The Biggest Beneficiaries of the $500 Billion Stargate Project Might Not Even Be AI Companies. Here Are 2 Other Stocks I'm ...

Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number ...

Artificial intelligence (AI) stocks have been some of the best investments to be holding in recent years. Chipmaker Nvidia ...

两家公司正在德克萨斯州牵头Stargate的合资项目，计划投入1000亿美元建设数据中心和其他AI基础设施。两家公司此前表示，他们的最终目标是在四年内投资5000亿美元。而他们各自的领导人孙正义和Sam Altman是多年的熟人，双方对推动AI技术发展有着共同的兴趣。

中信证券 发布研报称，2025年1月21日，美国总统特朗普宣布OpenAI、软银和甲骨文成立“星际之门 (STARGATE)”项目，全球AI基础设施投资景气度持续。短期来看，以Stargate为代表的大规模资本投入有望对海外算力产业链形成较强支撑；中长期来看，国产算力需求亦有望持续增加。建议关注：服务器；美股半导体；国产算力芯片设计与制造；光模块；PCB；AIDC；温控。

MGX stock is soaring Wednesday on the heels of the company’s involvement with OpenAI and SoftBank’s (SFTBY) new Stargate ...

The AI race took another geopolitical twist last past week, as the Trump Administration announced the formation of the $500 ...

此前，美国总统唐纳德·特朗普宣布了一项名为「星际之门」、总投资额达5000亿美元的合资企业计划。该计划由OpenAI、甲骨文公司 (NYSE: ORCL )、软银集团、微软公司 (NASDAQ: MSFT )、英伟达公司 (NASDAQ: NVDA ...

President Donald Trump's boost to AI demand hopes is outweighing fresh tariff threats on China and the EU, as earnings season ...

President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the ...

Artificial intelligence (AI) stocks have been some of the best investments to be holding in recent years. Chipmaker Nvidia ...