The first steel beams went up last week at our Michigan Stargate site with Oracle and Related Digital, and I have to say it felt like a significant moment. There is something about physical infrastructure that makes everything feel more real.
I originally wanted to name this site Stargate II, but my team advised against numbering our projects. This was partly for branding reasons, and partly because our most important investment partner SoftBank has a complicated relationship with sequels.
Masa once termed his last major sequel investment "a stain on my life," and while I do not think that applies here at all, I thought it was respectful to avoid the association.
So internally we have been calling the Michigan campus "WeGrow," which I think captures the spirit of what we are building together. Growth, partnership, shared ambition. It is a good name! No prior associations that I am aware of.
What excites me about Michigan is that this is real, tangible, permanent infrastructure. Steel in the ground.
I think about the Abilene campus in Texas, where we launched our first Stargate site back in September 2025; it still has buildings running training workloads today. The expansion we had discussed did not move forward due to shifting priorities, but the foundation remains. You can go visit! Those steel beams are still standing and will likely stay that way for years. That alone says something about the quality of the work.
I am confident that Michigan will be different. We have learned a lot since Abilene about what it takes to scale physical infrastructure at the pace our models demand, and we have incredible partners in Oracle and SoftBank who share our long-term vision.
SoftBank in particular has shown extraordinary commitment. Masa has reorganized significant portions of his portfolio to support this partnership, and I know he is already looking forward to the next phase of collaboration. I look forward to it as well. There is always a next phase with Masa, and I mean that as a compliment.
More steel going up soon. In Michigan, and elsewhere. We are building something permanent. And more importantly, when we look back in a year, those steel beams will still be standing exactly as they are today, Unchanged, unmoved and enduring!
The first steel beams went up this week at our Michigan Stargate site with Oracle and Related Digital