They say this will include hundreds of thousands of jobs. I have little doubt that dedicated power generation and storage is included in their plans.
Also I have no doubt that the timing is deliberate and that this is not happening without government endorsement. If I had to guess the US military also is involved in this and sees this initiative as important for national security.
hundreds of thousands of jobs? I'll wait for the postmortem on that prediction. Sounds a lot like Foxconn in Wisconsin but with more players.
They plan to have 100,000s of people employed to run on treadmills to generate the power.
Yes, Trump announced this as a massive foreign investment coming into the US: https://x.com/WatcherGuru/status/1881832899852542082
Just as there is an AWS for the public, with something similar but only for Federal use, so it could be possible that there is AI cloud services available to the public and then a separate cloud service for Federal use. I am sure that military intelligence agencies etc. would like to buy such a service.
Is there really any government involvement here? I only see Softbank, Oracle, and OpenAI pledging to invest $500B (over some timescale), but no real support on the government end outside of moral support. This isn't some infrastructure investment package like the IRA, it's just a unilateral promise by a few companies to invest in data centers (which I'm sure they are doing anyway).