The recent OpenAI and Oracle Corp. ORCL partnership is set to transform AI infrastructure with the launch of their massive data center initiative, Stargate. This $100 billion project, starting with a Texas facility, has the potential to reshape semiconductor demand and high-performance AI computing. With Nvidia’s NVDA latest GB200 chips at the core, Stargate shows how the race in AI supercomputing is picking up pace.
Adam Patti, CEO of VistaShares, sees Stargate as a pivotal moment in the…