Meta and BlackRock have formed a joint venture to develop a data center in El Paso, Texas, with BlackRock funds holding an 80% stake. OpenAI CEO Sam Altman is scheduled to meet with US Treasury and Commerce Secretaries, as well as congressional members, to discuss AI policy. In infrastructure news, Nvidia is reportedly leasing a 1-gigawatt data center in Texas, and Japan's SAKURA internet will invest approximately 26 billion yen in GPU servers for generative AI. AI
IMPACT These infrastructure and policy developments signal continued investment and regulatory focus on AI, potentially impacting compute availability and development.
RANK_REASON Multiple significant companies (Meta, OpenAI, Nvidia) are involved in major infrastructure and policy developments. [lever_c_demoted from significant: ic=1 ai=0.7]
- BlackRock
- Meta
- Mythos
- NBCUniversal
- Nvidia
- OpenAI
- Peacock Premium
- Project Perception
- SAKURA internet
- Sam Altman
- US Treasury
- YouTube
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