1. $500B is a huge amount of money. Likely to be closer to $750B (Micro$oft) as the project progresses. Huge boost for energy and construction sectors.
2. Super Winner: OpenAI and Sam Altman. An extraordinary, game changing deal. Sam has the goods. Securing massive compute & operational control & industry leadership.
3. Winner: NVIDIA. Much of the $500B will go towards securing guaranteed delivery of (all?) their most advanced AI chips for years to come. Time to raise prices.
4. Don't call it a comeback: Oracle. An also-ran in the cloud computing biz just a few years ago, this puts Oracle in the front ranks, in a new light.
5. Losers: Google, Amazon, X. Without similar aggressive capital investment plans, investors and customers may wonder if they can secure the energy, real estate & compute. Google & Amazon could partner to raise $1T. X/Musk could potentially plan on moving Grok data centers into orbit to secure solar power...with someone's $1T investment.
6. Where is Apple?
7. How does Stargate plan to make money? Presumably a % on computation fees.