The AI spending frenzy is just getting started
A new game of ‘my data center is bigger than yours’ started this week with the announcement of OpenAI’s Project Stargate.
Stargate will use solar and batteries to power $100B AI venture
But nuclear’s recent history has been beset by cost overruns and delays. The fresh crop of nuclear startups were largely ...
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Microsoft's Stargate Supercomputer Is an Inevitable Product of the AI Arms Race
Amid Microsoft (NASDAQ:MSFT) investing $100 billion in its new hyperscale AI supercomputer, Stargate, the stock appears to be 30% undervalued with a potential 15% stock price CAGR over the next 10 ...