Discussion

• @martyswant Marty Swant on bluesky

  Reminder: OpenAI cofounder Sam Altman — whose company is currently in a legal battle with Elon Musk — recently donated $1 million to Trump's 2025 inauguration fund.  —  Oracle also donated $1 million to Trump's inauguration fund.  (So did other tech giants like Meta, Google, Appl…

• @edzitron.com Ed Zitron on bluesky

  [mr plinkett voice] hey wait a minute wasn't that meant to be a Microsoft project?  —  Hey wasn't that project contingent on “meaningfully improving the capabilities of OpenAI's AI”? [embedded post]

• @benedictevans Benedict Evans on threads

  $100bn a year of AI datacenter capex... Which would be more than Microsoft ($80bn run rate).  Oracle doesn't have that kind of money (FCF is only ~$10bn and capex is less than $10bn).  Does Softbank really have that kind of cash?  Where would OpenAI get it?  What would Satya say?…

• @benedictevans Benedict Evans on threads

  2023: OpenAI has a foundation model 2024: Anyone with $1bn can have a foundation model 2025: Anyone with $1m can have a foundation model?  2026: ???

• @mgsiegler M.G. Siegler on threads

  Release is pretty amusing in how it's structured.  Best guess is that money is mainly MGX and others by way of SoftBank.  (They don't have nearly enough cash and already a ton of debt.)  Microsoft is clearly *thrilled* not to have to foot this bill but also really, really want yo…

• @benedictevans Benedict Evans on threads

  I'm old enough to remember when people said Google would have some kind of monopoly on machine learning because it ‘had all the data’

• @elonmusk Elon Musk on x

  @OpenAI They don't actually have the money

• @openai @openai on x

  Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States.  We will begin deploying $100 billion immediately.  This infrastructure will secure …

• @elonmusk Elon Musk on x

  @OpenAI SoftBank has well under $10B secured. I have that on good authority.

• @wordgrammer @wordgrammer on x

  The year is 2026. If you want to use AGI, your options are: - $200 per query to Stargate - $.02 per query, but the CCP must get access to your social security number

• @parikpatelcfa @parikpatelcfa on x

  Leaked image of the research tool OpenAI used to come up with their $500 billion number for Stargate [image]

• @loffredojeremy Jeremy Loffredo on x

  OpenAI murdered a whistleblower in his bathroom last month

• @hyprturing Lachlan on x

  we could be spending 500 billion on fucking desalination plants or nuclear reactors or on many, many moonshots. 500 billion is land on the moon when you just invented the rocket engine kinds of money

• @chesterzelaya Chester on x

  1. Compute 2. Energy 3. Data 4. Hardware Master just two of these in the next 5 years to be at the forefront of tech

• @levie Aaron Levie on x

  $500B in commitments to building AI in America. Stargate is certainly one of the most ambitious technology programs we've seen in the 21st century. To coordinate this all on day 1 is a huge signal for America leading in AI. [video]

• @arm @arm on x

  We're excited to be a key initial technology partner in Stargate, bringing the power and pervasiveness of Arm's compute platform to this bold initiative which will unlock AI's potential for all. This is how we shape the future of AI. https://okt.to/LQUwMn

• @ns123abc Nik on x

  🚨🚨🚨BREAKING: Microsoft CEO was just asked about @elonmusk saying Project Stargate doesn't have the money to invest “All I know is, I'm good for my $80 Billion” LMFAOOO [video]

• @ns123abc Nik on x

  SemiAnalysis Dylan predicted this btw [video]

• @alexeheath Alex Heath on x

  “energy, that's the big baby” Trump says moments ago while Masa, Ellison, and Altman stand next to him https://www.theverge.com/...

• @potus President Donald J. Trump on x

  In total, before the end of my first full business day in Washington and the White House, we've already secured nearly $3 trillion of new investments in the United States. And probably, that's going to be six or seven by the end of the week. [video]

• @trungtphan Trung Phan on x

  Nvidia projected revenue after Presient Trump announced a $500B AI infrastructure plan: [video]

• @florian4gamers Florian Mueller on x

  On his first full day in office, Trump announced $500B in AI investments (video below: Oracle, Softbank, OpenAI CEOs). China can handle: they have their own strategy. The EU's response, if any, would probably be more like 500 additional pages of AI regulation.

