REVEALED: New Zealand’s OpenAI Project Stargate Link

Video Description

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. Subscribe to Business with Madison here: https://www.youtube.com/@BusinessWithMadison?sub_confirmation=1 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 Follow Madison Malone on X: https://twitter.com/maddireidy Follow Business with Madison on Instagram: https://www.instagram.com/markets.with.madison/?hl=en