On Tuesday, President Donald Trump unveiled The Stargate Project, a $500 billion private initiative aimed at enhancing artificial intelligence (AI) infrastructure in the U. S. , which he called the "largest AI infrastructure project, by far, in history. " This joint venture involves three major tech firms: Oracle, SoftBank Group, and OpenAI. Key figures such as Oracle’s Larry Ellison, SoftBank’s Masayoshi Son, and OpenAI’s Sam Altman participated in the announcement, detailing plans to invest $500 billion over four years, starting with an immediate deployment of $100 billion to build 10 large data centers, each covering 500, 000 square feet in Abilene, Texas. The key companies involved in Stargate include: 1. **Initial equity funders**: SoftBank, OpenAI, Oracle, and UAE-based technology investment firm MGX. 2. **Lead partners**: SoftBank and OpenAI, with SoftBank managing finances and OpenAI overseeing operations.

Masayoshi Son will serve as chairman. 3. **Initial technology partners**: Oracle, OpenAI, Nvidia, Microsoft, and Arm. **Company Profiles**: - **Oracle** is a leader in enterprise software and cloud services, known for its database technology and significant acquisitions like Cerner, a key electronic health record provider. - **SoftBank**, a Japanese investment firm, primarily invests in tech firms and holds a majority stake in Arm Holdings. It recently divested part of its Arm stake in an IPO after a failed acquisition attempt by Nvidia. - **OpenAI**, renowned for creating ChatGPT, leverages generative AI and has attracted significant investments from Microsoft, which has integrated OpenAI's technology into its offerings. - **Nvidia** stands out as a top supplier of chips and AI technology, delivering essential hardware for data centers and various AI applications, including self-driving vehicles and robotics. - **Microsoft**, a software leader known for Windows and Azure, has invested extensively in OpenAI, with commitments totaling $13 billion since 2019. - **Arm** specializes in CPU architecture design, generating revenue through licensing its technology to semiconductor companies, with recent growth driven by the AI data center market. Among these companies, Nvidia stock appears to be the most promising, albeit with higher risks compared to Microsoft and Oracle, as it projects the highest earnings growth rate and is valued reasonably in light of anticipated performance increases.