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Open original source ↗We breakdown what the OpenAI Stargate Joint Venture is including the winners and lowers, and where the money actually comes from?
We also have estimates for the breakdown of costs for the clusters and sizing.
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OpenAI Stargate Joint Venture Demystified Microsoft Sore Loser Does Softbank Have The Capital? Texas GigaCampus Winners & Losers The Real Numbers Behind Stargate Lancium, Crusoe, Oracle, MGX Cost Breakdown Arm Is Fake News https://t.co/bF4FLDYju7
SemiAnalysis_ ↗