Nscale & Microsoft Ink $14B NVIDIA GB300 AI Infrastructure Deal Nscale & Microsoft Ink $14B NVIDIA GB300 AI Infrastructure Deal By Marcus Vance — Marcus analyzes the business of technology. He covers funding rounds, corporate strategy, and the competitive chess matches between industry titans, providing insights for investors and entrepreneurs alike. | Last updated: October…
Applied Digital, a name you might not hear everyday, just made a significant splash, seeing its stock jump nearly 30% in early trading. Why the sudden surge for a data center operator? The answer points directly to the booming demand for Artificial Intelligence (AI) infrastructure, and it has some interesting implications for how AI will…
A staggering $500 billion initiative, the Stargate Project represents an unprecedented leap in AI infrastructure, spearheaded by OpenAI and buoyed by a commitment of up to $100 billion from Nvidia. This colossal undertaking aims to deploy at least 10 gigawatts of Nvidia systems, laying the groundwork for OpenAI’s next-generation AI, with the initial phase set…
OpenAI’s ambitious “Stargate” AI data center initiative, with its staggering estimated long-term cost of $500 billion and a target capacity of 10 gigawatts, is more than just an infrastructure project. It signals a profound shift in the technological landscape, demanding scrutiny beyond the headlines of innovation. The recent announcements—five new U.S. data center sites and…
The artificial intelligence compute race just escalated dramatically. OpenAI, in a series of announcements, has significantly accelerated its ambitious ‘Stargate’ project, now committing over $400 billion in investment over the next three years. This colossal build-out, featuring five new AI data center sites across the United States, signals a foundational shift in how future AI…
