President Trump announces Project Stargate, boosting investment in AI technology and benefiting Nvidia, Microsoft, Arm Holdings.

From Nasdaq: 2025-01-25 18:02:00

President Donald Trump announced Project Stargate, a $500 billion AI infrastructure initiative funded by SoftBank, OpenAI, Oracle, and MGX. The project aims to build 20 data centers to support AI systems, driving significant investment in AI technology and boosting productivity.

Nvidia, a key partner in Project Stargate, dominates the data center GPU market with a 98% market share. Analysts predict Nvidia could receive over $100 billion in funding from the initiative, highlighting its growth potential and attractive valuation.

Microsoft’s partnership with OpenAI positions it as a major supplier for Project Stargate, benefiting from increased demand for AI-related services. With Azure Cloud growing 34% year over year, Microsoft’s leadership in AI technology is set to drive future growth and profitability.

Arm Holdings, closely tied to Nvidia, stands to benefit from the Stargate project through its contributions to AI-centric chips. Arm’s rapid growth and undervalued stock position make it a lucrative opportunity for investors seeking exposure to the AI market’s expansion.



Read more at Nasdaq: President Donald Trump Just Announced Project Stargate: 3 Unstoppable Stocks That Could Profit From the Artificial Intelligence (AI) Buildout