Stargate for Data

The AI industry's paradigm is shifting from a Compute-centric focus to a Data-centric one. As publicly available internet data fails to meet the level required for AI training, securing high-quality Private Datasets has become the new bottleneck.

Driven by the surge in data demand, spending on Data Labs is projected to exceed $100B annually by 2030. This mirrors the pattern seen previously with massive investment in computing infrastructure.

Data has now established itself as a core strategic asset driving economic and scientific progress, and companies are expected to continue large-scale investment to secure new data sources.