SoftBank is fully committed to its $346 billion Stargate project, with selected major sites in the US and ongoing preparations across various fronts. CIOs face challenges such as partner onboarding delays and revised delivery commitments from cloud and datacenter providers. Analysts indicate that AI infrastructure issues stem more from land, energy, and stakeholder alignment than from technical constraints. A holistic, ecosystem-wide transformation approach is necessary for effective AI infrastructure scaling, focusing on coordination with multiple stakeholders.
"Scaling AI infrastructure depends less on the technical readiness of servers or GPUs and more on the orchestration of distributed stakeholders - utilities, regulators, construction partners, hardware suppliers, and service providers - each with their own cadence and constraints."
"Oishi Mazumder emphasized that SoftBank's Stargate delays show that AI infrastructure is not constrained by compute or capital, but by land, energy, and stakeholder alignment."
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