Stargate is not real.

It is not clear that running one's own datacenter is a competitive advantage. Why do you think OpenAI can handle that?

Stargate as a project is real, they only stoped the Stargate UK thing.

Anthropics relativ longterm contract with xAI def shows that they can fill the capacity vs Musk not. OpenAI and Anthropic are both using a lot of capacity so its fair to say that this is an advantage.

If they stay very close competitive (which they are), your own datacenter does reduce token price.