• @zck Zak Kukoff on x

  Stargate is great, and hopefully it helps the US stay ahead of China... for slightly longer at least. The lesson of Deepseek is that any export control or capital investment we impose will spur advanced, low cost AI development elsewhere, so we need be planning for a multipolar

• @cyantist Cyan Banister on x

  I'm in tears. My friends and loved ones know I love coincidences, so this one is going down in the books. I just moved and I have mountains of boxes to go through, but this one box called to me today and this was on the top: [image]

• @haydnbelfield Haydn Belfield on x

  Stargate is a remarkable step But just to put it into context, Microsoft on its own will spend $80bn on data centres this year, over half in the US Stargate's $100bn this year is more, but a comparable figure [image]

• @emollick Ethan Mollick on x

  $500B committed towards AGI, still no articulated vision of what a world with AGI looks like for most people. Even the huge essay by the CEO of Anthropic doesn't paint a vivid picture For those convinced they are making AGI soon - what does daily life look like 5-10 years later?

• @luke_metro @luke_metro on x

  ICYMI the new meta is to keep your fixed costs in California but offload all recurring costs possible to Texas or the Midwest

• @shakeelhashim Shakeel on x

  Feels symbolically interesting that Zuck and Altman are in DC while Amodei and Hassabis are in Davos.

• @emollick Ethan Mollick on x

  When I say “UBI is not an answer” I mean UBI is a policy decision, it is not a description of what life would be like in a world of highly advanced AI. And saying “the definition of a singularity means we can't say what comes next” is also just dodging the question of a vision.

• @patrickmoorhead Patrick Moorhead on x

  Many unanswered questions: -$10-30B secured. Getting an extra $490-470B isn't trivial -no CPU, ASIC companies mentioned $NVDA $AMD $INTC $AVGO $MRVL -OpenAI losing billions annually. How do they afford this again? (I get the difference between income statement, balance sheet and

• @emollick Ethan Mollick on x

  Lets leave aside the risk of catastrophe for now. Assume we get an aligned AGI that supercharges science and we have a healthier, more advanced, safer world. What does that actually mean for most people, what does their life look like in the future? (Hint: UBI is not an answer)

• @drjimfan @drjimfan on x

  How it started: 1 DGX How it's going: 2% of US GDP [image]

• @growing_daniel Daniel on x

  Omg [image]

• @mohapatrahemant Hemant Mohapatra on x

  Openai is clearly preparing for a world with AGI/ASI and the ensuing demand for compute & energy which they'd like to control. This is the sort of nation building project that happened in the 1920-30s in the US as the oil industry heavily, well, industrialized. Frankly the 500b

• @tedstew Ted Johnson on x

  As Larry Ellison noted, the investments were already being made, as 10 data centers are under construction in Texas. https://x.com/...

• @gdb Greg Brockman on x

  Thank you to President Trump for announcing Stargate Project with us today. $500B for AI data centers for OpenAI, built in the US. 🇺🇸 [image]

• @ecommerceshares @ecommerceshares on x

  “How much memory do we need?” “All of it.”

• @jenniferjjacobs Jennifer Jacobs on x

  Trump, with Oracle's Larry Ellison, OpenAI's Sam Altman and SoftBank's Masayoshi Son, announces Stargate, calling it “the largest AI infrastructure project in history.” [image]

• @kyliebytes Kylie Robison on x

  “starting in texas” [image]

• @edkrassen Ed Krassenstein on x

  BREAKING: - Trump just announce Project Stargate. It's an AI Infrastructure Investment plan where OpenAI, SoftBank, and Oracle are set to invest $100 billion initially, with plans to potentially reach $500 billion over the next four years. I support this move as being the [video]

• @kyliebytes Kylie Robison on x

  “AI seems to be very hot” — Donald Trump https://www.youtube.com/... [image]

• r/IonQ r on reddit

  DOES THIS MEAN ANYTHING TO QUANTUM COMPANIES?  - 500 BILLION INVESTMENT IN AI

• r/politics r on reddit

  Trump announces up to $500 billion in private sector AI infrastructure investment

• r/ArtistHate r on reddit

  SO MUCH MONEY WASTED

• r/collapse r on reddit

  Project Stargate Announced

• r/themayormccheese r on reddit

  Rich Get Richer: Trump announces up to $500 billion in private sector AI infrastructure

• r/slatestarcodex r on reddit

  Trump announces $500 billion initiative to build AGI with OpenAI

• r/intelstock r on reddit

  Stargate.

• r/ProfessorFinance r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment.  Do you support investing federal funds into these kinds of private sector activities? …

• r/mlscaling r on reddit

  Announcing The Stargate Project

• r/AMD_Stock r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment - Will this help AMD?

