Heading into earnings, many investors expected a rise in cloud infrastructure bookings and capital expenditures due to the joint venture, dubbed Stargate. The project’s first campus is taking shape in ...

TL;DR: NVIDIA is supplying 64,000 GB200 AI GPUs for the Stargate AI supercomputer, a project announced by President Trump with OpenAI, SoftBank, and Oracle. The GPUs, costing $2.24 billion ...

The Stargate Project, announced at the beginning of the year, would involve close collaboration between Oracle, NVIDIA (NVDA), and OpenAI to build and operate the computing system. UBS analysts ...