take us through the details of this data
center.
>> Yeah, and I think what this story
reminds us is the ambitions of course of
OpenAI and Sam Alman in terms of that
Stargate project, but also the growth in
terms of what OpenAI has seen in the
Indian market. So they are planning
according to our reporting to team up
with a local player to build out 1
gawatt in terms of data centers which
would be with one of the largest if not
the largest in India if that's what it
comes to. Google, Microsoft have already
been building similar facilities to
support their AI ambitions and growth in
the Indian market. Now it's open AI's
chance and they again are looking at
this size and scope one one gigawatt
potentially in terms of in terms of the
size of this data center. They're
looking for those local partners.
They've seen significant growth uh in
the Indian market and of course this
builds out as I mentioned that broader
Stargate push for OpenAI. They're
committing about $500 billion alongside
SoftBank and Oracle in the US market to
build out potentially up to 4.5 gawatt.
They've got agreements that are underway
in the UAE and parts of the Middle East
to build out data centers there. Now,
India is in focus and it could be
announced according to reporting as soon
as this month when Sam Molman the CEO of
course is expected to be on the ground
in India.
>> Yes. And this comes at a hugely
sensitive time doesn't it for US India
relations. We're just seeing this
weekend and into today the Indian prime
minister in China trying to further uh
links and ties there because of the
difficulty between the US India
relationship. So I wonder how this open
AI story could fit into that. Well, I
think we have to watch for any comment
of course from the White House and
President Trump himself whether or not
this will be welcomed as an example of
trying to align the world to US
standards when it comes to AI or if
there'll be some push back on that given
what you've said given the 50% tariffs
of course that the US administration has
now imposed on most of those Indian
goods as punishment for India's
purchases of Russian oil. So I think the
Trump administration's response to this
will be fascinating. have been
supporters of open AI's push to build
out that so-called sovereign AI beyond
US borders and we had that really
articulated in the UAE when of course
President Trump was himself there on the
ground and we've heard from
administration officials they do want
the US to be setting these standards
globally and so arguably the India push
would be part of that peace but at a
time as you say of those tensions
between New Delhi and Washington.