OpenAI’s Massive U.S. AI Buildout, Trump’s AI Plan, and Meta’s New Superintelligence Lab

FEATURED INSIGHT💡

Stargate Expands: OpenAI and Oracle Partner on 4.5 GW of AI Infrastructure

OpenAI just made a power move, literally. In a major infrastructure push, OpenAI is partnering with Oracle to develop 4.5 gigawatts of new data center capacity in the U.S., under the banner of its Stargate platform. That’s enough power to run over two million chips and support OpenAI’s next-gen model training at scale.

Why it matters: Beyond the staggering compute bump, Stargate represents a growing ecosystem of U.S.-based AI infrastructure. With backing from SoftBank, Oracle, Microsoft, and federal support, OpenAI is planting deep roots on American soil, and betting big on long-term AI dominance.

More than chips and racks, this expansion is projected to create 100,000+ jobs in construction, operations, and manufacturing. Stargate is no longer just a vision, it’s a full-on AI industrial complex.

ON THE HORIZON 🌅

Trump’s AI Action Plan Sets New Rules and Raises New Questions

President Trump’s newly announced AI “action plan” signals a sharp turn from the previous administration’s approach. The plan scraps many regulatory guardrails and fast-tracks the build-out of U.S. AI infrastructure, while also introducing ideological tests for AI models used by the federal government.

Details:

• Executive orders will require federally used AI to be “ideologically neutral”

• Permitting for new AI data centers will be accelerated

• U.S. exports of AI models will be promoted globally

Critics call it legally shaky. Supporters say it’s a pragmatic way to win the AI arms race. Either way, the policy direction is clear: less friction, more build.

LATEST IMPORTANT NEWS 📰

Amazon Buys a Wearable That Hears Everything You Say

Amazon just acquired Bee, a $50 bracelet that listens to your conversations and spits out daily summaries, to-do lists, and even profanity stats. It’s like having an always-on meeting assistant strapped to your wrist.

The catch? It stores all transcripts, raising major privacy flags, and early reviews have been less than glowing. But for Amazon, the real prize is likely the data: rich, real-world human dialogue to feed future models.

Meta Taps OpenAI Vet Shengjia Zhao to Lead Superintelligence Push

Meta’s AI arms race is heating up. Mark Zuckerberg just named Shengjia Zhao, an OpenAI alum who helped build GPT-4 and o1, as Chief Scientist of the newly formed Meta Superintelligence Labs. Backed by a soon-to-be-online 1 GW compute cluster called Prometheus, the lab will focus on frontier AI and reasoning models.

Zhao isn’t coming alone. Meta is poaching top talent from OpenAI, DeepMind, Anthropic, and more. With Zhao leading research and Alexandr Wang (ex-Scale AI) handling operations, MSL is Meta’s moonshot to challenge OpenAI at the cutting edge.

Alphabet’s Q2: $96B in Revenue, $85B in AI Spend

Google’s parent company crushed Q2 expectations, raking in $96.4B, driven in large part by surging demand for its cloud and AI products. But with great revenue comes great spending: Alphabet upped its projected 2025 capital expenditures to $85B to keep pace in the AI race.

TL;DR: Profits are up. So is the burn rate.

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