India, Feb. 6 -- The announcements of the creation of Stargate, as well as the revelation of DeepSeek-V3's performance at a much lower cost than OpenAI and its competitors are both raising a lot of questions.

This article is based on Yole Group's collection of products, including Overview of the semiconductor device industry 2025-H1,Semiconductor Trends in Data Centers 2024 (2025 edition coming soon), Generative AI 2024 - Impact on Processors, Memory, Advanced Packaging, and Substrates (2025 edition coming soon).

Is Stargate really new money?

Concerning Stargate, a large portion of the $500 billion investment is certainly included in already announced investments, rebranded under the Stargate initiative: the cumulative investment of Mi...