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The involvement of top-tier companies like SoftBank, OpenAI, Microsoft, and NVIDIA reflects a powerful collaboration, leveraging expertise across different industries to establish the U.S. as a global AI leader.
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The Stargate Project : The Stargate Project is investing $500 billion over four years to build AI infrastructure for OpenAI in the U.S., starting with $100 billion. This initiative will bolster American AI leadership, create hundreds of thousands o
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Fracture emerging between OpenAI and Microsoft OpenAI may accuse Microsoft of anticompetitive behavior Disagreements over intellectual property rights and operational autonomy Dispute revolves around Windsurf, a coding startup Conflict could reshape
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โข ๐ข๐ฝ๐ฒ๐ป๐๐ ๐ฟ๐ฎ๐ถ๐๐ฒ๐ฑ $๐ฒ.๐ฒ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป, ๐๐ต๐ฒ ๐น๐ฎ๐ฟ๐ด๐ฒ๐๐ ๐ฉ๐ ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฟ๐ผ๐๐ป๐ฑ ๐ถ๐ป ๐ต๐ถ๐๐๐ผ๐ฟ๐. โข The round was participated in by various VC firms like Thrive Capital, Fidelity Investments, SoftBank, Sequoia Capital, T
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๐จ Open AI is an Wrapper๐๐คฏ Hot take, but letโs break it down logically: OpenAI is not a full-stack AI company โ itโs a high-level wrapper over Azure and NVIDIA. Hereโs why that matters ๐ ๐น 1. Infra Backbone = Microsoft Azure Almost 90%+ of Op
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Nvidia made $46.7 billion in Q2, but two secret customers brought in 39% of that cash! One gave 23%, the other 16%, up from just 25% last year. Thatโs a lot of eggs in two baskets. If these big buyers like maybe OpenAI, Google Amazon or Microsoft sl
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๐๐ ๐ณ๐ฒ๐ฒ๐น๐ ๐น๐ถ๐ธ๐ฒ ๐ฎ ๐ด๐ผ๐น๐ฑ ๐ฟ๐๐๐ต. ๐๐๐ ๐บ๐ผ๐๐ ๐บ๐ถ๐ป๐ฒ๐ฟ๐ ๐ฎ๐ฟ๐ฒ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ. Look where the money really goes: 1. You pay $200 for an AI app (like Cursor, Jasper, Lovable). 2. The startup sends $500 to OpenAI for API usage (most
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