Trump Presidency and Big Tech: a flood of investments in data centers and AI

The declaration of a national energy emergency, the abandonment of the so-called Green Deal, and a massive expansion of data centers for Artificial Intelligence. From the very first day of his second term, Donald Trump set the course the United States will take in advanced technologies, signing a series of executive orders on January 20, the day of his inauguration at the White House.

The initiative aiming to revolutionize the global technological landscape is called “Stargate” and will be implemented with private funds and full logistical and legislative support from the government. The project involves a total investment of $500 billion over four years, with $100 billion allocated for the initial phase alone. The financial commitment will be supported by three Big Tech companies—OpenAI, SoftBank, and Oracle (the company behind ChatGPT, DALL-E, and Sora, among other things)—alongside the UAE-based MGX fund, which plans to invest $7 billion in the project.

This partnership also aims to establish 10 data centers and advanced computing infrastructures, with the possibility of constructing 10 more. The first is already under construction in Abilene, Texas, by Oracle.

The new U.S. administration expects Stargate to further accelerate an already booming sector, positioning the United States as the global leader in innovation and Artificial Intelligence.

These data center facilities require massive energy consumption, as well as advanced systems technology and dedicated infrastructure.
According to government plans, their development will be supported through fast-track permits for both data center building and the energy infrastructure required for their operation.

This development path is of particular interest to contractors such as Webuild Group, which has extensive experience in data center construction, power and hydro plants.

The prioritization of data centers in the Trump Presidency agenda has not surprised industry analysts. In the days leading up to President Trump’s inauguration, the market research firm Dell’Oro Group estimated $180 billion in investments in 2025 alone by major Big Tech companies such as Amazon, Microsoft, and Google.

Even Meta, Facebook’s parent company, announced at the end of last year the construction of its largest Artificial Intelligence data center in Richland Parish, Louisiana, with an investment of $10 billion. Meanwhile, Elon Musk’s startup, xAI, is expanding its supercomputer project in Memphis, Tennessee.

Big Tech’s plans and the Stargate initiative are continuously evolving due to the growing demand for data centers and high-tech infrastructure to support Artificial Intelligence development. Added to this is the need for advanced energy infrastructure capable of sustaining this expansion.

According to the International Energy Agency, a single query on ChatGPT (the AI platform created by OpenAI) consumes an average of 2.9 watt-hours, nearly 10 times the energy required for a Google search (0.3 watt-hours).

A study by Goldman Sachs Research highlights the rapid acceleration of the AI revolution. It is estimated that the energy demand for data centers will grow by 160% by 2030, requiring U.S. utility companies to invest approximately $50 billion in new data center infrastructure for power generation.