US AI Infrastructure Investment Package Worth 720 Trillion Won... Trump Calls It "The Largest in History" (Summary)

Trump Announces Private AI Investment Plan at White House
OpenAI, Oracle, and SoftBank to Establish Joint Venture
Data Centers to Be Built... Up to $500 Billion Investment

U.S. President Donald Trump announced on his "Day Two" in office that OpenAI, Oracle, and Japan's SoftBank will jointly invest up to $500 billion (approximately 718 trillion won) in AI infrastructure within the United States. President Trump emphasized that this is "the largest AI infrastructure project in American history" and is expected to create 100,000 jobs in the future. Amid the accelerating AI competition between the U.S. and China, this move is seen as a strategy to secure leadership in the future advanced technology field of AI by attracting astronomical investments through deregulation.

On the 21st (local time), President Trump announced the "Stargate" initiative at the White House, outlining these plans. The announcement was made in the presence of Sam Altman, CEO of OpenAI; Larry Ellison, Chairman of Oracle; and Masayoshi Son, Chairman of SoftBank.

OpenAI, Oracle, and SoftBank will establish a joint venture called "Stargate." They will initially invest $100 billion (approximately 144 trillion won) and plan to expand the investment up to $500 billion over the next four years. Major shareholders of OpenAI, including Microsoft (MS), Nvidia, and ARM, will also participate as partners. Stargate will build its first data center in Texas and then expand to other states.

President Trump stated, "Stargate will build the physical and virtual infrastructure to power next-generation AI." He added, "What we want is to have this (AI infrastructure) in this country," openly acknowledging China and other countries as competitors, signaling an intention to counter China. He also emphasized that this investment plan "will guarantee the future of technology" and called it "a strong declaration of confidence in America's potential" amid the accelerating U.S.-China AI competition.

So far, Silicon Valley has claimed that the spread of AI has sharply increased demand for data centers, which require semiconductors, electricity, and water. President Trump announced emergency measures to support power production and other needs. In particular, AI data centers require massive amounts of electricity, and the new administration is expected to support the AI industry by making it easier to build new power plants.

CEO Altman described the investment plan as "the most important project of this era" and said, "We couldn't do this without the President." Chairman Ellison revealed that 10 data centers are already under construction in Texas. Chairman Son referred to President Trump's inaugural speech mentioning a golden age and said, "This is the beginning of the golden age." This investment is separate from the $100 billion investment plan in the U.S. announced by Son in December last year. Earlier, Son visited Mar-a-Lago Resort in Palm Beach, Florida, President Trump's residence, last month and unveiled this large-scale investment package in the U.S.

President Trump has repeatedly promised deregulation, arguing that AI regulations hinder technological innovation. Analysts interpret this as a clear intention to maintain AI supremacy through active deregulation and support amid the heated competition with China in the future advanced technology field of AI. On the day before his inauguration, he revoked the "AI regulation" executive order signed by former President Joe Biden. The order targeted was the "Safe and Trustworthy AI Development and Use" executive order, which took effect in October 2023 during the Biden administration.