The bull market trajectory of the AI computing power industry chain is still to be continued! The "computing power storm" has triggered a frenzy of $2 trillion in investments.

At the "Pennsylvania Energy and Innovation Summit" held at Carnegie Mellon University on Tuesday local time, US President Donald Trump and Pennsylvania Republican Senator Dave Mac Meek announced that the AI data center project will receive an investment of about $36 billion, and the energy project will receive an investment of $56 billion. These projects are closely related to AI infrastructure, meaning that the typical swing state of Pennsylvania will receive a $92 billion investment for the construction of a "super AI center." During his speech at the Pennsylvania Energy and Innovation Summit, Trump welcomed the $92 billion investment in artificial intelligence (AI) infrastructure and emphasized his efforts to enhance America's competitiveness in the global AI field. "Today's commitments will ensure that future design, construction, and manufacturing take place here in Pennsylvania, Pittsburgh, and the United States," Trump said in his speech. Among these investments, Blackstone Inc. has committed more than $25 billion to building new data centers and energy infrastructure. Its subsidiary, the data center business QTS, has obtained development land in Northeast Pennsylvania. Blackstone Inc. has also partnered with utility company PPL Corp. to establish a joint venture to build and operate a gas-fired power plant to meet the enormous electricity demand of the data centers. Leading the "cloud computing power leasing" industry that provides powerful AI computing resources to AI application giants such as OpenAI, Microsoft Corporation, and Alphabet Inc. Class C, CoreWeave plans to invest up to $6 billion to establish a large AI data center in Lancaster, Pennsylvania. Michael Intrator, CEO of CoreWeave, stated in a recent interview that CoreWeave is expected to initially develop a 100-megawatt computing capacity and may expand to a 300-megawatt capacity in the future. According to Wall Street investment giants Loop Capital and Wedbush, the global AI infrastructure investment wave centered on AI computing power hardware is far from over and is just the beginning. Fueled by an unprecedented "AI computing power demand storm," this investment wave is expected to reach as high as $2 trillion. In the eyes of Wall Street behemoths Morgan Stanley, Bank of America Corp, and global asset management giant BlackRock, Inc., the performance of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, ASML Holding NV ADR, and Analog Devices, Inc., along with NVIDIA Corporation, has shown that the demand for AI computing power continues to surge. Despite the export restrictions imposed on China by the US government and the new tariff battles initiated by Trump, companies like Amazon.com, Inc., Microsoft Corporation, Alibaba Group Holding Limited Sponsored ADR, and Alphabet Inc. Class C continue to dominate the global AI computing power demand. In a recent report to investors, senior analyst Daniel Ives of the Wall Street renowned investment firm Wedbush stated, "Key figures in the US technology and energy sectors attended this meeting, highlighting the importance of providing necessary power resources for AI training/inference systems as the US power grid system continues to be under pressure from the strong power load of AI data centers. Funds will be used to build multibillion-dollar data processing centers in Pennsylvania, ensuring that the US is in an absolute leading position in the artificial intelligence revolution." Ives emphasized in the research report that US technology giants Amazon.com, Inc., and Alphabet Inc. Class C, along with the cloud computing power leasing leader CoreWeave, plan to build large data centers and energy projects in the region, with investments reaching up to $20 billion, $25 billion, and $6 billion, respectively. The Wedbush analyst team led by Ives wrote, "Jon Gray, President and Chief Operating Officer of the global asset management giant Blackstone Inc., revealed that the company plans to invest up to $25 billion in data center and energy infrastructure in the Pennsylvania region and plans to establish joint ventures with some partners to expand the size of the power supply system in the coming years." The "AI belief" is shaking the world, and the surge in the AI computing power industry chain is far from over The Wedbush analyst team emphasized in the research report, "We have always been extremely optimistic and believe that investors still underestimate the super growth surge that the $2 trillion that global enterprises and governments will invest in artificial intelligence infrastructure and applications in the next three years will bring." As Trump announced the $92 billion massive AI investment plan in Pennsylvania, the "AI chip leader" NVIDIA Corporation resumed the sales of the H20 AI GPU in the Chinese market, while Meta, the parent company of Facebook, plans to invest billions of dollars to build multiple large AI data centers to support its AI technology upgrades, aiming to achieve general artificial intelligence (AGI). The first data center is expected to be operational next year. Additionally, global cloud computing giant Amazon.com, Inc. AWS announced an expanded collaboration with the South Korean SK Group, under which AWS will build a data center in South Korea with a capacity of up to 100 megawatts (MW), the largest in Korea. Meta CEO Mark Zuckerberg announced on Monday that the tech giant will invest billions of dollars to build several large data centers to support the development of its artificial intelligence, aiming to achieve general artificial intelligence (AGI). The first super AI data center is expected to be operational next year. Wall Street analysts widely interpret Zuckerberg's statement as demonstrating confidence in significantly increased cash flow in the mid-term and indicating that tech giants like Meta have a strong demand for NVIDIA Corporation's AI GPU and that the AI capital expenditure cycle is far from over. As the leading generative AI leader competing with OpenAI, Anthropic predicts that by 2027, AI large models will be able to automate almost all white-collar jobs, leading to an unprecedented surge in AI computing power demand at the inference end, which is expected to drive exponential growth in the AI computing power infrastructure market and become the main revenue source for NVIDIA Corporation, according to Huang Renxun. The continuous surge in global AI computing power demand, coupled with the ever-growing AI infrastructure investment projects led by the US government, and tech giants continually investing vast sums into building large data centers, means that for investors who are long-term fans of NVIDIA Corporation and the AI computing power industry chain, the sweeping "AI belief" continues to be a "super catalyze" for the stock prices of the computing power leaders. The stock prices of companies in the AI computing power industry chain led by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR and NVIDIA Corporation will continue to demonstrate a "bullish curve." The market value climb towards $5 trillion for the "AI giant" NVIDIA Corporation has officially set sail, and in the eyes of a Wall Street investment firm, there is even the possibility of surpassing $6 trillion. CoreWeave CEO Intrator stated this week, "We see a continuous demand for larger-scale computing resources." "Three years ago, it was a 10-megawatt infrastructure, then it became 100 megawatts. The discussions now are gradually moving towards gigawatt-level." A gigawatt-level power system facility can power approximately 750,000 US households. The first batch of CoreWeave's 100-megawatt data center is expected to be open to customers in 2026, and Intrator expects the production capacity of this computing factory to be "highly sought after by the demand side." In their research report, Wedbush referred to NVIDIA Corporation's AI chips as the "golden and oil of the new era" and predicted that NVIDIA Corporation's market value will continue to rise, emphasizing that the focus of investors in the next 18 months will be the super milestone of $5 trillion. The Wedbush analyst team stated that compared to the internet era, the stock market expansion driven by the AI boom is still in its early stages, representing the most significant technological change in over 40 years. The Wall Street renowned investment firm Loop Capital recently released a research report stating that NVIDIA Corporation's market value may soon reach $6 trillion, benefiting from the long-term and continuous global AI infrastructure arms race. The organization raised NVIDIA Corporation's target price from $175 to $250, indicating that, in Loop Capital's view, NVIDIA Corporation's market value will exceed $5 trillion and reach a historical peak of approximately $6 trillion. Loop Capital wrote in the research report, "Our research shows that we are entering the next wave of 'golden wave' in artificial intelligence applications, and NVIDIA Corporation is still at the forefront of a phase where the next wave of demand far exceeds expectations." The organization predicts that by 2028, cumulative expenditure in NVIDIA Corporation's core computing infrastructure powered by NVIDIA Corporation's AI GPU will be approximately $2 trillion.