NVIDIA (Nasdaq: NVDA) East tightness Its grip on the AI fleas market, with its last mega agreement positioning it even more before competition. OPENAI, Oracle (NYSE: Orcl), and SoftBank (Bloody) Accelerate their Stargate project of $ 500 billion, with the intention of installing 64,000 NVIDIA GB200 chips by 2026, with an initial lot of 16,000 sets to be put online this summer. The first data center in Abilene, Texas, is already in motion, just marking the start of what could be one of the largest IA infrastructure investments to date.
The Stargate scale is amazing. The project should extend to up to ten sites, further strengthening the role of Oracle in the AI supercalitation and the domination of Nvidia in the semiconductor space of the AI. During this time, Amazon (Nasdaq: Amzn) Do not be required for Stilllyt doubly on AI infrastructure with anthropic, deployment of thousands of personalized trainium 2 chips to supply new generation AI models.
For investors, this signals one thing: AI’s arms race is warmed up, and Nvidia leads the charge. The demand for high performance fleas continues to rise, and with its last movements, Nvidia is positioned as the undisputed king of IA computer. If Stargate is an indication, the next few years could see an unprecedented Wave of AI investment, preparing the field for the next Big Leap from Nvidia.
This article appeared for the first time on Gurufocus.