It's an ego-building projects.

The data centres were already being built. All of these companies have been dumping tonnes of money into AI and will continue to dump tonnes of money into AI. It's just more of the same, but they had to do a big announcement with Trump to pander to his ego and somehow make it about him. Like he engineered this Stargate thing. The whole embarrassing spectacle was likely arranged by Ellison.

I was bullish on OpenAI, but honestly I don't see any path forward where they have any differentiating value that justifies even a tenth of the valuation. Their video AI is simply terrible. Dall-E 2 is matched by many competitors. 4o and o1 and good, but already have been eclipsed by a number of competitors, including an open source Chinese option.

My work has almost entirely transitioned to competitors, and Google's latest updates have quietly absolutely trounced OpenAI's offering. Like, Gemini has quietly become the best AI platform in the game.

That's all neither here nor there, but I just don't care what Altman and crew have to say any more. They are not leaders in the space. They are, in many ways, has beens.