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Opinion: Will DeepSeek deep-six Trump’s Stargate AI dreams? - MarketWatch

1. Oracle joins a $100 billion AI initiative called Stargate. 2. Stargate could grow to $500 billion over four years. 3. DeepSeek's low-cost AI model challenges U.S. tech dominance. 4. Past investments by SoftBank raised skepticism about capital deployment. 5. Trump's history suggests ambitious announcements may lack follow-through.

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FAQ

Why Bullish?

Oracle's involvement in Stargate aligns with increasing AI investment interest, potentially boosting its valuation.

How important is it?

The Stargate initiative directly involves Oracle, indicating potential substantial financial impacts.

Why Long Term?

The $500 billion investment indicates a significant long-term development plan that could benefit Oracle.

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