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Arista Stock Falls Even As Analysts Highlight $6B Opportunity From Stargate: Retail’s Doubling Down
Arista Networks Inc. (ANET) shares dropped by nearly 1% during mid-day trade on Thursday despite optimism from Piper Sandler, which highlighted the company as a key beneficiary of the Stargate AI ...
Datacenter Dynamics46m
Stargate and other things you could do with $500bn
With this week’s announcement that OpenAI plans to launch a $500 billion data center company, we wanted to put that number into perspective. Instead of a new AI infrastructure business called Stargate ...
Behind $500 billion AI data center plan, US startups jockey with tech giants
This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble class of cloud computing ...