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Stargate’s slow start reveals the real bottlenecks in scaling AI infrastructure

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The CFO emphasized that SoftBank remains committed to its original target of $346 billion (JPY 500 billion) over 4 years for the Stargate project, noting that major sites have been selected in the US and preparations are taking place simultaneously across multiple fronts.

Requests for comment to Stargate partners Nvidia, OpenAI, and Oracle remain unanswered.

Infrastructure reality check for CIOs

These challenges offer important lessons for enterprise IT leaders facing similar AI infrastructure decisions. Sanchit Vir Gogia, chief analyst and CEO at Greyhound Research, said that Goto’s confirmation of delays “reflects a challenge CIOs see repeatedly” in partner onboarding delays, service activation slips, and revised delivery commitments from cloud and datacenter providers.

Oishi Mazumder, senior analyst at Everest Group, noted that “SoftBank’s Stargate delays show that AI infrastructure is not constrained by compute or capital, but by land, energy, and stakeholder alignment.”

The analyst emphasized that CIOs must treat AI infrastructure “as a cross-functional transformation, not an IT upgrade, demanding long-term, ecosystem-wide planning.”

“Scaling AI infrastructure depends less on the technical readiness of servers or GPUs and more on the orchestration of distributed stakeholders — utilities, regulators, construction partners, hardware suppliers, and service providers — each with their own cadence and constraints,” Gogia said.



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Tools & Platforms

Profusa Deploys NVIDIA AI to Build AI-Driven Insight Portal for Continuous Biomarker Monitoring

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What You Should Know: 

Profusa,, a digital health company, has announced the adoption of NVIDIA technology to power a new AI-driven insight portal for continuous biochemistry monitoring. 

– The portal will be used in combination with Profusa’s Lumee oxygen optical hydrogel sensors and reader system, extending the company’s AI-enabled tools to remote patient monitoring settings. Profusa anticipates an early 2026 rollout of the portal in the European Economic Area (EEA).

– Profusa believes that real-time biochemistry data across a large population is a data set currently missing for AI-enabled healthcare improvements. By combining its Lumee platform with NVIDIA NeMo hardware and software, Profusa plans to build a scalable, AI-fueled technology backbone to improve personalized sensor data accuracy and connect real-time sensor data with electronic medical records (EMR).


Redefining Healthcare with AI-Fueled Workflows

The new portal is designed to provide physicians with “trustworthy, always-on insights” rather than just more dashboards. It aims to translate raw optical signals from the sensors into reliable biometrics and provide actionable clinical context.

Expected capabilities and features of the physician portal include:

  • Agentic clinical workflows: An AI-powered assistant that integrates with EMRs, wearables, and home devices to help with notes, orders, care plans, remote monitoring, and triage.
  • Time-aligned health data graph: A longitudinal view that combines Profusa biomarkers with EMR data, claims, wearables, genomics, and social determinants to power predictions and coaching.
  • Guardrails by design: The system will use policy-aware orchestration to enforce clinical scope, data privacy, and safe responses.
  • Model training options: The platform will allow for parameter-efficient tuning and post-training refinement of Profusa’s AI signal processing and clinical reasoning components.

“We believe that real-time biochemistry data across a large population is a data-set that is currently missing to enable the fulfillment of the promise of AI-enabled improvement in healthcare.  Profusa is uniquely positioned to provide this proprietary data set, linking therapeutic decisions with real-time biochemistry changes, to generate valuable insights that are lacking today.” Ben Hwang, Ph.D., Profusa’s Chairman and CEO commented, “By combining our Lumee platform with the industry leading NVIDIA NeMo hardware and software stack, we plan to build an AI-fueled, scalable technology backbone for better personalized sensor data accuracy and real-time sensor data connections with electronic medical records (EMR), facilitating treatment and outcome predictions, in addition to establishing a robust data base for clinical literature for disease management.”



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Will AI replace human workers? The CIA, Anthropic, OpenAI and Microsoft weigh in

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Flanked by high-level employees from OpenAI, Microsoft and Anthropic, the CIA’s chief artificial intelligence officer said that humans must remain “in the loop” as artificial intelligence tools become more powerful and prevalent.

CIA AI officer Lakshmi Raman said the agency is placing a strong emphasis on making sure AI is closely monitored for how it helps workers enhance their skills.

“It’s all about how AI can assist and amplify the human, with the human keeping an eye on everything that’s happening,” Ms Raman said during a panel discussion on Friday at the Billington Cybersecurity Conference in Washington.

Her comments come amid concerns that AI’s ability to automate various processes that might lead to major labour disruptions and widespread unemployment.

Sean Batir, the panel discussions moderator and principal technology lead for Amazon Web Services, echoed those sentiments.

“There’s definitely a fear of having these [AI] models in workplaces, and I think that role you mentioned of having humans always in the loop is one way to address that,” he said.

Jason Clinton, chief information security officer at Anthropic, said humans need to take a supervisory role with the implementations of AI, and that despite the ability of the technology to increase efficiencies, soft skills that only humans can offer will be paramount.

“You know, the one of the things that the models will never be able to do is to bring humanity to the equation,” Mr Clinton added.

Joseph Larson, the vice president of government at OpenAI, whose ChatGPT sent AI interest to unprecedented heights in 2022, said the company’s goal is to develop the technology for the benefit of humanity, adding that OpenAI has hired a chief economist to look into potential economic ramifications.