What does OpenAI get from Stargate? A $500 billion chance to build a whole new moat.
OpenAI is putting its focus on AI infrastructure with Stargate at a time when rivals like China's DeepSeek are closing the ...
Where Will Arm Holdings Stock Be in 5 Years?
Arm Holdings (NASDAQ: ARM) is a key player in the global semiconductor industry. It designs, develops, and licenses its ...
Trump's Stargate, Biden’s chip orders spur fears, policy actions in India
India's needs to build core competencies and fund foundational research in AI and semiconductors—both for the sake of the local market, and for India's global geopolitical leverage.
Is NVIDIA Corporation (NVDA) the Best Dow Stock to Buy Right Now?
The Dow Jones Industrial Average is among the most popular stock market indices globally. Known as the Dow, the index ...
Nvidia Stock Rises to End a Big First Week Under Trump for AI. Stargate Optimism Persists.
Nvidia stock rose modestly early Friday as investors digested a raft of mixed news over the past few days. Shares were up 0.1 ...
Nvidia, Microsoft, Or Oracle: Which Stock Among These Stargate AI Project Beneficiaries Are The Least Expensive To Own?
After Donald Trump announced the $500 billion Stargate project, we examine the U.S.-listed beneficiaries which are least ...
OpenAI and other tech titans worked on Stargate deal months before Trump won
Such announcements aren’t without political risks, as OpenAI learned when Trump adviser Elon Musk criticized the deal on the ...
Nvidia, Microsoft, Or Oracle: Which Among These Stargate AI Project Beneficiaries Are The Least Expensive To Own?
After Donald Trump announced the $500 billion Stargate project, we examine the U.S.-listed beneficiaries which are least ...
Nvidia: An Obvious Project Stargate Beneficiary - It's Good To Be King
President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the ...
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Reliance Planning To Build World’s Largest AI Data Hub In India: Report
The facility, in Jamnagar, with an anticipated capacity of three gigawatts, is set to surpass all existing data centres ...
Reliance plans world’s biggest AI data centre in India, report says
Mukesh Ambani’s Reliance is planning to build what could become the world’s largest data center in Jamnagar, India, with a ...
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Why Sam Altman Joined Forces With Larry Ellison and Took a Step Back From Microsoft
As 2024 was drawing to a close, OpenAI CEO Sam Altman faced two major problems. He wasn’t getting enough server capacity from Microsoft, his company’s biggest backer, to stay ahead of rivals ...