#SWARMS #FOCAI “The biggest in history”! Trump announced, $500 billion! Giants like OpenAI, SoftBank invested! Microsoft, Nvidia surged straight up

Everyday Economic News
Official account of Daily Economic News swweet
2025-1-22
10:34
Shanghai
Listen to the full text
About 4 minutes
Many people have heard
Edited by Meijing: Biluming
On January 21st, local time, the three major US stock indexes closed higher, with the Dow rising more than 500 points. After the market closed, US President Trump delivered a speech at the White House.
According to a report from CCTV News on the 22nd, on January 21st local time, US President Trump announced at the White House that the United States will open the OpenAI, SoftBank of Japan, and Oracle of the United States to jointly invest 500 billion US dollars to promote the construction of US artificial intelligence (AI) infrastructure.
Trump said the three companies have joined forces to create a project called "Stargate", which will build the physical and virtual infrastructure needed for the next generation of artificial intelligence, including data centers distributed across the United States. He described it as the "largest artificial intelligence infrastructure project in history". Oracle founder Larry Ellison revealed that the first data center project has started construction in Texas.
President Trump of the United States. Image source: Visual China
According to Securities Times, OpenAI announced that the 'STARgate' project plans to invest $500 billion over the next four years to build new artificial intelligence infrastructure for the US OPENAI. The deployment of $100 billion will begin immediately, with Masayoshi Son serving as Chairman. Masayoshi Son, CEO of SoftBank, said that $100 billion will be invested immediately in artificial intelligence in the US.
Arm, Microsoft, Nvidia, Oracle, and OpenAI will be the initial technical partners of the US Stargate AI project. As of the time of writing, Arm and Oracle's US stocks rose by more than 3% after hours, while Nvidia and Microsoft rose by more than 1%. SoftBank Group's stock price rose by 5.7%.
In terms of A shares, on the morning of the 22nd, the data center power concept became active again. Sanbian Technology, YuanCheng Stock, and Senyuan Electric all hit the limit up, while Haiou Stock, Jinpan Technology, Guodian Nanzixi, Mingyang Electric, and Xiongtao Stock followed the rise.
The concept of A-share CPO is shaking and rising, Dekoli and Huiyuan Communication have hit the limit, Xinyisheng has risen more than 5%, and Shengyi Electronics, Cambridge Technology, Tianfutong Communication, Jingwang Electronics, etc. have followed the rise.
According to Synergy Research data, the computing power of the ultra-large-scale data centers owned by Amazon, Microsoft, and Google accounts for about 60% of the global total. They frequently announce plans to build data centers around the world. Amazon has announced plans to invest $14.5 billion in Japan by 2027 to expand its data centers for AI computing, and has also invested varying amounts in building data centers in India, Malaysia, Saudi Arabia, and other places. Microsoft has also announced or officially launched data centers in New Zealand, Spain, Kenya, and other places by 2024. Google has also established data centers in Uruguay, Norway, the Netherlands, and other places.
According to media reports, these cloud service providers are building data centers overseas to serve local customers, in order to provide faster service to local customers. "Every country has data sovereignty requirements, and data centers as infrastructure should be localized as much as possible," Omdia analyst Wang Shen told reporters.
Cloud providers are actively deploying AI computing centers overseas, and there are also economic considerations. 'AI computing centers consume a lot of electricity, which will have a significant impact on the local power grid in the United States, and it is difficult to obtain sufficient power supply. These AI computing centers occupy a large land area and are prone to local opposition, which hinders the large-scale construction of AI computing centers in the United States,' Wang Shen believes that other countries may have cost advantages when building AI computing centers: 'Some less developed countries have better energy supply, support policies, and looser regulations, making it easier for AI computing centers to land.'
Daily Economic News is a compilation of First Financial, CCTV News, and Securities Times.
Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please verify before using. You assume the risk of acting based on this information.
Daily Economic News #春节集福卡，赢周边和百万奖励