ARM, ORCL, NVDA: Who Will Benefit Most From Stargate Launch?
Trump announced the largest technological initiative in human history—the Stargate Project. Who would have thought that on his second day in office, Trump’s support for AI would surpass his attention to cryptocurrencies?
Over the next four years, tech giants such as SoftBank, OpenAI, Oracle, NVIDIA, and Microsoft plan to invest a staggering $500 billion to build a comprehensive AI infrastructure. Which core tech stocks stand to benefit directly?
1. $Oracle(ORCL)$ : Up Nearly 10%! Will Stargate Help Expand its Market Share?
Oracle, one of the project's key technical pillars, will provide data management and cloud computing support, directly participating in the operations of the Texas-based super data center.
Oracle’s core strength lies in its enterprise-grade databases and cloud services, and the scale of the Stargate Project will significantly expand its market share, particularly with its established foothold among government and large enterprise clients.
2. With SoftBank’s Back, Time for $ARM Holdings(ARM)$ to Break Out?
As the primary financial backer of the Stargate Project, SoftBank holds a 90% stake in ARM, which surged nearly 6% in pre-market trading. ARM’s technology will play a critical role in the computational capacity of future AI data centers.
From a technical analysis perspective, ARM has been consolidating for a while and appears primed for a breakout.
3. $NVIDIA(NVDA)$ Rises Nearly 4% Pre-Market: Will Chip Demand Continue to Rise?
The development of AI relies heavily on high-performance computing, and NVIDIA’s GPUs are at the heart of this domain.
The Stargate Project’s ambitious goal to build a “supercomputing” infrastructure will substantially boost demand for NVIDIA’s hardware.
4. Energy and AI’s New Lifeline: Will You Follow Pelosi to Add $Vistra Energy Corp.(VST)$?
AI training’s massive computing power requirements are closely tied to energy consumption. The Stargate Project’s super data center is expected to reach nearly 1 gigawatt of power capacity by mid-2026—equivalent to the electricity usage of 750,000 small homes.
Vistra, a company recently highlighted in Pelosi’s holdings and the second-best performer in the S&P 500 last year, could benefit from the sustained energy demand driven by AI data centers.
Which company will benefit the most from Stargate?
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- $Oracle(ORCL)$: leveraging its dominance in enterprise software and cloud infrastructure.
- $NVIDIA Corp(NVDA)$: capitalizing on its leadership in AI computing, graphics processing, and autonomous vehicles.
- $Arm Holdings(ARM)$: tapping into its expertise in semiconductor design and AI-enabled chipsets.
- $Softbank Group Corp(SFTBF)$: benefiting from its strategic investments in tech innovators and industry disruptors.
- $Vistra Energy Corp.(VST)$: focusing on sustainable energy solutions and the evolving utility landscape.
With my superpowers, the Stargate ETF would be an unparalleled investment opportunity, offering exposure to a curated selection of tech giants and innovators. This hypothetical ETF would be an attractive addition to any portfolio seeking to capitalize on the transformative power of technology.