DeepSeek, Stargate, and the new AI arms race

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Up until this last week, massive data centers were all the rage. Mark Zuckerberg even went on Facebook the same week of the Stargate announcement to remind everyone that Meta is building a $10 billion data center in Louisiana. Amazon's also planning an $11 billion AWS expansion in Georgia. There's no reason to believe yet that these companies are going to hit pause on any of these plans.