Blackstone(US:BX) 智通财经网·2025-07-16 00:12Core Insights - President Trump welcomed over $92 billion in AI and energy infrastructure investments during his visit to Pennsylvania, emphasizing efforts to enhance U.S. competitiveness in AI [1] - Multiple companies announced plans for new data centers, power generation, and grid infrastructure upgrades, along with AI training and apprenticeship programs [1] - Blackstone Group committed over $25 billion for new data centers and energy infrastructure, partnering with PPL Corp. to build a gas power plant to meet data center energy demands [1] - CoreWeave plans to invest up to $6 billion in a data center equipped with NVIDIA chips, while Meta Platforms announced a $2.5 million investment to support rural startups [2] - Trump highlighted the importance of increasing energy capacity to support AI development, mentioning the need for private sector involvement in power generation [3] Company and Industry Developments - Google entered a $3 billion agreement to purchase power from Brookfield Asset Management's hydroelectric plants for its data centers, marking the largest commercial clean energy deal globally [3] - GE Vernova announced plans to create 250 jobs in Pennsylvania and invest up to $100 million over two years to enhance grid reliability [3] - FirstEnergy plans to invest $15 billion to expand electricity distribution and strengthen grid infrastructure in Pennsylvania [3] - By 2035, data centers are projected to account for 8.6% of total U.S. electricity demand, more than double the current 3.5% [4] - The U.S. government is taking emergency measures to keep two power plants operational and may implement further federal interventions [4] - Trump's administration aims to attract private sector investments, ease regulations, and expedite project approvals to foster innovation in AI [5] - The U.S. government has relaxed trade restrictions on certain advanced AI chips, with NVIDIA and AMD planning to resume sales of some AI chips to China after receiving government approval [5]