• r/moderatepolitics r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• r/ChatGPT r on reddit

  OpenAI announcing the Stargate Project

• r/singularity r on reddit

  OpenAI introduces The Stargate Project

• r/TheMajorityReport r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• r/TheAllinPodcasts r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• r/Ankrofficial r on reddit

  Could this mean good things for ANKR?

• r/wallstreetbetsGER r on reddit

  Der orangene Mann will dick in den privaten AI Sektor investieren.  Wo gehen wir am besten rein, um was rauszuholen?

• r/BetterOffline r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• r/centrist r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• r/technology r on reddit

  Trump to announce up to $500 billion in private sector AI infrastructure investment

• @daveshapi David Shapiro on x

  America just won geopolitics for the next 50 years with Project Stargate. Let me explain why. This is where things get interesting - actually, scratch that, this is where things get revolutionary. We're about to witness something that happens maybe once in a generation: the

• @sama Sam Altman on x

  @elonmusk @OpenAI i genuinely respect your accomplishments and think you are the most inspiring entrepreneur of our time

• @littieramblings Sarah on x

  a lot of headlines on Stargate feel misleading. this isn't a government-funded project, and it was underway before Trump took office [image]

• @teortaxestex @teortaxestex on x

  Stargate is probably a grift. Not in the sense that $500B will be stolen or anything but just in that it's a commitment to spend money on capex that these corporations have already earmarked, but now presented as some proactive Trumpist initiative. They're racing anyway.

• @peterwildeford Peter Wildeford on x

  Worth noting that Stargate has been under development for over a year and a spend of $100B/yr was already publicly reported back in April This is a big deal but it isn't new - it was already happening

• @saikatc Saikat Chakrabarti on x

  Under Biden, when companies directly got aid from the IRA or Bipartisan Infrastructure Bill, they often went out of their way to say how they didn't need it, government didn't help them, etc. Elon constantly talked about how the $465 million bailout he received under Obama had

• @mattyglesias Matthew Yglesias on x

  They couldn't have done it without Trump, but also it was already under construction [image]

• @natolambert Nathan Lambert on x

  Stargate Project was announced — $500B in CapEx for AI in the US feels like a good thing for US security and for AI's continued progress in capabilities. Google's entire capex in 2024 was $50B. This is a hard amount of money to actually spend. Maybe just 1% of that can go to

• @gbrl_dick Gabriel on x

  important to temper your expectations re: stargate imo. historically masa-san has aimed for a real ROI roughly between negative 2 per cent and positive 1 per cent on investments greater than one billion dollars.

• @sundeep Sunny Madra on x

  My guess is Stargate will mostly be debt funded... (think Coreweave and most datacenters at this point) At 10x leverage, you only need $10b in equity to fund the first $100b commitment...

• @pmddomingos Pedro Domingos on x

  Stargate would look a lot better if DeepSeek hadn't just matched o1 at a tiny fraction of the cost.

• @petergyang Peter Yang on x

  In light of Masa's Stargate investment - I present to you his truly visionary slides about AI from a few years ago [image]

• @basedbeffjezos @basedbeffjezos on x

  Did... OpenAI just raise half a trillion??

• @thejeffdo @thejeffdo on x

  $500 billion dollars. It's a little bit shy of $7 trillion @sama was looking for before. But it's a good start. 🤯

• @anshublog Anshu Sharma on x

  My company announces $5B in funding... ...using the new formula for announcements. You announce $500B, then commit to $100B for “this year” and then everyone finds out only ~$10B is actually secured.

• @deedydas Deedy on x

  Masayoshi Son's Softbank investment in the $500B Stargate is far from the first crazy investment he's done. Masa invested $20M for 30% of Jack Ma's Alibaba in 2000 in a 10 minute meeting at his house. That stake was worth $200B at peak, a 10,000x return.

• @packym Packy McCormick on x

  This is so cool until you realize the government could have installed ~500 EV charging stations with this money.

• @eyuplovely @eyuplovely on x

  This feels like something that is going to make the world immeasurably worse in many ways

• @boltzmannbooty @boltzmannbooty on x

  Effectively doubling the budget of the US intelligence community! Congratulations everybody

• @ludwigabap Ludwig on x

  what's the name when animals in danger start posturing and puffing their feathers etc to make themselves appear bigger/more dangerous when they're losing?

