in addition to Nvidia, on its way to a $500 billion valuation.
And OpenAI is showing it’s not afraid to lead the way in AI. A self-built solar campus in Abiliene, Texas, is already live.
While OpenAI still leans on partners like Oracle, OpenAI Chief Financial Officer Sarah Friar told CNBC last week in Abilene that owning first-party infrastructure provides a differentiated approach. It curbs vendor markups, safeguards key intellectual property, and follows the same strategic logic that once drove Amazon to build Amazon Web Services rather than rely on existing infrastructure.
However, Heyde indicated that there’s no real playbook when it comes to AI, particularly as companies pursue artificial general intelligence (AGI), or AI that can potentially meet or exceed human capabilities.
“It’s a very different order of magnitude when we think about the type of delivery that has to happen at those locations,” he said.
Some applicants, including former bitcoin mining operators, offered existing power infrastructure, like substations and modular buildouts, but Heyde said those don’t always fit.
“Sometimes we found that it’s almost nice to be the first interaction in a community,” he said. “It’s a very nice narrative that we’re bringing the data center and the infrastructure there on behalf of OpenAI.”
The 20 finalist sites represent phase one of a much larger buildout. OpenAI ultimately plans to scale from single-gigawatt projects to massive campuses.
“Any place or any site we’re moving forward with, we’ve really considered the viability and our own belief that we can deliver the power story and the infrastructure story associated with those sites,” Heyde said.
He understands why many people are skeptical.
“It’s hard. There’s no doubt about it,” Heyde said. “The numbers we’re talking about are very challenging, but it’s certainly possible.”
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss electricity becoming the base currency, Tesla Robotaxi crashes, the new Porsche Cayenne EV, and more.
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Wallbox is ramping up its partnership with distributor Codale Electric Supply to roll out more EV chargers across the Mountain West, a region that’s seeing a rapid escalation of electrification programs and regional highway corridor build-outs.
Codale has become one of Wallbox’s most active distributors over the past two years, helping contractors, developers, and fleet operators procure Wallbox gear while also providing technical support and logistics. Now the two companies are scaling both AC and DC fast charging across Utah, Idaho, Wyoming, and Nevada.
Under the new agreement, Codale will prioritize Wallbox Supernova DC fast chargers and Pulsar Family AC chargers. Codale is already coordinating upgrades of older charging systems and installing new ones across public, commercial, and multifamily sites. Early projects include collaborations with several charge point operators and large commercial portfolios, some of which are rolling out Supernova units in Q4.
The Mountain West has become a hotspot for charging expansion, and Wallbox and Codale say their partnership is designed to keep pace by streamlining installation and improving network reliability.
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Ignasi Alastuey, Wallbox’s chief business officer, said, “This partnership combines Wallbox’s innovation with Codale’s on-the-ground capabilities to rapidly scale charging networks across the Mountain West and set a new benchmark for EV infrastructure growth.”
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EcoFlow launches next Black Friday Sale phase with up to 80% off expanded lineup – starts from $149
EcoFlow has officially switched to its next Black Friday Sale phase of deals with up to 80% discounts, plenty of FREE gifts, bonus savings, and more. Among the new lineup, we spotted EcoFlow’s DELTA Pro Portable Power Station bundled with 2x 220W solar panels and a FREE protective bag at $1,699 shipped, which is not only being exclusively offered direct from the brand, but is also dropping things lower than ever. One thing to note here is that, sadly, the extra savings code isn’t valid on this bundle. It would normally run you $5,199 for everything (including the $99 bag), with the bagless bundle at Amazon keeping lower at a starting rate of $3,999 and only dropping to $1,999 right now. This deal comes in $100 under its previous offer during the brand’s Halloween Sale, giving you a total $2,300 off the going rate ($3,500 off the MSRP) for the best new price that we have tracked anywhere. Be sure to head below to check out the newest phase of full Black Friday deals.
EcoFlow’s DELTA Pro power station is among the most beloved and highly rated backup power solutions from under the brand’s flag, and this solar bundle is quite the setup to grab now that it’s fallen so low in price. Covering away-from-home trips, as well as at-home emergencies, this station starts at a 3,600Wh LiFePO4 capacity that you can expand up to its 25kWh max with further investments. Your devices and appliances can receive up to 3,600W of regular power through the 14 output ports, with it even surging as high as 7,200W for those larger appliances that need more. You’ll be 440W closer to reaching its 1,600W max solar input, thanks to the bundled panels, with additional options for recharging from an AC outlet, as well as your car’s auxiliary port (or by using a compatible alternator charger).
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***Note: EcoFlow is continuing the usage of the promo code 25EFBFAFF at checkout for an extra 5% savings off your cart’s total, with none of the prices below having it factored in. Keep in mind that a number of offers are ineligible to receive the extra savings, but be sure to try it at checkout to ensure you’re getting the best possible savings during EcoFlow’s Black Friday Sale!
EcoFlow’s other direct Black Friday website-only deals/bundles:
RAPID Mag Qi2 10,000mAh 15W magnetic power bank: $55 (Reg. $90)
RAPID Mag Qi2.2 10,000mAh 25W magnetic power bank with built-in cable: $70 (Reg. $100)
DELTA 2 (2,048Wh) with extra battery and 2x 110W panels: $899 (Reg. $2,646)
Save thousands for Black Friday on Samsung smart washer/dryers, refrigerators, ovens, and more starting from $269
As part of Samsung’s ongoing Black Friday Sale event, we’re seeing deals that can save you hundreds to thousands of dollars on the smartest home appliance upgrades, including the Bespoke AI All-in-One Ventless Washer/Dryer Combo at $1,999 shipped, which is actually going for $110 less at Best Buy. There’s also the newer Vented Bespoke AI All-in-One Combo at $1,999 shipped, which you won’t find at Best Buy. The ventless model normally fetches $3,299 without discounts ($3,099 for the vented counterpart) direct from the brand, and starts lower at $2,970 at Best Buy, with 2025 having seen it more often down at $2,199 during sales. While we have seen it go lower in the past, especially 2024, you’re otherwise looking at the best prices we have tracked this year, letting you upgrade to a smarter way to do laundry with up to $1,300 savings, or save more by going with Samsung’s open-box option for $1,599 on the washer/dryer’s sale page down on the right-side options.
Alongside the washer/dryer combos above, we’ve curated a full list of Samsung’s best Black Friday appliance deals on other washers, dryers, refrigerators, ovens, dishwashers, and more that you can browse by checking out our original coverage of this sale here.
Autel’s MaxiCharger AC Lite level 2 EV charger grants up to 50A speeds at new $398 Black Friday low (Save $171)
Lectric XP4 Standard Folding Utility e-bikes with $326 bundle: $999 (Reg. $1,325)
Lectric XP Lite 2.0 Long-Range e-bikes with $449 bundles: $999 (Reg. $1,448)
Heybike Mars 2.0 Folding Fat-Tire e-bike with Black Friday gift: $999 (Reg. $1,499)
Heybike Ranger S Folding Fat-Tire e-bike with Black Friday gift: $999 (Reg. $1,499)
Best new Green Deals landing this week
The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.