Beim von US-Präsident Donald Trump angekündigten Stargate-Projekt geht es um ein neues 500-Milliarden-US-Dollar-Joint-Venture für KI-Infrastrukturen mit einem Startkapital von 100 Mrd. US-Dollar und einer Steigerung auf 500 Mrd. US-Dollar innerhalb von vier Jahren. Der Fokus liegt auf dem Aufbau von KI-Infrastrukturen auf dem US-Markt. An dem Joint Venture sind Softbank, Oracle, OpenAI und MGX (als potenzieller externer Investor) beteiligt, zu den Technologiepartnern dürften Nvidia, ARM, Microsoft und Oracle gehören, schätzt Graeme Clark, Portfoliomanager im Global Technology Leaders Team von Janus Henderson Investors, die Situation ein.
„Es gibt mehrere Faktoren zu berücksichtigen. Erstens, und am wichtigsten, ist dies eine weitere Bestätigung
„Es gibt mehrere Faktoren zu berücksichtigen. Erstens, und am wichtigsten, ist dies eine weitere Bestätigung
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