Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-05-23 22:07Group 1 - Oracle plans to invest $40 billion to purchase 400,000 NVIDIA GB200 chips for its data center in Abilene, Texas, which will support AI program training and operations [2] - The Abilene data center is set to become one of the largest AI computing facilities globally, with a capacity of 1.2 gigawatts [2] - JPMorgan has provided $9.6 billion in debt financing for the project, while project owners Crusoe and Blue Owl Capital have invested approximately $5 billion in cash [2] Group 2 - The Stargate project, announced by former President Trump, has a total budget of $500 billion, with Oracle, SoftBank, and OpenAI as primary participants [3] - This project presents Oracle with a significant opportunity to enhance its cloud computing capabilities and compete with market leaders like Microsoft, Amazon, and Google [3] - Another Stargate project is planned in the UAE, involving the construction of a large-scale AI data center that may utilize over 100,000 NVIDIA chips, with a 1-gigawatt computing cluster expected to be operational by 2026 [3]