Texas positioning itself better than expected for AI and EVs is the plot twist the peasants needed
If they plan to transition off oil/nuclear it will be fun to watch
Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
321–330 of 1001 posts
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#322Earlier quoted context omitted.
Don't worry, they said they are doing it in Texas where the power grid is super reliable and able to handle the massive additional load.
" Don't be snarky. " " Eschew flamebait. " Let's not have regional flamewar on HN please. https://news.ycombinator.com/newsguidelines.html
Not guilty. No sarcasm intended, of course. If your guidelines are so broad to include this, you should work on them, and in turn, yourself.
Governor says our power grid is the best in the universe. Why don't you believe us?
Stop breaking your own rules.
"Please respond to the strongest plausible interpretation of what someone says, not a weaker one that's easier to criticize. Assume good faith."
"Please don't post shallow dismissals, especially of other people's work. A good critical comment teaches us something."
Let's not ruin HN with overmoderation. This kind of thing is no longer in fashion, right?
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#323So tsmc and nvidia basically then?
Broadcom, Intel, AMD, Qualcomm, ARM, and Tesla.
Someone else will have to fill in the stocks for:
AI robotics:
Data Center energy:
We all know the cloud/software picks.
What am I missing?
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#324Earlier quoted context omitted.
Interestingly, there seems to be no actual government involvement aside from the announcement taking place at the White House. It all seems to be private money.
Government enforcing or laxing/fast tracking regulations and permits can kill or propel even a 100B project, and thus can be thought as having its own value on the scale of the given project’s monetary investment, especially in the case of a will/favor/whim-based government instead of a hard rules based deep state one.
Isn't that a state and local-level thing, though? I can't imagine that there is much federal permitting in building a data center, unless it is powered by a nuclear reactor.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#325It 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.
Interestingly, there seems to be no actual government involvement aside from the announcement taking place at the White House. It all seems to be private money.
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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#326March 2024: The Stargate project is announced - https://www.tomshardware.com/tech-industry/artificial-intell... June 2024: Oracle joins in - https://www.datacenterdynamics.com/en/news/openai-to-use-oci... January 2025: Softbank provides additional funding, and they for some reason give credit to Trump?
Yes, thank you for calling this out. The project has been around for a bit.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#327Earlier quoted context omitted.
They say this will include hundreds of thousands of jobs. I have little doubt that dedicated power generation and storage is included in their plans. Also I have no doubt that the timing is deliberate and that this is not happening without government endorsement. If I had to guess the US military also is involved in this and sees this initiative as important for national security.
Yes, Trump announced this as a massive foreign investment coming into the US: https://x.com/WatcherGuru/status/1881832899852542082
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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#328"create hundreds of thousands of American jobs"... Given the current educational system in the US, this should be fun to watch. Oh yeah, Musk and his H-1B Visa thing. Now it's making sense.
If they're creating that many jobs, it means most of them are construction work. Skilled labor for sure, but not necessarily college educated.
How does this work out in the long term? Operating a data center does not require that many blue-collar workers.
I'm imagining a future where the US builds a Tower of Babel from thousands of data centers just to keep people employed and occupied. Maybe also add in some paperclip factories¹?
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#329[deleted]