Group 1 - SoftBank's plan to invest $100 billion in AI infrastructure in the U.S. is facing delays due to risks associated with White House tariffs impacting financing discussions [1][2] - The Stargate project, a collaboration between SoftBank and OpenAI, is projected to cost $500 billion over time, but financing templates and detailed discussions with financial institutions have not yet materialized [2][4] - Economic volatility and the emergence of cheaper AI services are causing financiers to reconsider investments in data centers, leading to a lack of deals despite preliminary talks [2][3] Group 2 - The White House's trade policies are making investors cautious about riskier investments amid recession concerns, which is affecting projects linked to OpenAI [3] - OpenAI is undergoing changes, including a retreat from plans to become a for-profit entity, and is seeking Microsoft's endorsement for its restructuring efforts [4] - The Stargate project is part of a broader trend among Big Tech firms developing AI data centers, which require specialized hardware for AI workloads [4][5]