The Stargate project represents the largest infrastructure commitment in AI history. NVIDIA sits at the center as both investor and exclusive hardware supplier.
Gain visibility into roadmap (strategic intelligence)
Win regardless of which model wins (supplier lock-in)
The Caveat
NVIDIA’s own SEC filings include “no assurance” language around mega-commitments. These deals may not complete as announced. Priorities shift. Partners change direction.
But even partial execution means billions in guaranteed GPU demand.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