• @glennluk Glenn on x

  Keep in mind chips & servers are short-lived assets that depreciate quickly; there's a reason accountants calculate useful lives in the 3-5 year range. (This is fundamentally different from long-lived assets like rail & power infrastructure w/ 50+ year useful lives)

• @basedbeffjezos @basedbeffjezos on x

  He wasn't kidding... 😳 [image]

• @mcaleerstephen Stephen McAleer on x

  Compute is not a bottleneck

• @energybants Mark Nelson on x

  PROJECT STARGATE ENERGY ANALYSIS Project Stargate is going to need an enormous amount of power: each of the five Stargates needs about 5 gigawatts (about five million people's worth) of constant electricity for each ~$100b supercomputer project. Let's break it down. Each

• @andreaslbigger Andreas Bigger on x

  Softbank has $40B in cash. Where is $500B coming from? [image]

• @pseudolad @pseudolad on x

  AGI for the low low price of just 16 manhattan projects [image]

• @tomough Tom Ough on x

  Worth noting the use of the term “Stargate” in 2001: A Space Odyssey. It's a portal via which an astronaut takes what seems to be the next evolutionary step: transcending his corporeal form to become a celestial being of energy. It's a singularity of sorts. Buckle up!

• @mreiffy @mreiffy on x

  Ironically, 100k jobs created to ultimately end millions

• @oracle @oracle on x

  We are proud to be working with OpenAI, SoftBank, and MGX on the Stargate Project to secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world.

• @davidu David Ulevitch on x

  We need nuclear. Now. A lot. Large reactors. Small reactors. Micro reactors.

• @pradyuprasad Pradyumna on x

  > will develop superintelligence > create thousands of jobs ????

• @bonegpt Bone on x

  Where to put your money now that Stargate was announced? A thread on what companies stand to benefit from $500b in AI infrastructure spending 🧵

• @lugaricano Luis Garicano on x

  Europe needs to wake up NOW: The US races ahead with regulatory flexibility and a huge ($500bn!) investment in AI infrastructure. AI is a horizontal technology that will serve as the basis of all future R&D. Without AI, Europe will fall behind in innovation in every sector.

• @elidourado Eli Dourado on x

  Time to update the article, lol [image]

• @arithmoquine Henry on x

  idk, i feel like people just don't quite get it. this is among the most expensive undertakings in human history. it's a scale mankind has never operated at before. there is literally no parallel

• @samantha1989tv Samantha A on x

  anything? [image]

• @owl_posting @owl_posting on x

  trump: i dont get it sam altman: what dont you get? trump: if you build agi, doesnt that get rid of all jobs? sam altman: no honey...thats not how it works trump: oh. okay. sam altman: trump: sam? sam altman: yes? trump: how does it work? sam altman: well. think

• @netcapgirl Sophie on x

  [image]

• @aidan_mclau Aidan McLau on x

  fun fact: if you open apple news and scroll aimlessly past ~1000 articles, you'll find zero (0) mentions of the stargate project

• @justinamash Justin Amash on x

  The Stargate Project sounds like the stuff of dystopian nightmares—a U.S. government-announced partnership of megacorporations “to protect the national security of America and its allies” and harness AGI “for the benefit of all of humanity.” Let's maybe take a beat here.

• @tsarnick @tsarnick on x

  Larry Ellison says the Stargate Project will construct the largest computer ever built which will enable AI to create cancer vaccines, personalized medicine and pandemic prevention [video]

• @samstein Sam Stein on x

  This is definitely a first for me. A SENIOR official in the White House publicly declaring that the president's big announcement from the day prior is kind of a ruse [image]

• @gavinsbaker Gavin Baker on x

  Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM. SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in

• @polynoamial Noam Brown on x

  This is on the scale of the Apollo Program and Manhattan Project when measured as a fraction of GDP. This kind of investment only happens when the science is carefully vetted and people believe it will succeed and be completely transformative. I agree it's the right time.

• @sama Sam Altman on x

  @SmokeAwayyy absolutely not! very important and huge partnership, for a long time to come. we just need moar compute.

• @tanayj Tanay Jaipuria on x

  Wow! Stargate Project will invest $500B over the next 4 years - that's ~0.4% of US GDP over that period. For comparison, the inflation-adjusted dollars spent on other large undertakings: • Interstate Highway System: ~$650B • Apollo Program: ~$280B • Manhattan Project: ~$35B

• @kakashiii111 @kakashiii111 on x

  So, basically, “Stargate” is just a recycled marketing name for a move that was already announced back on June 12, 2024? It's amazing how desperate they are for more catalysts, recycling them over and over. [image]

• @sama Sam Altman on x

  build monuments in the desert

• @smokeawayyy @smokeawayyy on x

  OpenAI and Microsoft are done.