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The AI Industry Is Set for an Explosive Growth Spurt

The Stargate Project, a massive AI initiative led by OpenAI, Oracle, SoftBank, and backed by Microsoft and Arm, is expected to require 64,000 Nvidia GPUs by 2026. The project's initial batch of 16,000 GPUs will be delivered this summer, with the remaining GPUs arriving next year. The GPU demand for just one data center and a single customer highlights the scale of the initiative.

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