Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.

A massive AI data center proposed near Cheyenne, Wyoming, would use more electricity than all homes in the state combined.

OpenAI and Oracle have announced they will develop an additional 4.5 gigawatts of data center capacity, expanding their ...

Six months after its splashy debut at a White House press event, the $500 billion Stargate project is said to be going ...

On Tuesday, OpenAI announced a partnership with Oracle to develop 4.5 gigawatts of additional data center capacity for its ...

The latest agreement between OpenAI and Oracle will expand Stargate’s data center capacity, ultimately surpassing the halfway ...

The US$500 billion Stargate artificial intelligence infrastructure project is moving forward despite internal disputes and ...

The 4.5 gigawatt commitment will create more than 100,000 construction and operations roles in the U.S., according to a ...

OpenAI noted that the expansion is expected to create over 100,000 jobs across construction, operations, manufacturing, and ...

OpenAI confirms Project Stargate is still on, and its first site, Stargate I, is already partly operational in Abilene, Texas ...

OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge artificial ...

The $200 million DoD contract is for OpenAI to develop AI tools for national security purposes, potentially placing it as a competitor to Palantir.