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Oracle Will Build US Data Centres Supplying 4.5GW Compute for OpenAI’s Stargate Project
Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the US, led by OpenAI, Oracle, Japanese telecoms giant SoftBank, and MGX, an investment firm based in the United Arab Emirates. OpenAI intends to operate the data centres. Oracle will provide server infrastructure and leasing.
In the supply chain, the winners are clear: ASML Holding ( ASML -0.73%) holds a monopoly on extreme ultraviolet lithography.
Oracle's (NYSE:ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of ...
SoftBank is investing in a strategic structure centered on OpenAI and Arm to move towards artificial super intelligence.
There will be many winners as infrastructure is built to support the huge and increasing computing power needed for ...
Oracle, known for its database software, has gained traction in the market for renting out computing power and storage over ...
April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...
Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.
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