OpenAI's Stargate Bet: Compute Over Sales

OpenAI's $500 billion Stargate Project prioritizes data centers and compute infrastructure over enterprise sales capacity. That matters. ServiceNow and Salesforce rallied June 26, 2026, as markets recognized OpenAI's capital constraints limit its near-term threat to incumbents. Winning enterprise deals requires compliance, integrations, professional services networks, and IT trust—assets OpenAI lacks at scale.