2026-02-23
The JV drama, governance spats, byzantine credit structures, and recursive financing will continue making headlines. And folks can feel free to analyze all of it for signal. But why not just look at what's actually happening on the ground? Our drone imagery from Stargate [video]
The Information
How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority
When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …