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OpenAI, Meta, and xAI are investing in dedicated compute infrastructure for AI agents, with Stargate representing a major partnership for massive-scale datacenter buildout.
Hyperscaler shift from training-centric to agent-centric architectures drives a new multi-hundred-billion-dollar capex cycle; Stargate project signals infrastructure arms race accelerating compute consolidation among frontier AI labs.
Trade pressSlicast · October 1, 2026 at 13:20 UTC · US · Source: International Business Times, Singapore Edition
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