Source: AI Faner
President Trump’s high-profile announcement of the OpenAI “Stargate” infrastructure project at the White House on Tuesday triggered a rare public confrontation between technology giants. Although this large-scale project with a planned investment of US$500 billion to expand AI data centers was hailed by Trump as an early result of his plan to stimulate US investment through tax cuts and deregulation, its financing ability was immediately criticized by Tesla Chief Executive Officer Strong skepticism from executive Elon Musk.
A few hours after the White House press conference, Musk posted a series of criticisms on the social platform 10 billion U.S. dollars." When replying to a post criticizing Altman, he was even more blunt: "Sam is a liar."
As the head of the Department of Efficiency (DOGE). , Musk has a complicated relationship with OpenAI. Not only is he a co-founder of the company, but he left the board in 2018 due to philosophical differences with current CEO Sam Altman, and is currently involved in a legal dispute with OpenAI through his AI company xAI. Musk's xAI is estimated to have invested $12 billion in just one data center in Memphis, with billions more likely to be spent on facility upgrades in the future.
Ultraman gave a strong response on the X platform on Wednesday: "You know very well that your statement is wrong. I understand it." What's good for you may not always be what's best for your company, but now that you're in a position of power, I hope you'll put the interests of (the United States) first." It's worth noting that Altman also expressed his disapproval. Musk's tribute: "I sincerely admire your achievements. You are the most inspiring entrepreneur of our time. Although I don't I don’t think he’s nice or fair to us, but he’s respectable and he pushes us all to be more ambitious.” Founding investors of Stargate – SoftBank, OpenAI, Oracle and Abu Dhabi Artificial Intelligence Fund MGX - will provide some funding, but most of the first $100 billion is expected to come from new investors that have yet to be identified. The project has started data center construction in Abilene, Texas, and plans to invest a total of US$500 billion in the next four years. Another person familiar with the matter emphasized: "We are ready to invest US$100 billion immediately."
This controversy has also attracted widespread attention in the technology community. Microsoft CEO Satya Nadella expressed caution in an interview with CNBC on Wednesday: "I can only guarantee the $80 billion in capital expenditures we plan to invest this year. "Microsoft subsequently issued a statement stating its support for the Stargate project and emphasized that this statement was not directed at any event or individual.
Dario Amodei, CEO of rival Anthropic, was in Davos The World Economic Forum questioned the project: "Both the specific investment amount and the implemented financial commitments are not clear enough, and the role played in the project is also unclear. "However, he also expressed his support for Trump's emphasis on building AI infrastructure energy production capacity in the United States, and believed that the impact of Trump's cancellation of Biden's AI executive order would be limited.
At the White House press conference on Tuesday , OpenAI CEO Altman, SoftBank Chairman Masayoshi Son, and Oracle co-founder Larry Ellison jointly attended. Trump said that Stargate will create 100,000 jobs, which is a confrontation between the United States and the United States. An important victory to help ensure that "the future of technology" remains in the United States. He promised to use an "emergency declaration" to speed up the approval process for projects to obtain the large amounts of power needed.
Arm, Microsoft, Nvidia. ) and Oracle were identified as the first technology partners of the project. This news drove the share prices of related listed companies to rise sharply. Shares rose more than 10% on the Tokyo Stock Exchange on Wednesday, with Oracle rising 6.8%, Arm, Nvidia and Microsoft rising 15.9%, 4.4% and 4.1% respectively.
O. "The scale of this investment is obviously huge," Terman told Fox News on Tuesday night. I think this reflects that the progress that technology can make, at least the progress that we all believe is equally huge. "SoftBank and OpenAI declined to comment further, and MGX and Oracle did not respond to requests for comment.