Nvidia, OpenAI and Oracle

OpenAI, Oracle’s ‘Stargate’ Takes a Billion-Dollar Leap with Nvidia’s AI Chips
OpenAI and Oracle are trying to secure billions in Nvidia chips for their new 'Stargate' AI hub, setting a transformative benchmark for next-generation AI innovation.
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
The site, in the small city of Abilene, is expected to house 64,000 of Nvidia’s coveted GB200 semiconductors by the end of 2026. The chips will be added to several halls of the data center in phases,
Oracle, OpenAI eyeing Nvidia chips for Stargate worth billions, Bloomberg says
OpenAI and Oracle (ORCL) intend to start filling a massive new data center in Texas with tens of thousands of powerful
Nvidia Powers OpenAI And Oracle's $100 Billion Stargate Infrastructure, First AI Data Center Set To Launch in Texas
Nvidia adds Stargate as customer, plans to fill Texas data center with 64K AI chips by 2026. OpenAI, Oracle to use Nvidia chips in 10 data halls.
OpenAI, Oracle to equip Texas data centre with Nvidia AI chips
The Abilene data centre is projected to house 64,000 of Nvidia’s GB200 superchips by the end of 2026, with the rollout occurring in phases.
Thousands of Nvidia (NVDA) Microchips to Be Used in New Oracle and OpenAI Data Center
Oracle (ORCL) and privately held OpenAI plan to fill their new U.S.-based data center with billions of dollars worth of Nvidia (NVDA)
What Analysts Think of Oracle Stock Ahead of Earnings
Key Takeaways Oracle is scheduled to report fiscal third-quarter earnings after the market closes Monday.A slight majority of ...
DatacenterDynamics2d
OpenAI and Oracle to deploy 64,000 GB200 GPUs at Stargate Abilene data center by 2026 – report
OpenAI and Oracle are expected to deploy 64,000 Nvidia GB200s at the Stargate data center in Abilene, Texas by the end of ...
The Information2d
Inside the Start of Project Stargate—and the Startup Powering It
On the barren outskirts of Abilene, Texas, traffic had snarled to a crawl: It was shift-change time at Project Stargate, and ...
Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)
Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...
Nvidia's $500B AI Mega-Deal: The Start of a Tech Revolution or Just the Beginning?
OpenAI, Oracle, and SoftBank are building a next-gen AI empire--with Nvidia at the center. Here's what investors need to know ...
Oracle's AI Boom Faces A Reality Check: DOGE Doubts, Debt, TikTok Risks
Oracle's AI narrative and involvement in the Stargate initiative have driven up its valuation, but concerns remain about debt ...
A Potentially Highly Profitable Range-Bound Strategy For Oracle
Oracle is currently around its fair value of $155.2, making it less attractive for new positions or for a covered call. Find ...