BIG TECH

Oracle, SoftBank, OpenAI power Stargate expansion

Stargate is going through a growth spurt. 

Oracle, OpenAI and SoftBank are building five new U.S. data center sites, bringing the Stargate project to nearly 7 gigawatts and $400 billion in investment deployed over the next three years, the companies announced Tuesday. The announcement puts the project ahead of schedule and a step closer to the initial commitment of 10 gigawatts of capacity and $500 billion investment. 

The data center sites will be located in Lordstown, Ohio; Shackelford County, Texas; Milam County, Texas; Doña Ana County, New Mexico and an unnamed site in the Midwest. More sites will be added eventually to complete the commitments, OpenAI noted in a press release. 

It’s been a big week for AI infrastructure hot shots. The news follows Nvidia’s $100 billion investment in OpenAI, announced Monday, to develop at least 10 gigawatts in AI data centers, with the first gigawatt expected to be deployed in the second half of 2026. 

These astronomical dollar signs and hastened timelines could signal that AI companies are feeling the pressure to make their lofty visions a reality. OpenAI CEO Sam Altman told CNBC on Monday that infrastructure presented an "unprecedented" challenge in AI development. In his personal blog, he emphasized that his goal to create “a factory that can produce a gigawatt of new AI infrastructure every week” could be the key to an AI model that can cure cancer or tutor every student on earth.  

“AI can only fulfill its promise if we build the compute to power it,” Altman said in Tuesday’s announcement. “That compute is the key to ensuring everyone can benefit from AI and to unlocking future breakthroughs.”

Tech giants are clearly adopting a “build it and they will come” mentality with AI, but the question of how to generate returns on these massive investments remains unanswered. An August report from MIT found that only 5% of AI pilot programs achieve rapid revenue acceleration, with a large majority having little impact on revenue. At this point, it’s unclear if pouring more money into AI is the key to getting people to actually use it.

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AI INFRASTRUCTURE

Nvidia’s self-fulfilling investment

What goes around comes around.

Monday’s announcement that Nvidia’s $100 billion investment in OpenAI marked one of the biggest AI infrastructure investments to date. The real beneficiary of this deal, however, might be Nvidia. 

• OpenAI signed an eye-popping $300 billion contract with Oracle in mid-September to provide the model developer with computing power over the next five years. 

• And Oracle, meanwhile, is feasting on Nvidia chips: The cloud giant struck a deal in May with Nvidia to purchase $40 billion worth of high-performance chips to power a data center in Abilene, Texas.

• Though the dollar amounts aren’t one-to-one, Nvidia is essentially investing it itself, allowing it to come out on top in this cycle. 

But the benefits may extend beyond the money itself. The core of OpenAI’s AI infrastructure utilizes Nvidia technology, with plans for the first gigawatt deployment on the Nvidia Vera Rubin platform scheduled for 2026. 

Nvidia might now be in the position to heavily influence OpenAI’s hardware strategy toward its own products and make the firm reluctant to turn to competitors, Scott Bickley, advisory fellow at Info-Tech Research Group, told The Deep View on Monday. 

At a minimum, Bickley noted the relationship can ensure “any custom-built solutions are complementary, not competitive.”

Given OpenAI’s supremacy in the market, these kinds of deals could allow Nvidia to bend the future of AI infrastructure design in and of itself. 

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ROBOTICS

Middle East’s first AI robotics lab launches

Nvidia has teamed with Abu Dhabi’s Technology Innovation Institute to launch the Middle East’s first AI and robotics lab to develop humanoid robotics and embodied AI.

The lab will focus on: 

• Building next-generation robots, including humanoids, four-legged robots and robotic arms

• Using Nvidia’s latest GPU chips, including Thor, to accelerate robotics platforms

• Developing AI models with applications across sectors

• Advancing Physical AI

• Developing large language models such as TII’s Falcon family, the Middle East’s largest AI models

By pairing Nvidia’s computing pipeline with TII’s robotics and autonomy research, the partners are positioning themselves at the crest of rising demand for generative AI in physical systems.

Dr. Najwa Aaraj, CEO of TII, said the collaboration marks a major step toward building AI-enhanced robotic systems capable of reasoning, adapting and acting in complex environments. 

“We are laying the foundation for a new era of intelligent machines,” Aaraj said. 

The news also comes as part of the UAE’s wider strategy to establish itself as a leader in the AI and robotics space.

The country has been ramping up its investments in the technologies in recent years, and in May. it signed a multi-billion-dollar AI Acceleration Partnership with the U.S. The deal includes plans to build a 1GW AI data center powered by Nvidia chips and a 5GW UAE-US AI Campus, both located in Abu Dhabi.

From Nvidia’s side, the partnership comes amid its growing push to move into the humanoid robotics space.

“Nvidia is particularly interested in humanoid robotics because training their control algorithms will likely require massive datasets that are hard to obtain in the real world, and are likely to be generated using simulated worlds,” Benjamin Lee, a professor of engineering and computer science at the University of Pennsylvania, told The Deep View. 

“These simulations will require heavy use of GPUs,” he added. “Some companies and countries are likely building massive data centers, filling them with GPUs, and asking the sort of research questions (e.g., humanoid robotics) that could benefit from all of that computing infrastructure.”

LINKS

• AI’s $800 billion revenue shortfall could stall growth

• Uber offers prepaid passes for frequently traveled routes 

• Apple rolls out developer betas to enable agentic AI on devices

• WhatsApp brings built-in text translations to iPhone, Android

• New H-1B visa plan prioritizes top-paid, highly skilled workers

• Stanford scientists warn AI “workslop” drains productivity

• Microsoft Paint: Microsoft is letting users test experimental AI features through a new program called Windows AI Labs, starting with Microsoft Paint. 

• Learn Your Way: A Google Labs research experiment that uses generative AI to customize educational materials for students.  

• Cursor CLI: Allows users to leverage agents within a coding terminal to write, review and modify code.

• Granite-Docling: A compact, open-source vision language model by IBM that converts documents into machine-readable formats while preserving their original layouts.

• Google: Data Scientist, Research, Search Experiments

• Adobe: Data Scientist

• Uber: Data Scientist II

• Toyota Research Institute: Computer Vision Engineer

GAMES

A QUICK POLL BEFORE YOU GO