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MI: Stargate initiative looks to expand globally with OpenAI and Oracle Cloud driving demand

  • September 30, 2025
  • Analyst: Philbert Shih

It was a very busy month for the likes of NVIDIA, OpenAI and Oracle as they continue to plan for unprecedented levels of cloud and data centre infrastructure development, while NVIDIA is set to make a strategic investment in OpenAI worth about $100b.

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