alt Hacker NewsThis is my question too, but I haven't seen a journalist ask it yet. My baseless theory: Trump has promised them some kind of antitrust protections in the form of legislation to be written & passed at a later date.
An announcement of a public AI infrastructure program joined by multiple companies could have been a monumental announcement. This one just looks like three big companies getting permission to make one big one.
Easier: Trump likely committed that the federal agencies wouldn't slow roll regulatory approval (for power, for EIS, etc.).
Ellison stated explicitly that this would be "impossible" without Trump.
Masa stated that this (new investment level?) wouldn't be happening had Trump not won, and that the new investment level was decided yesterday.
I know everyone wants to see something nefarious here, but simplest explanation is that the federal government for next four years is expected to be significantly less hostile to private investment, and - shocker - that yields increased private investment.