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AI rivals like OpenAI, Nvidia, and Oracle are collaborating to build ‘Stargate’—but a Yale expert says it violates 135 years of antitrust law

Daniel Nenni

Daniel Nenni

Admin
Staff member
Stargate 2025.jpg


On the evening of Jan. 21, 2025, President Trump on his first full day in office unveiled what he characterized as a “monumental undertaking” that would prove an exemplar of economic triumphs to come, and that he himself orchestrated. From a podium framed by the Roosevelt Room’s white-columned fireplace, Trump announced the formation of the Stargate Project, a head-spinningly huge, $500 billion joint venture that he lauded as “the biggest AI infrastructure project by far in history, all taking place right here in America … that will ensure the future of technology.” Shoulder-to-shoulder to the left of the POTUS stood three superstars of the AI firmament representing, in the host’s words, “a massive group of talent and money”—the principal Stargate partners, Oracle executive chairman Larry Ellison, OpenAI chief Sam Altman, and founder and CEO of Japan’s SoftBank, Masayoshi Son.


 
Daniel Nenni said:
Since when are OpenAI, Nvidia, and Oracle rivals? I guess anything Nvidia gets clicks. AI has opened up a whole new batch of stupid media.
Click to expand...
The "expert" referenced in the article is not an impartial expert. She's a law school "fellow", not even a professor, with an agenda to limit the power of cloud computing companies, and she has no technical background whatsoever.

law.yale.edu

Madhavi Singh

Madhavi Singh is the Deputy Director of the Thurman Arnold Project and a Resident Fellow at the Information Society Project at Yale. Her research looks at antitrust regulation of digital markets, the economic and non-economic effects of monopoly power, and consolidation in the AI supply chain.
law.yale.edu law.yale.edu

Madhavi Singh is the Deputy Director of the Thurman Arnold Project and a Resident Fellow at the Information Society Project at Yale. Her research looks at antitrust regulation of digital markets, the economic and non-economic effects of monopoly power, and consolidation in the AI supply chain.

Her professional experience includes working as an antitrust associate, research fellow and visiting lecturer in India, Singapore and the US. As an antitrust associate with the leading Indian law firm, Shardul Amarchand Mangaldas & Co., she has worked on both enforcement cases and mergers & acquisitions. Before coming to Yale, she was a researcher at the National University of Singapore and a visiting lecturer at the National Law School of India University and the National University of Juridical Sciences.

>Madhavi graduated with a B.A. LL.B. (Hons.) from National Law School of India University, Bangalore. She read for the Bachelor of Civil Law (B.C.L.) from the University of Oxford as a Felix Scholar and received an LL.M. from Harvard Law School as a K.C. Mahindra Scholar.
Click to expand...
Dan, are you quoting Yahoo Finance articles just to amuse us? 🙄
 
blueone said:
Dan, are you quoting Yahoo Finance articles just to amuse us? 🙄
Click to expand...

You would think he knows better:

Fortune

AI rivals like OpenAI, Nvidia, and Oracle are collaborating to build ‘Stargate’—but a Yale expert says it violates 135 years of antitrust law​

Shawn Tully

Shawn Tully: The Fortune Magazine Veteran​

Shawn Tully is a prominent American business journalist and senior editor-at-large at Fortune magazine, where he has been a key voice on finance, markets, and corporate strategy for over four decades. Born in Manhattan, New York City, he moved to Princeton, New Jersey, at age 10 and graduated from The Hun School of Princeton in 1966. Tully earned a B.A. in English literature from Princeton University in 1970, which laid the foundation for his analytical writing style.

Tully joined Fortune in 1980, initially focusing on feature stories that blend investigative depth with economic insight. His portfolio spans eclectic topics: from the Vatican's opaque finances and the fugitive life of commodities trader Marc Rich, to the botched merger of Guidant and Boston Scientific in the medical device sector. He specializes in banking, federal budgets, spending policies, and health care, often delivering contrarian takes on market trends. For instance, between 2002 and 2007, Tully penned three prescient pieces warning of a housing bubble, culminating in a September 2004 cover story, "Is the Housing Boom Over?"—depicting a house plummeting off a cliff—that anticipated the 2008 crash. He debated Fortune colleague Jon Birger on the issue, underscoring his willingness to challenge consensus.

In the 2010s and 2020s, Tully's reporting evolved with the digital economy. He coined the acronym "HENRYs" (High Earners Not Rich Yet) in 2003 to describe affluent professionals—doctors, lawyers, and executives—struggling with wealth-building amid high costs. More recently, he critiqued Robinhood's "payment for order flow" model in 2021, arguing it inflated trading costs for retail investors rather than democratizing markets. Tully has also dissected airline strategies, profiling Southwest's Gary Kelly on pandemic expansions and leadership transitions from Herb Kelleher. His skepticism toward tech valuations shone in multiple early-2020s stories calling Tesla's stock "highly overvalued," a view partially vindicated as shares dipped 4% by January 2024 from one such piece's publication. In 2023, he examined Triago's young CEO Matt Swain and the rise of family offices snapping up entire companies over traditional private equity funds.

Tully's influence extends beyond Fortune. He contributes to the World Economic Forum's Agenda and has appeared in outlets like Entrepreneur. On X (formerly Twitter), his verified handle @MrShawnTully boasts a witty bio—"Eschewer of Twitter—all tweets written by admirers"—with 636 followers, blending humor on Donald Trump and Pope Francis alongside professional insights. A secondary account, @shawntully1, serves as his active reporting channel with 672 followers.

At 77 (as of 2025), Tully remains one of Fortune's two senior editors-at-large, alongside Geoffrey Colvin, embodying the magazine's tradition of rigorous, narrative-driven journalism. His work has shaped public discourse on everything from fiscal policy to corporate missteps, earning him a reputation as a sharp-eyed chronicler of American capitalism's highs and pitfalls.
 
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