January 2025

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KeyRank 95

Announcing The Stargate Project

OpenAI's Stargate Project signals a massive commitment to vertically integrated AI infrastructure—data centers, power, chips—designed to secure compute capacity in an increasingly constrained market. This is the largest infrastructure play by a frontier lab and reshapes competitive dynamics for model training and deployment.

January 2025

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The six pillarsRanked by KeyRank · this month

Frontier

7% share

Models, benchmarks, the lab race. · 2 stories

  1. 175
  2. 2

Tools

48% share

The AI products people actually use. · 14 stories

  1. 182
  2. 2
  3. 3
All 14 stories

Agents

quiet today

Autonomous systems in the wild. · 0 stories

  1. Nothing cleared the bar today.

Money

quiet today

Funding, M&A, valuations, earnings. · 0 stories

  1. Nothing cleared the bar today.

Chips

7% share

Silicon, racks, the compute buildout. · 2 stories

  1. 195
  2. 2

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