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Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#161
post #33

It appears this basically locks out Google, Amazon and Meta. Why are we declaring OpenAI as the winner? This is like declaring Netscape the winner before the dust settled. Having the govt involved in this manner can’t be a good thing.

Amazon MGM will do the media tie-ins. ;)

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#163

~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country. If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

watching the press conference and Onsite power production were mentioned. I assume this means SMRs and solar.

just as likely to be natural gas or a combination of gas and solar. I don't know what supply chain looks like for solar panels, but I know gas can be done quickly [1], which is how this money has to be spent if they want to reach their target of 125 billion a year.

The companies said they will develop land controlled by Wise Asset to provide on-site natural gas power plant solutions that can be quickly deployed to meet demand in the ERCOT.

The two firms are currently working to develop more than 3,000 acres in the Dallas-Fort Worth region of Texas, with availability as soon as 2027

[0] https://www.datacenterdynamics.com/en/news/rpower-and-wise-a...

[1.a] https://enchantedrock.com/data-centers/

[1.b] https://www.powermag.com/vistra-in-talks-to-expand-power-for...

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#166

Earlier quoted context omitted.

watching the press conference and Onsite power production were mentioned. I assume this means SMRs and solar.

I don't think any assembly line exists that can manufacture and deploy SMRs en masse on that kind of timeframe, even with a cooperative NRC

There have been literally 0 production SMR deployments to date so there’s no possibility they’re basing any of their plans on the availability of them.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#167

~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country. If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

Notably it is significantly more than the revenue of either of AWS or Azure. It is very comparable to the sum of both, but consolidated into the continental US instead distributed globally.
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