NVIDIA (Nasdaq: NVDA) is stretched its grip on the AI fleas market, with its last mega in the position of positioning it even more before competition. OPENAI, Oracle (NYSE: ORCL), SOFTBANK (SOBKY) accelerate their Stargate project of $ 500 billion, with installation plans of 64,000 NVIDIA GB200 chips by 2026 batch of 16,000 which will take place online this summer. The first data center in Abilene, Texas, is already in motion, just marking the start of this to date -one of the largest IA infrastructure investments to date.
The Stargate scale is amazing. The project should extend to ten semets, further strengthening the role of ureracle in the supercompute IA and the domination of Nvidia in the semi-in space. Meanwhile, Amazon (Nasdaq: Amzn) is not seated the download of stillit doubling on the infrastructure AI with anthropic, thus deploying and its trainium 2 call chips with new generation AI models.
For investors, this signals one thing: the AI’s arms race is warmed up, and Nvidia leads the Chage. The request for high performance ai fleas continues to go up, and with its last movements, Nvidia displays ItFF as a non -discomfort of IA computer science. If Stargate is an indecision, the next few years see a wave without an investment offspring focused on AI, preparing the way for the next major Nvidia league.
This first pureufocus article article.
