The Trump Nuclear MEGA-Boom!
"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump
Here's why nuclear stocks are expected to skyrocket under Trump's second term.
ATTENTION: CONCERNED AMERICANS
The Great American AI Race: U.S. Launches Massive AI Infrastructure Push Amid Chinese Competition
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The United States is launching its largest-ever artificial intelligence infrastructure initiative in response to growing competition from China, as breakthrough technologies from Chinese firms challenge America's technological leadership.
President Trump's recently announced "Stargate" project, a joint venture between OpenAI, Oracle, and SoftBank, aims to invest up to $500 billion over the next four years to bolster U.S. artificial intelligence infrastructure. Key initial technology partners include Microsoft, Nvidia, and semiconductor company Arm.
The Infrastructure Push
OpenAI announced Thursday it is considering building data center campuses in 16 states that have indicated "real interest" in the project. Construction is already underway in Abilene, Texas, with the company aiming to build five to ten data center campuses total. Each campus is designed to support about one gigawatt of power or more.
"A project of this size represents an opportunity to both re-industrialize parts of the country, but also to help revitalize where the American Dream is going to go in this intelligence age," said Chris Lehane, OpenAI's vice president of global policy.
This expansion comes as Chinese AI firm DeepSeek demonstrated its R1 model, which claims to rival OpenAI's o1 model using a cheaper, less energy-intensive process. The news caused significant market volatility in U.S. tech stocks.
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Musk's Expanding Role
Elon Musk, who heads the newly formed Department of Government Efficiency (DOGE), is overseeing multiple AI initiatives. Tesla is developing two major AI supercomputers - Dojo and Cortex - at its Austin headquarters. The company completed deployment of Cortex in Q4 2024, which helped enable Version 13 of supervised Full Self-Driving.
Wall Street's confidence in Musk appears to be growing. This week, banks sold $5.5 billion in debt tied to Musk's X platform (formerly Twitter) at $0.97 on the dollar, about $0.02 more than initially expected. Musk is scheduled to speak at a private JPMorgan event with CEO Jamie Dimon about potential government cost savings identified by DOGE.
The Technology Race
"Right now, there's really only two countries in the world that can build this AI at scale," says Lehane. "One is the CCP-led China, and the other is the United States, and so that's sort of the context that we're operating in."
OpenAI CEO Sam Altman acknowledged DeepSeek's model as "clearly a great model" at a recent event, adding that it points to the "level of interest in reasoning, the level of interest in open source."
Looking Ahead
The competition between U.S. and Chinese AI capabilities has significant implications for markets and investors. DeepSeek's breakthrough caused Nvidia and other chipmaker stocks to drop on fears of reduced spending on high-performance computing infrastructure.
What This Could Mean for Investors
Several key areas warrant investor attention:
- Data Center Infrastructure: OpenAI's expansion across Arizona, California, Florida, Louisiana, Maryland, Nevada, New York, Ohio, Oregon, Pennsylvania, Utah, Texas, Virginia, Washington, Wisconsin and West Virginia signals major growth in AI computing facilities
- Chip Manufacturing: Taiwan Semiconductor Manufacturing Company (TSMC) is manufacturing chips for both U.S. and Chinese AI initiatives
- Cloud Computing: Companies like Microsoft, Oracle, and SoftBank are committing substantial resources to AI infrastructure through the Stargate project
- AI Development: Both proprietary models like OpenAI's and open-source initiatives are seeing rapid advancement
The market remains sensitive to international competition, as demonstrated by the tech sector volatility following DeepSeek's announcement. Treasury Secretary Scott Bessent has offered assurances about the administration's approach, while noting ongoing studies into improving "accountability, accuracy, and traceability" in government systems.
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