President Donald Trump plans to announce an enormous AI infrastructure investment in the US.

CBS, NYT, and the Financial Times report that OpenAI, SoftBank, and Oracle aim to set up a joint venture called Stargate, with a plan to commit $100 billion at first and up to $500bn over the next four years.

Update: 'The Stargate Project' is now official - more here.

OpenAI Blueprint
– OpenAI

SoftBank CEO Masayoshi Son is expected at the White House Tuesday afternoon, along with OpenAI's Sam Altman and Oracle's Larry Ellison.

The project will initially begin as a data center project in Texas, and then expand to other states. The site is likely Oracle's project in Abilene, Texas, which is itself leased from Crusoe.

Reports of Stargate first date to last March, when Microsoft was reportedly considering spending up to $100bn on a supercomputer for the generative AI startup.

Microsoft was OpenAI's exclusive cloud provider due to its early heavy investment in the company, but struggled to keep up with its vast compute demands.

The Abilene project technically is leased from Oracle to Microsoft to allow it to stay the cloud provider for OpenAI and, in June, the three companies announced a partnership.

Since then, OpenAI has also said it is considering developing its own data center infrastructure.

In the waning months of the Biden Administration, OpenAI's Sam Altman shared a document with the White House pitching the economic benefit of a $100bn 5GW data center in a number of different states.

OpenAI's internal analysis estimates that a 5GW data center would span some 30 million square feet (2,787,100 sqm), and feature some two million GPUs.

DCD published the White House report in November. Also in November, the company published its wishlist from a new administration - data center permitting, a National Transmission Highway Act, and more government support.