Stargate's $500 Billion Bet on Gigafactories Is Already Obsolete
Why the Largest AI Infrastructure Project in History Is Fighting Yesterday's War
Let me be blunt about something everyone in the industry knows but nobody’s saying publicly.
The Stargate project—that $500 billion AI infrastructure moonshot announced at the White House with all the fanfare of a state dinner—is solving a problem that may not exist by the time they finish building.
OpenAI, SoftBank, and Oracle are constructing the AI eq…
