US tech giants announce AI plan worth up to $500bn

The collaboration between OpenAI, Oracle, and Softbank signals a significant investment in AI infrastructure, suggesting positive growth potential for companies involved in AI technology and data centers. The forecast for Oracle could be particularly strong as they lead the venture and will benefit directly from this increased focus on AI data centers.

Microsoft's continued involvement and investment in AI infrastructure, along with its ties to various AI ventures, indicates a strong future outlook aligned with market demands for data centers. Given the context of rising investments, there remains good potential for growth in Microsoft's stock.

NVIDIA's essential role in AI technology and partnerships in major projects like Stargate will likely drive demand for its products. This can lead to further market share and earnings growth, supporting a positive outlook for NVIDIA's stock.