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What’s behind the massive AI data center headlines? | TechCrunch
This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what's really going on in these AI infrastructure deals.
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cnbc.com
OpenAI's first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio
OpenAI and Oracle are betting big on America's AI future, bringing online the flagship site of the $500 billion Stargate program in Abilene, Texas.
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fortune.com
OpenAI plans to build 5 giant U.S. 'Stargate' datacenters, a $400B challenge to Meta, Microsoft, and Google in the AI arms race | Fortune
The ChatGPT maker, along with Oracle and SoftBank, drew reporters to rural West Texas to tour the flagship Stargate data center, provide an update on new sites, and dispel doubts…
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techcrunch.com
OpenAI is building five new Stargate data centers with Oracle and SoftBank | TechCrunch
OpenAI is continuing to build out massive AI data centers to train and serve increasingly powerful AI models.
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scmp.com
OpenAI expands Stargate with 5 new data centre sites across US
The expansion brings the companies closer to their goal of investing US$500 billion in domestic data centres and AI infrastructure.
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Sam Altman on worries about OpenAI's $850 billion in planned buildouts: 'I totally get that'
OpenAI CEO Sam Altman announced a sweeping 17-gigawatt buildout of compute across multiple sites in partnership with Oracle, Nvidia, and SoftBank.
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Nvidia and OpenAI partnership is a catalyst for enterprise AI growth, says Wedbush’s Dan Ives | Fortune
Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers.
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arstechnica.com
Why does OpenAI need six giant data centers?
OpenAI's new $400 billion announcement reveals both growing AI demand and circular investments.
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What’s behind the massive AI data center headlines? | TechCrunch
This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what's really going on in these AI infrastructure deals.
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How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune
Nvidia's big investments in various customers are generating echoes of past booms and busts.