I think Nvidia stock is the best stock of this group, though it probably has a somewhat higher risk level than at least Microsoft and Oracle. As the table shows, Nvidia has the highest projected earnings growth rate over the next five years. And its stock valuation of 34.4 ti...
“This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world,” OpenAI said in anannouncementon its website. “This project will not only support the re-industrialization of the United States...
Mary Long:I mentioned at the top of this segment that this was GE Aerospace's first year as a stand-alone company. Once upon a time, it was only a portion of the larger General Electric conglomerate. Now we've got three separate companies that trade on the New York Stock Exchange, GE...
The Stargate AI project has prominent and wealthy backers, but $500 billion in spending could still prove to be a heavy lift.
quite busy, signing a flurry of executive orders and announcing several new policies. Many have captivated the mainstream media’s attention, for various reasons. But to us, one major initiative stands out as the most important for the U.S. economy and stock market: theStargate AI project. ...
On Tuesday, the newly inaugurated United States president, Donald Trump, announced a massive AI infrastructure expansion in the US called Stargate Project. Stargate is an idea that brings private investments across the US land, with up to 500 billion US dollars committed to the project over the ...
上周,“星际之门计划”(The Stargate Project)重磅宣布,旨在未来四年内投资5000 亿美元在美国建立新的AI 基础设施,该计划将在初期投入1000 亿美元。我们认为随着AI 应用端有望呈现多点开花,全球云厂商对于AI 的Capex 有望步入收获期,前期投入有望形成闭环,对AI 基础设施建设形成新一轮带动,我们持续看好AI 算力链...
Big Tech stocks saw a boost following the announcement, with Stargate partner Oracle stock finishing regular trading up by 7% on Tuesday. Wedbush’s Dan Ives said the project was likely just the start of a wave of U.S. AI investments and may help soo...
“The Stargate Project is a joint venture — OpenAI, SoftBank, Oracle,” he said. “It’s being claimed as one of the most ambitious public-private collaborations in the tech sector.” AI infrastructure, of course, is critical for U.S. competitiveness, spanning data centers, power, cooling...
Elon Musk has cast doubt on whether there is enough funding to follow through on a massive $500 billion artificial intelligence infrastructure project announced by President Donald Trump on Tuesday.