Frontier clusters went from 150 MW in 2023 to gigawatt-class in 2025, and the binding constraint is now power rather than chips. Four hyperscalers guide over $300B a year combined — the fastest capex ramp in corporate history.
A multi-year partnership puts Quantinuum's Helios — a 98-qubit trapped-ion machine with 99.921% average two-qubit gate fidelity — in a US Oracle Cloud Infrastructure AI data center, accessible as an OCI service alongside its GPU and HPC fleet. Oracle plans a preview of the quantum service in the coming months.
OpenAI / Oracle / SoftBank — A $500B, ~10 GW US data-center program was announced, with the first multi-GW campus rising in Abilene, Texas — the largest compute buildout ever committed.