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Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the ...

Every dollar that flows into Stargate is a dollar that doesn’t flow to Beijing — a zero-sum game that underscores the project’s urgency. Altman’s pragmatism is key to Stargate’s approach.

Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help Nvidia's long-term growth Why is the new Stargate initiative so important for Nvidia Corp.?