From Nasdaq: 2025-02-12 06:15:00

President Donald Trump recently hosted a tech event at the White House with industry bigwigs like OpenAI CEO Sam Altman, Oracle founder Larry Ellison, and Japanese mogul Masayoshi Son. They are spearheading a project called Stargate, aiming to invest $500 billion in American tech companies over four years.

After the Stargate announcement, investors turned their attention to Chinese AI startup DeepSeek. The company claims to have developed high-caliber AI models using older, less expensive Nvidia GPUs compared to U.S. companies. This has raised questions about the future of AI infrastructure spending and its impact on Trump’s Stargate initiative.

Microsoft, Meta Platforms, Alphabet, and Amazon are among the top spenders on AI infrastructure, with plans to invest over $320 billion collectively in 2025. Despite concerns raised by DeepSeek’s arrival, industry leaders like Palantir Technologies CEO Alex Karp believe that increased investment in AI innovation will benefit the industry as a whole.

Investors in Nvidia should consider the company’s position in the evolving AI landscape. While Nvidia is a key player in the AI space, there are other stocks identified by analysts as potentially offering better returns in the coming years. Stock Advisor provides insights and recommendations for building a successful investment portfolio, with a track record of outperforming the S&P 500 since 2002.



Read more at Nasdaq: Did China’s DeepSeek Just Crash and Burn President Trump’s $500 Billion AI Stargate Project?