President Donald Trump has announced the "Stargate" project, a new initiative to expand AI infrastructure across the United States. Major tech companies, including Oracle (ORCL) and OpenAI, have ...
Selling to the U.S. "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending ...
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