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The CEO of Arm stated that they will provide CPUs for Stargate, and NVIDIA is expected to participate in the chip Infrastructure.
Tesla CEO Elon Musk criticized OpenAI, Oracle, and SoftBank on Wednesday for not having enough funds to fulfill their investment commitments to USA AI infrastructure. Rene Haas responded that he hadn't seen the post, stating that without financial support, President Trump would not have announced the AI policy alongside various companies.
The most shrewd Microsoft, which has been "excluded": is the Stargate project actually in line with their intentions?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm only act as technical partners; ② On Tuesday, Microsoft also announced a modification to its exclusive supply agreement for computing power with OpenAI, further fueling market speculation; ③ Insider sources revealed that after the turmoil at OpenAI's senior management, Microsoft is reluctant to invest large sums of money, and giving up exclusive rights is actually beneficial.
Trump's "Stargate" plan has triggered changes in the AI landscape, is the relationship between Microsoft and OpenAI evolving?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
The 500 billion AI Infrastructure plan faced criticism from Musk, and Altman rarely took a hard stance.
① Trump announced that OpenAI, SoftBank, and Oracle will jointly invest 100 billion dollars to create the "Interstellar Gate" AI project, expanding to 500 billion dollars over the next four years; ② Musk stated that SoftBank's investment is less than 10 billion dollars, which was rebutted by Altman.
Under the wave of AI, SK Hynix's profits in Q4 soared more than 20 times, yet investors are not "buying it".
SK Hynix announced that last year's fourth quarter operating profit increased more than 20 times, reaching 8.08 trillion won.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
Nvidia Supplier SK Hynix Soars 102% In Revenue, But Stock Drops Despite AI Memory Boom
Bitcoin, Ethereum, Dogecoin Drop Amid Stock Rally, Cooling Investor Sentiment On Trump: Analyst Projects BTC At $150K If History Repeats
Ming-Chi Kuo: Himax Technologies (HIMX.US) is becoming a "key" beneficiary of Taiwan Semiconductor's advanced packaging technology COUPE.
Ming-Chi Kuo, an Analyst from Tianfeng International Securities, stated on Wednesday that Himax Technologies is becoming a "key" beneficiary of Taiwan Semiconductor's AI and silicon photonics programs.
The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."
Express News | SK Hynix: Expects Chinese Firms to Face Uncertainty in Developing Advanced Chips Due to U.S. Restrictions
OpenAI's new "backing"? Media reports: Trump had a phone call with Altman discussing AI Infrastructure before taking office.
Media reports indicate that last Friday, Trump and OpenAI CEO Altman had a long conversation discussing the potential of AI and the necessity of developing AI technology in the USA.
Express News | SK Hynix Expects to Supply 16-Layer Hbm4 Chips in the Secondhalf of Next Year
Express News | CITIC SEC: The investment sentiment in Global AI infrastructure continues to thrive, and domestic computing power demand is expected to increase steadily.
Express News | SK Hynix: Conventional Dram Market to Go Through Gradual Correction This Year
Express News | SK Hynix: Sees 2025 Capex Rising Slightly From 2024
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
Express News | SK Hynix Shares Open Down 2% After Q4 Earnings Announcement
Express News | NVIDIA's partner SK Hynix reported record profits, driven by the AI boom.
SK Hynix Posts Strong Fourth-Quarter Net Profit on AI Boom, Beating Consensus