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The article argues that OpenAI and Anthropic face a dot-com bubble-style risk as they are forced to scale enterprise adoption before technical challenges like hallucinations are fully resolved, citing SoftBank's loan difficulties as evidence of valuation gaps.
OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites for the Stargate infrastructure project, bringing total planned capacity to nearly 7 gigawatts and over $400 billion in investment over three years. The expansion includes sites in Texas, New Mexico, Ohio, and Wisconsin, with plans to reach the original $500 billion, 10-gigawatt commitment by end of 2025.