Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture
Looking at Ciena, the company supplies to both Microsoft and Oracle. As the Stargate venture drives the creation of data centers in disparate locations, Notter thinks that Ciena's ...
Meta to invest up to $65 billion this year to power AI goals, Zuckerberg says
"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core ...
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StockWatch: Up-to-$500B AI Venture Sparks Investor Interest, and Questions
Stargate CEOs cite project’s promise of enabling cancer vaccines, though Musk joins critics in questioning partners’ ...
Meta to spend up to $65B on massive AI data center: ‘Defining year for artificial intelligence’
Zuckerberg expects Meta’s AI assistant — available across its services, including Facebook and Instagram — to serve more than ...
Reliance plans world’s biggest AI data center 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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More questions than answers around Trump’s Stargate AI plans
Pres. Trump was joined by Larry Ellison, chairman of Oracle, Sam Altman, CEO of OpenAI, and Masayoshi Son, the CEO of ...
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 ...
Outlook Business13h
Reliance Unveils World's Largest Data Centre in Jamnagar, Post Trump's Stargate Reveal
Ambani is reportedly purchasing AI semiconductors from NVIDIA, a global leader in AI technology to power his data center ...
Behind $500 billion AI data center plan, US startups jockey with tech giants
On Tuesday, Trump said that ChatGPT creator OpenAI, SoftBank , Oracle and others will pour up to $500 billion in private ...
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How Much Money, GPUs and Gigawatts for Needed for $500 Billion of Stargate AI Data Centers?
There has been the controversial announcement what is called a $500 billion AI project in the USA. There is controversy about how much funding is in the ...
The U.S. just pledged hundreds of billions to protect its AI leadership. A Chinese startup with a ‘joke of a budget’ may have already undercut those hopes
Hangzhou-based DeepSeek has released several open-source AI models that match OpenAI’s performance—with more efficiency and ...
TD Cowen maintains Microsoft stock Buy rating, $475 target
TD Cowen reiterated its Buy rating on Microsoft Corporation (NASDAQ:MSFT) stock, with a price target of $475.00. Currently ...