Project
A joint venture led by OpenAI, Oracle, and SoftBank to build US AI data centers, targeting roughly $500 billion in investment and 10 GW of capacity.
Samsung has more than doubled its high-bandwidth memory share in a year, eating into SK Hynix's lead, Rest of World reports. For anyone buying AI capacity, the contest could affect how fast and how cheaply new clusters arrive.
Reality
Oracle shares fell more than 6% on Thursday after it sent a force majeure notice to Blue Owl over Project Jupiter, its New Mexico AI data center. The notice protects Oracle's cash if the site runs late and makes its 2028 date the one lenders and investors now watch.
Perspective Coverage
3 publishersReality
Michael Kratsios told Fox News Sunday that a lab afraid of its own model can simply stop shipping it, weeks after Anthropic's Dario Amodei asked for safety monitors and firmer federal rules. That leaves the cost of a pause with the company that takes it.
Reality
Fourteen executives gone in 2026, a listing pushed to 2027, and a Stargate bill averaging $125 billion a year. The headcount is noise. The seats are the story.
Reality
Cold winters, cheap coal-and-wind power and spare land are deciding where China's AI compute lands. In Ulanqab, water is the item nobody put on the qualifying list.
Reality