AI’s $100 Billion Stargate Venture Touted by Trump Will Tap Solar Power

We assume ~ $40-50B incremental of the ~$500B spend by 2027-28E from OpenAI could be on custom silicon (AVGO) as we move later into the project timeline as AVGO continues to develop its own chip,

Rakesh wrote, referring to Broadcom by its ticker symbol

We believe the strength of its Gemini model is growing, and we believe there will continue to be incremental use-cases going forward,

Ader said

Ultimately, Toast is leveraging AI to not only provide insights but make it easy for restaurant owners to act on those insights, which is something we believe will further differentiate Toast's already-best-in-class platform from its competition; we are not aware of any competitors in the space with remotely similar capabilities,

Ader said

Our broad conclusion is that we are still in the early innings when it comes to AI development and usage, and the risks of not investing in AI (for institutional investors, hyperscalers, large language model [LLM] providers, enterprises, etc.) substantially outweigh the risks of investing in AI,

analyst Jason Ader wrote

We continue to feel positive about Meta's AI adoption and the benefits being realized by advertisers,

he continued

Going forward, it will continue to deploy capital investments into data centers for AI advancements, which we believe will allow the company to remain a leader in the space,

he added

Equipped with one of the largest proprietary datasets among technology companies, Llama's base model will continue to be leveraged by other companies looking to fine-tune their own model, in our opinion,

he said

I do really believe that very much like when you read in the history books about how President Kennedy said, we're going to put a man on the moon. This is one of those big declarations that's so important to the future of America. This has the potential to be sort of the beacon of America's technological progress. And I really think our true success, though, is going to hinge on what goes behind the big headline,

she said

If you think about the typing pools of the past and how they were replaced by word processing if you think about manufacturing jobs that were replaced by robotics and machinery, we need to be thinking about that upfront and showing people who are in jobs impacted. You can be retrained, you can be upskilled, things can be retooled. And I do believe it will create sort of the next technology renaissance,

she said

There are career government employees, there are private sector companies. There are different industry sectors. And each one of them plays a role in making our economy strong and improving our national security. And, you know, I think you could probably say about every president, they bring with them a set of relationships. And so, the key is really just understanding how are those relationships utilized in a way that benefits the United States and, you know, kind of let the results and the deliverables be, the proof of, you know, how those relationships are being leveraged,

she said

Elon Musktesla CEO

They don't actually have the money,

Musk stated bluntly, raising questions about the financial viability of the initiative

Elon doesn't like one of those people,

Trump said

But I think it's too early to actually tell what this will all flesh out to, other than the fact that this isn't a hyperscaler,

Hardy said, referring to incumbent cloud computing firms

The scale that we're talking about here has never been done before, so it's a huge undertaking that will absolutely create a bunch of jobs and great things like that,

said Jason Hardy, chief technology officer for AI at Hitachi Vantara, which provides storage systems for data centers

It feels like (Nvidia) got another big purchaser,

said Stacy Rasgon, an analyst at Bernstein who follows the semiconductor industry

This is a potential wakeup call that smaller companies can move faster,

said Robert Brooks IV, vice president of revenue at Lambda, referring to the Stargate plan

These dynamics should help with MSFT's efforts to ease supply constraints, bring more revenue-generating AI capacity online, & re-accelerate Azure growth towards the mid 30% level,

Wood wrote

Given switching represents > 50% of networking spend and Arista's > 30% share of high-end datacenter switching, we see this as a +$6B [serviceable addressable market] over 5 years,

the analyst wrote

SoftBank has well under $10B secured. I have that on good authority,

Musk added in a subsequent post