Group 1 - Meta is in early talks to raise 35billionforthedevelopmentofdatacentersintheU.S.[1]−Thecompanyplanstoinvest60 billion to 65billionincapitalexpendituresandsignificantlygrowitsAIteamsthisyear[1][2]−Metaaimstobringonline1gigawattofcomputeandhaveover1.3millionGPUsbytheendof2025[2]Group2−Meta,Google,Microsoft,andAmazonplantocollectivelyspendatleast315 billion on capital expenditures in 2025, primarily for AI [3] - Google has allocated 75billionfordatacenters,servers,andnetworkinginfrastructure,whileAmazonforecasts100 billion in capital expenditures [3] - Microsoft is booking 80billiontobuilddatacentersanddeployAIandcloud−basedapplications[3]Group3−Microsoftannounceditsdatacenterplansamida"goldenopportunityforAmericanAI"[4]−PresidentTrumpannouncedaprojectcalledStargate,aimingtobuildAI−focuseddatacentersintheU.S.withabudgetofupto500 billion [4] - Equity partners in Stargate include Softbank, OpenAI, Oracle, and MGX, with Softbank responsible for funding [5]