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Trump Announces $500B AI Joint Venture With Oracle, OpenAI, and SoftBank

1. Trump announced a $100 billion AI infrastructure project with Oracle and OpenAI. 2. The joint venture, named Stargate, could total $500 billion over four years. 3. Microsoft is a key technology partner in this largest AI infrastructure project. 4. The initiative promises to create potentially hundreds of thousands of U.S. jobs.

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FAQ

Why Bullish?

MSFT's involvement in a major AI initiative can enhance its market position. Similar past collaborations, like with Azure and OpenAI, positively impacted Microsoft's stock.

How important is it?

The announcement involves significant investment and direct MSFT partnership, impacting future revenue and growth.

Why Long Term?

The structural investment in AI may yield benefits over several years. Historical examples show AI investments lead to sustained growth.

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