A look at The Stargate Project: unanswered questions, PR wins, SoftBank only has ~$30B cash, many projects are old news, and Elon Musk trolled the announcement
$500B in CapEx for AI in the US feels like a good thing for US security and for AI's continued progress in capabilities. Google's entire capex in 2024 was $50B. This is a hard amou...
OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years
OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.
Source: TSMC's US division president said during a webinar that production yields in Arizona are 4 percentage points higher than at similar facilities in Taiwan
Mackenzie Hawkins / Bloomberg :
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers
Nuke Will Be Restarted To Power Microsoft Data Center Spencer Kimball / CNBC : Constellation Energy to restart Three Mile Island nuclear plant, sell the power to Microsoft for AI L...
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers
Nuke Will Be Restarted To Power Microsoft Data Center Jordan Valinsky / CNN : Three Mile Island is reopening and selling its power to Microsoft Reuters : Constellation to restart T...
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft data centers
Constellation to invest $1.6 billion to restart dormant reactor as data-center power demand surges.