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OpenAI is strengthening its US-based hardware supply chain to support consumer devices, robotics, and cloud data centers. This has led to a significant stock surge for Symbotic (SYM). OpenAI plans to invest trillions in data centers and has partnered with Foxconn for US-based hardware production. The company's "Stargate" project aims to invest $500 billion in AI data centers and infrastructure in the US, aligning with policies encouraging domestic manufacturing.

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