Part 4/11:
The real challenge lies in whether Stargate can match Colossus's scale and speed; while OpenAI’s infrastructure partner Crusoe is seasoned in ASIC development and Bitcoin mining infrastructure, it appears they are somewhat behind XAI's aggressive timeline. Fast, efficient, and large-scale data centers for training models—and especially for inference—are vital, as once models are trained, their performance in real-world applications determines market success.