Stargate

“Trump, when they were down in Mar-a-Lago, took it from a hundred billion to two hundred billion, and now they got to five hundred billion, which served everybody around the table really well.”

“Even if an NVIDIA competitor showed up, I don't think they can create enough production in the amount of time you need.”

“Larry said at the press conference, They have 10 buildings already built in Abilene. They have another 10 under construction, and we know that OpenAI is already running workloads out of Abilene, Texas, which is where this mega project's going to be built, and …”

“And I'm forecasting maybe 250,000 GPUs this year, maybe a million or two million, you know, next year”

“It sounds to me like maybe a, an even better funded version of CoreWeave”

“Elon is 100% right. Nobody has five hundred billion dollars. In fact, nobody has a hundred billion dollars to contribute to this on day one.”

“And the operational control will be from OpenAI. So they'll, they'll call the shots relative to all the things relative to the operation.”

“Out of the thirteen billion dollars of capex required, you know, if you make an assumption about 25 75 or 30 70 equity to debt, that probably requires like a three billion dollar equity check.”