Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three
Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three
How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment
In the AI boom, no tech giant has gone all-in like Oracle. … Bluesky: Patrick Howell O'Neill / @patrickhowelloneill.com : I'm a simple ma who finds Oracle to be kind of a baffling company, this story ...
Source: Blue Owl's Digital Infrastructure funds invested ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl ramps up its AI bet
Miles Kruppa / The Information : Bluesky: @riotgrrlscout Bluesky: @riotgrrlscout : It will be powered by connecting to the existing fairy dust grid with supplemental unicorn dream turbines [embedded ...
Sam Altman signs a letter of intent with Samsung and SK Hynix to supply Stargate; Samsung and SK Hynix say demand from OpenAI could hit 900K wafers per month
Samsung Electronics Co. and SK Hynix Co. have forged initial agreements to supply chips and other gear to OpenAI's Stargate project …
Oracle will pay for and oversee the construction of three of the new Stargate data centers, and OpenAI will then purchase computing power from Oracle
Cade Metz / New York Times :
US tech giants announce £31B+ in UK investments, coinciding with Trump's visit to the UK; OpenAI says it will bring Stargate to the UK with partners like Nscale
Microsoft Corp., OpenAI and other American companies announced plans to spend tens of billions of dollars …
Sources: Stargate has struggled to get off the ground and sharply scaled back its near-term plans, as SoftBank and OpenAI disagree on crucial terms of the deal
The Stargate venture, introduced at White House event, is now setting the more modest goal of building a small data center by year-end
Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative
OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, and they're using it ...
Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027
Anissa Gardizy / The Information :