REVEALED: New Zealand’s OpenAI Project Stargate Link

Описание: A New Zealand investment firm is involved in one of the largest technology infrastructure investments of all time - OpenAI's Project Stargate in Texas. This episode explains how ‪@MORRISONGLOBAL‬ is investing in all aspects of AI infrastructure.

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Guest:
Robert Huang (aka. Bobby), Morrison Executive Director

00:00 - Project Stargate
01:26 - Morrison in Manhattan
02:02 - Investing across AI infrastructure
04:28 - Stargate link revealed (Texas)
06:54 - Data centre connection (Virgninia)
08:32 - How early is this infra investment cycle?
10:18 - Super Clusters underway: ‪@amazonwebservices‬ ‪@anthropic-ai‬ & ‪@meta‬
11:01 - Is the AI industry overbuilding?
12:51 - Upstream opportunities (nuclear, renewables, chips)
14:43 - Downstream opportunities (automation, robotics)
17:21 - What AI means for workers & society
18:40 - Subsea & Space data centres
20:57 - Total spend required for AI infra
22:49 - Finding deals, capital & how to value AI-adjacent assets
26:09 - Outro

Thank you to the NZUS Council for its support in making this episode possible through its 2025 Media Fellowship programme. The Council is committed to advancing New Zealand’s shared interests with the United States. Find out more about the NZUS council here: https://www.nzuscouncil.org/

Video & Production | Madison Malone
Editing | Annaleise Shortland

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