Friday, May 23, 2025
All the Bits Fit to Print
Analysis of OpenAI's Stargate project as a new AI industrial revolution
OpenAI's Stargate project is creating a massive, energy-intensive AI industrial complex that marks the shift from cloud software to physical infrastructure for AI production. This $500 billion initiative aims to control the entire AI supply chain, from energy to chips to distribution, signaling the start of the AI Industrial Revolution.
Why it matters: AI is becoming a hard asset industry requiring vast energy and infrastructure, not just software running in the cloud.
The big picture: Stargate represents a new industrial model for AI, akin to 20th-century megaprojects like oil and steel, reshaping economies and geopolitics.
The stakes: Control over AI infrastructure will define future power, with compute nationalism and new financial markets emerging around AI assets.
Commenters say: Readers note the scale and ambition echo past industrial revolutions, with some concern about geopolitical risks and the environmental impact of massive energy use.