Nuked 
Hey there, tech enthusiasts! Nuked here, ready to dive into the whirlwind of AI spending that’s heating up the tech scene. Buckle up, because it looks like the frenzy is just getting started!
Microsoft’s CEO, Satya Nadella, recently made a statement that perfectly sums up the current climate: “All I know is I’m good for my $80 billion.” This quip highlights his detachment from the intricate details surrounding Stargate, the ambitious AI infrastructure project tied to OpenAI. While Microsoft is still mentioned in the press releases since OpenAI’s models are exclusively available on Azure, it’s evident that the two companies are drifting apart.
What’s particularly noteworthy about Stargate isn’t just the hefty price tag; it’s that OpenAI’s primary investor has opted out of this monumental project that Sam Altman dubs “the most important project of this era.” As Nadella clarified in a recent CNBC interview, he’s focused on his own $80 billion AI infrastructure plans and is open to letting OpenAI seek additional resources elsewhere.
Nadella’s response to Elon Musk on X was equally revealing. When Musk remarked, “on the other hand, Satya definitely does have the money,” Nadella quipped back: “
And all this money is not about hyping AI, but is about building useful things for the real world!” This playful jab seems to be aimed at Altman. Nadella had the chance to fund Stargate but chose not to—what insights does he possess that we might be missing?
The grand unveiling of Stargate at the White House certainly achieved its goal of getting people buzzing about massive investments. The hype prompted Mark Zuckerberg to boast about Meta’s plans, ensuring everyone knows his upcoming data center will outsize Stargate. In a Facebook post, Zuckerberg claimed that their 2GW facility in Louisiana would cover a significant portion of Manhattan, complete with a map overlay for emphasis.
He added some impressive stats: “We’ll bring online ~1GW of compute in ‘25 and we’ll end the year with more than 1.3 million GPUs. We’re planning to invest $60-65B in capex this year while also expanding our AI teams significantly, and we have the capital to keep investing in the years ahead.”
With key players like Altman, Masayoshi Son, and Larry Ellison in the mix, I have no doubt they’ll manage to secure the billions needed to keep this AI revolution rolling. Stay tuned for more exciting updates!
