This planned $500 billion AI infrastructure investment could mint a few big winners.

The impact of this deal on the stock market has been quite bullish, especially for AI-related companies and those involved in the deal. Arm Holdings ( NASDAQ:ARM) is up over 12% since the deal and SoftBank is also up 12%. Oracle has gained 13%.

Nvidia stock jumped Wednesday, extending gains from the prior day following Trump’s announcement of a massive, $500 billion AI infrastructure project called Stargate. The project will be funded by Oracle,

Shares of NVIDIA Corporation (NASDAQ: NVDA) and other AI stocks such as Dell Technologies Inc. (NYSE: DELL), Oracle Corporation (NYSE: ORCL) and Arm Holdings plc (NASDAQ: ARM) are trading higher Tuesday buoyed by reports of a major private sector investment in artificial intelligence infrastructure.

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Stargate is little more than an extension of Sam Altman's powerful AI company, anonymous sources told the Financial Times.