"The Largest in History": Trump Announces $500 Billion Investment in AI Infrastructure with OpenAI, SoftBank, and Oracle

Daily Economic News
2025-01-22, 10:34 AM, Shanghai

On January 21st, U.S. President Donald Trump announced a historic collaboration between OpenAI, Japan's SoftBank, and Oracle to invest $500 billion in building U.S. artificial intelligence (AI) infrastructure under a project called "Stargate."

Key Highlights:

Largest AI Project in History: President Trump declared that "Stargate" will create the physical and virtual infrastructure for next-generation AI, including data centers distributed across the U.S.

Immediate Deployment: $100 billion will be invested immediately. SoftBank’s CEO, Masayoshi Son, will serve as Chairman of the project.

Construction Underway: Oracle's Larry Ellison confirmed that the first data center project has already begun construction in Texas.

Market Impact:

Stock Reactions:

Nvidia and Microsoft stocks rose over 1% after-hours.

Arm and Oracle stocks climbed by more than 3%.

SoftBank Group surged by 5.7%.

A-Share Market Performance (22nd Morning):

Data Center Power Sector: Sanbian Technology, YuanCheng Stock, and Senyuan Electric hit their limit up, while Haiou Stock, Jinpan Technology, and Xiongtao Stock followed the rise.

CPO Sector: Dekoli and Huiyuan Communication hit their limit up, while Xinyisheng rose over 5%, followed by Shengyi Electronics and Cambridge Technology.

Global AI Data Center Expansion:

According to Synergy Research, major cloud service providers like Amazon, Microsoft, and Google account for 60% of the world’s ultra-large-scale data center computing power.

Amazon: Plans to invest $14.5 billion in Japan by 2027 and expand in India, Malaysia, and Saudi Arabia.

Microsoft: Data centers planned or operational in New Zealand, Spain, and Kenya by 2024.

Google: Established centers in Uruguay, Norway, and the Netherlands.

Economic and Infrastructure Considerations:

Local Opposition in the U.S.: High electricity consumption, significant land requirements, and regulatory hurdles hinder large-scale data center construction domestically.

Cost Advantages Overseas: Developing countries often provide better energy supplies, supportive policies, and fewer regulations, making them attractive locations for AI computing centers.

Disclaimer:

The information in this article is for reference only and does not constitute investment advice. Please verify before acting.#Join Lunar New Year Party & Share $150,000 Rewards