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Of course, where the money for that compute comes from is a big unanswered question. And it's the sticking point Elon Musk used to criticize the announcement and amp up his feud with Altman. OpenAI certainly doesn't have the money, even though they said they would pledge $100 million immediately to the project.

Of course, where the money for that compute comes from is a big unanswered question. And it's the sticking point Elon Musk used to criticize the announcement and amp up his feud with Altman. OpenAI certainly doesn't have the money, even though they said they would pledge $100 million immediately to the project.

Of course, where the money for that compute comes from is a big unanswered question. And it's the sticking point Elon Musk used to criticize the announcement and amp up his feud with Altman. OpenAI certainly doesn't have the money, even though they said they would pledge $100 million immediately to the project.

But it might not matter if the point of Stargate was to hand Trump an early tech industry win and give OpenAI yet more runway to plan for the future.

But it might not matter if the point of Stargate was to hand Trump an early tech industry win and give OpenAI yet more runway to plan for the future.

But it might not matter if the point of Stargate was to hand Trump an early tech industry win and give OpenAI yet more runway to plan for the future.

But again, all of this, like so much of AI over the past few years, is built around promises and now a significant amount of Trump-style showboating. Because if you can convince the people with money and now the people with money who work in and around the Trump administration, then you might just get the funding or the easing of regulatory scrutiny you need to keep the lights on for another year.

But again, all of this, like so much of AI over the past few years, is built around promises and now a significant amount of Trump-style showboating. Because if you can convince the people with money and now the people with money who work in and around the Trump administration, then you might just get the funding or the easing of regulatory scrutiny you need to keep the lights on for another year.

But again, all of this, like so much of AI over the past few years, is built around promises and now a significant amount of Trump-style showboating. Because if you can convince the people with money and now the people with money who work in and around the Trump administration, then you might just get the funding or the easing of regulatory scrutiny you need to keep the lights on for another year.

Up until this last week, massive data centers were all the rage. Mark Zuckerberg even went on Facebook the same week of the Stargate announcement to remind everyone that Meta is building a $10 billion data center in Louisiana. Amazon's also planning an $11 billion AWS expansion in Georgia. There's no reason to believe yet that these companies are going to hit pause on any of these plans.

Up until this last week, massive data centers were all the rage. Mark Zuckerberg even went on Facebook the same week of the Stargate announcement to remind everyone that Meta is building a $10 billion data center in Louisiana. Amazon's also planning an $11 billion AWS expansion in Georgia. There's no reason to believe yet that these companies are going to hit pause on any of these plans.

Up until this last week, massive data centers were all the rage. Mark Zuckerberg even went on Facebook the same week of the Stargate announcement to remind everyone that Meta is building a $10 billion data center in Louisiana. Amazon's also planning an $11 billion AWS expansion in Georgia. There's no reason to believe yet that these companies are going to hit pause on any of these plans.

Microsoft has said it's planning to spend $80 billion this year alone on AI-related investment, some of which will go to Stargate, we think, but a lot of which is already planned expansions of its existing Azure infrastructure. And that's why DeepSeq hit so hard. It's arguably the most significant challenge to the AI status quo to date.

Microsoft has said it's planning to spend $80 billion this year alone on AI-related investment, some of which will go to Stargate, we think, but a lot of which is already planned expansions of its existing Azure infrastructure. And that's why DeepSeq hit so hard. It's arguably the most significant challenge to the AI status quo to date.

Microsoft has said it's planning to spend $80 billion this year alone on AI-related investment, some of which will go to Stargate, we think, but a lot of which is already planned expansions of its existing Azure infrastructure. And that's why DeepSeq hit so hard. It's arguably the most significant challenge to the AI status quo to date.

In particular, a challenge to the kind of funding that's driven the past few years of the generative AI boom. Because if the claims around DeepSeq are true, then it's shown that companies might not actually need all that compute. And they certainly don't need $500 billion worth of new data center infrastructure to release a competitive model.

In particular, a challenge to the kind of funding that's driven the past few years of the generative AI boom. Because if the claims around DeepSeq are true, then it's shown that companies might not actually need all that compute. And they certainly don't need $500 billion worth of new data center infrastructure to release a competitive model.

In particular, a challenge to the kind of funding that's driven the past few years of the generative AI boom. Because if the claims around DeepSeq are true, then it's shown that companies might not actually need all that compute. And they certainly don't need $500 billion worth of new data center infrastructure to release a competitive model.

Already, we've seen high-profile industry figures respond to DeepSeek. Sam Altman on Monday called it a, quote, impressive model and added that it was, quote, legit invigorating to have a new competitor. NVIDIA was nice about it, too, with the company releasing a statement calling DeepSeek an excellent AI advancement.

Already, we've seen high-profile industry figures respond to DeepSeek. Sam Altman on Monday called it a, quote, impressive model and added that it was, quote, legit invigorating to have a new competitor. NVIDIA was nice about it, too, with the company releasing a statement calling DeepSeek an excellent AI advancement.