Stargate is an AI infrastructure company with a total investment of US$500 billion. It is currently investing US$100 billion in the initial stage to build a huge data center in Texas.
Initial equity investors in Stargate include SoftBank, OpenAI, Oracle and MGX. SoftBank and OpenAI are the main partners of "Stargate", with SoftBank responsible for finance and OpenAI responsible for operations. Masayoshi Son will serve as chairman. Obviously, this is the petition given to Trump by SoftBank and Masayoshi Son.
SoftBank, OpenAI, and Oracle are all well-known technology companies, and MGX is an investment company jointly established by the UAE sovereign wealth fund Mubadala Investment Company and artificial intelligence company G42. The company plans to manage more than $100 billion in assets in the next few years, with its investment strategy focused on AI infrastructure, semiconductors, and core AI technologies and applications.
OpenAI stated that this infrastructure will ensure U.S. leadership in the field of AI, create hundreds of thousands of jobs, and bring huge economic benefits to the world. The program will not only support the reindustrialization of the United States but will also provide strategic capabilities to protect the national security of the United States and its allies.
This plan will have a huge impact on the future AI industry structure, because the US official authorities have stepped in to arrange the situation, which is equivalent to the "Star Wars" competition back then. It is no longer a simple competition between individual companies. In addition, this plan also specifically states that the goal includes the development and output of AGI, which is general artificial intelligence. Once released, the changes to all levels of society will be huge.
However, the most awkward person behind this project is Elon Musk. This project did not invite him. This may also be due to his conflict with OpenAI, or that his own AI products are not that influential.
Musk commented under OpenAI’s official announcement: They actually don’t have that much money.
Many users of OpenAI question the feasibility and rationality of the project. Their main concerns are: whether investors can afford so much money, whether the chip production capacity can keep up, and whether OpenAI's status as a "non-profit organization" supports it to join the project, and more.
According to previous reports, OpenAI's losses may be US$5 billion in 2024, and losses are expected to further climb to US$14 billion by 2026, mainly due to the high cost of large language model training.
