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The most shrewd Microsoft, which has been "excluded": is the Stargate project actually in line with their intentions?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm only act as technical partners; ② On Tuesday, Microsoft also announced a modification to its exclusive supply agreement for computing power with OpenAI, further fueling market speculation; ③ Insider sources revealed that after the turmoil at OpenAI's senior management, Microsoft is reluctant to invest large sums of money, and giving up exclusive rights is actually beneficial.
Trump's "Stargate" plan has triggered changes in the AI landscape, is the relationship between Microsoft and OpenAI evolving?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
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The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."
Express News | U.S. stock market after hours: WSB Concept stocks GameStop rose nearly 5%; Micron Technology fell more than 3%.
OpenAI's new "backing"? Media reports: Trump had a phone call with Altman discussing AI Infrastructure before taking office.
Media reports indicate that last Friday, Trump and OpenAI CEO Altman had a long conversation discussing the potential of AI and the necessity of developing AI technology in the USA.
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
There is another major move in the ETF sector! Options for popular stocks like NVIDIA are expected to be launched at the end of this year.
The innovation leader in the ETF Industry, Tuttle, has submitted an application to create a series of new products that will trade derivatives of popular companies loved by retail investors, such as NVIDIA, Tesla, and MSTR, with expiration dates.
US stock market close | The S&P hit a historic high during trading, and the Nasdaq rose over 1%; the "Stargate" ignited AI Concept stocks, with Oracle rising nearly 7% and NVIDIA up over 4%.
① NVIDIA and Microsoft rose over 4%, and Arm rose by 16%; ② The S&P broke the 6100 mark during trading for the first time in history; ③ The PHLX Semiconductor Index closed at a nearly six-month high; ④ Sales for Aluminum in the USA exceeded expectations in the fourth quarter.
After Musk, the CEO of Anthropic also poured cold water on OpenAI, stating that the Stargate looks "chaotic."
Anthropic's CEO Amodei stated that it is currently unclear how much actual funding is involved in the $500 billion financing for the Stargate project, and it is also unknown how the Trump administration will participate in this project.
The 500 billion AI Infrastructure plan faced criticism from Musk, and Altman rarely took a hard stance.
① Trump announced that OpenAI, SoftBank, and Oracle will jointly invest 100 billion dollars to create the "Interstellar Gate" AI project, expanding to 500 billion dollars over the next four years; ② Musk stated that SoftBank's investment is less than 10 billion dollars, which was rebutted by Altman.
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Qualcomm Rises as Samsung's Latest Galaxy Phones Feature New Snapdragon Platform
Samsung once again ignites the "AI phone" definition war: The door to AI-integrated mobile operating systems has been opened.
① This year's Samsung "AI phone" has a major breakthrough in enabling "AI agents" to operate across programs; ② Since many features are based on Google Gemini, more Android phones with similar use cases can be expected.
The Analyst Verdict: Marvell Tech In The Eyes Of 31 Experts