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OpenAI Explores U.S. Data Center Sites for Stargate AI Project Amid China Competition

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OpenAI announced on Thursday that it is evaluating several U.S. states as potential locations for data centers supporting its Stargate AI venture. The initiative is positioned as a strategic move to maintain U.S. leadership over China in the AI race.

Chris Lehane, OpenAI’s chief global affairs officer, highlighted the competitive urgency. “With the emergence of DeepSeek, it’s clear this competition is serious. Whoever prevails will shape the future, whether it’s democratic and open AI or authoritarian and autocratic AI,” he said.

Stargate, unveiled by U.S. President Donald Trump last month, represents a private sector AI infrastructure investment of up to $500 billion. Funded by SoftBank, OpenAI, and Oracle, the project has already committed $100 billion for immediate deployment, with further investments to roll out over the next four years.

Sixteen U.S. states have expressed interest in hosting Stargate data centers, with Texas designated as the flagship location. The first data center, under construction in Abilene, Texas, is being developed by startup Crusoe and is expected to be partially operational later this year. Keith Heyde, leading site selection for Stargate, said, “We are looking at five to ten sites for our campus footprint.”

However, the emergence of China’s low-cost DeepSeek AI model has cast doubt on the assumption that large-scale, specialized data centers are essential for AI advancement. DeepSeek researchers claimed they trained their model on less sophisticated chips at a fraction of the cost required by American AI models.

This development sent shockwaves through global markets. Investors reacted by dumping tech stocks, particularly Nvidia, the leading AI chipmaker, wiping out $593 billion of its market value—the largest one-day loss ever recorded on Wall Street.

AI Chip Firm Cerebras Partners with Mistral, Claims AI Speed Record

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Cerebras Systems, a Silicon Valley-based AI chip manufacturer backed by UAE tech firm G42, announced on Thursday its partnership with French AI company Mistral, helping it achieve a new speed record for AI responses.

Mistral, known for its open-source AI technology, aims to rival competitors such as Meta Platforms and China’s DeepSeek, both of which are challenging OpenAI’s dominance in the AI space. On Thursday, Mistral launched a new app, Le Chat, capable of generating responses at a speed of 1,000 words per second.

Cerebras provided the computational power to achieve this speed, which it claimed surpasses the performance of both OpenAI and DeepSeek, making Mistral’s Le Chat the fastest AI assistant globally.

Cerebras, which has filed for an initial public offering currently under U.S. regulatory review due to G42’s involvement, is one of the few major challengers to Nvidia in the AI chip market for training large models. However, its collaboration with Mistral focuses on inference, the process of serving model-based applications to users in real-time.

Andrew Feldman, Cerebras CEO, emphasized that speed in delivering answers has become a key focus as competitors close in on OpenAI’s models. “You want better answers. And to get better answers, you need more compute at inference time,” Feldman told Reuters. He also expressed pride in the collaboration with Mistral, calling it Cerebras’ first major win with a top-tier AI model developer.

Apple Could Use DeepSeek to Introduce Apple Intelligence in China

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Apple might be exploring the possibility of integrating DeepSeek’s artificial intelligence (AI) models into Apple Intelligence to navigate China’s strict AI regulations. A recent leak from a China-based source suggests that the Cupertino-based company is testing DeepSeek R1, an AI model focused on reasoning, as a potential alternative to its in-house AI models. Currently, Apple has not been able to roll out Apple Intelligence features in China due to stringent regulatory policies. If these reports are accurate, leveraging a China-developed AI model could provide Apple with a viable entry point into the market.

A tipster from Guangdong, known as Fixed Focus Digital, shared on Weibo that Apple CEO Tim Cook sees DeepSeek as a promising solution. DeepSeek, a Chinese AI firm, released its reasoning model under an MIT license, making it available for commercial use. Apple could potentially replace its native AI models and even ChatGPT-powered features within Apple Intelligence with DeepSeek R1. However, China requires AI-powered platforms, software, and devices to be certified by government authorities before launch. So far, no foreign AI model has been approved unless it was developed and hosted within China. This restriction has hindered Apple from introducing its AI capabilities in the country, even with the iOS 18.1 update. Given that the iPhone 16 lineup was heavily marketed with Apple Intelligence, the lack of AI features has reportedly impacted sales.

Previously, Apple was rumored to be in discussions with Alibaba and Baidu to integrate their AI technologies. However, the latest leak suggests that the company is now considering DeepSeek R1 as a more viable solution. If true, this move could address two critical challenges for Apple. First, since DeepSeek was developed within China, it would likely meet regulatory requirements more easily. Second, it would enable Apple to offer AI-powered experiences in China without relying on non-compliant external AI providers.

This potential partnership signals Apple’s determination to bring its AI-powered features to one of its most important markets. While the company has yet to confirm these reports, the move would align with Apple’s broader strategy of adapting to local regulatory environments to maintain its global market presence. If Apple successfully integrates DeepSeek R1 into Apple Intelligence, it could pave the way for a broader AI rollout in China while avoiding regulatory roadblocks.