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5 Stocks That Could Soar Thanks to Project Stargate: Fabrinet (FN), Vertiv (VRT), Celestica (CLS)
One story is driving stocks across the AI space higher today: the announcement of 'Project Stargate.' Stargate is a new ...
Microsoft CEO Satya Nadella weighs in on the $500 billion Stargate project, seemingly dismissing Elon Musk's liquidity concerns: “All I know is, I’m good for my …
OpenAI and SoftBank's "Stargate" took the world by storm after announcing the $500 billion project, which they are ...
Datacenter Dynamics30m
Ambani claims to be building 'world's largest' data center in Gujarat, India
Mukesh Ambani’s Reliance Industries is planning to build the ‘world’s largest’ data center in Jamnagar, India. Plans for the ...
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 ...
Datacenter Dynamics52m
Meta plans $60-65bn capex on AI data center boom, will bring ~1GW of compute online this year
Last year, Meta's capex was between $35bn and $40bn, representing a significant increase. This month, Microsoft said that it ...
Meta to Increase Spending to $65 Billion This Year in A.I. Push
Much of the investment will go into increasing the company’s footprint in data centers, which provide the computing power ...