The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
OpenAI's[2] post is dated 'July 22, 2025' and says 'Oracle and OpenAI have entered an agreement to develop 4.5 gigawatts of additional Stargate data center capacity'.
Says the July agreement for 'up to 4.5 gigawatts' represents a partnership exceeding $300 billion over five years.[1]
Links the 4.5 GW agreement to the $30 billion-a-year contract Oracle disclosed on 30 June, citing the WSJ; notes Altman confirmed it but not the dollar amount.[1]
Oracle's own disclosure of a cloud agreement 'expected to contribute more than $30 billion in annual revenue starting in FY28'.[1]
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