With a scale of up to $500 billion! Trump officially announces the "Stargate" AI infrastructure project led by OpenAI, SoftBank, and Oracle.

President Trump appeared at the White House with OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son, and Oracle Corporation Chairman Larry Ellison to announce that the private sector will make massive investments in artificial intelligence (AI) infrastructure in the United States. Trump announced an AI infrastructure investment plan called "Stargate." He stated that these three companies will each contribute $100 billion as startup capital, with the investment amount increasing to $500 billion over the next four years, starting with a data center in Texas. Trump stated that the Stargate project will build physical and virtual infrastructure to power the next generation of AI, including data centers across the country. He also mentioned that the project is the largest AI infrastructure project in history. Microsoft Corporation, Arm, and NVIDIA Corporation are reported to be participating as technical partners in the project. The Middle East AI fund MGX will invest with SoftBank. In a statement, OpenAI said, "The Stargate project plans to invest $500 billion in the United States to build new AI infrastructure for OpenAI over the next four years. We will start deploying $100 billion immediately. This infrastructure will ensure American leadership in AI, create hundreds of thousands of jobs in the U.S., and bring significant economic benefits to the world. The project will not only support American reindustrialization but also provide strategic capabilities to protect the security of the United States and its allied countries." OpenAI added that SoftBank and OpenAI are the main partners of Stargate, with SoftBank handling finances and OpenAI managing operations; Masayoshi Son will serve as chairman of Stargate. As part of Stargate, Oracle Corporation, NVIDIA Corporation, and OpenAI will collaborate closely to build and operate the computing system. OpenAI also stated that, by continuing to collaborate with Microsoft Corporation and utilizing additional computing power to train leading models and provide excellent products and services, OpenAI will increase its consumption of Azure. Boosted by this news, Oracle Corporation rose 7.17% on Tuesday, followed by another 6% rise after hours; NVIDIA Corporation rose 2.27%, followed by a 1% rise after hours; Arm rose 3.98%, followed by another 4% rise after hours. Analysts believe that as the lead in this project, OpenAI can gain access to a large amount of data center computing resources through collaboration, Oracle Corporation stands to become a key infrastructure provider, SoftBank gains entry to this significant project with its financial strength. Trump Eases AI Regulation On January 20, local time, Trump was inaugurated as the 47th President of the United States. That day, he signed over 40 executive orders and revoked nearly 80 executive orders and memoranda signed by former President Biden. Among the many executive orders revoked by Trump from former President Biden, those related to AI regulation were particularly notable. The executive order was signed by Biden in 2023, aimed at reducing the risks that AI systems pose to consumers, workers, and national security. According to reports, the executive order signed by Biden requires developers of AI systems that pose risks to U.S. national security, economy, public health, or safety to share security test results with the U.S. government before releasing them to the public under the Defense Production Act; the order also instructs agencies to set testing standards and address related risks in chemical, biological, radiological, cyber, and network security. The move announced by Trump on Monday immediately halted crucial security and transparency requirements for AI developers. Reportedly, Trump did not immediately specify what would replace this order, but the government may take a less interventionist approach. American defense policy political scientist Sarah Kreps and Hamid Ekbia, a professor of public affairs at Syracuse University, predict that major AI regulations will not be rolled out by the White House in the next four years. They suggest that Trump's election likely signals the arrival of a light-touch regulatory regime - one that relies on applying existing laws rather than creating new ones, which may empower state governments, especially Democratic strongholds like California, to fill gaps with more courage. However, Trump did not completely reject Biden's AI policies. Before leaving office, Biden issued another executive order requiring federal support to address the significant energy requirements of AI data centers. Trump did not rescind this order. The Trump team has brought in well-known tech figures, including Elon Musk and venture capitalist David Sacks, to help shape its technology and artificial intelligence policies. Analysts believe that the extent to which Trump's AI strategy ultimately relaxes may partly depend on Musk's influence. Musk has long held nuanced views on artificial intelligence technology. Although Musk has invested in AI through his startup xAI, he has also repeatedly warned that AI could pose a threat to human survival if not controlled.