The U.S. Genesis Project officially kicks off! The 'AI National Team' assembles— who will be the biggest winner?

The U.S. AI Manhattan Project has officially launched!

On December 18,The U.S. Department of Energy (DOE) has partnered with 24 technology giants to launch the 'Genesis Project.'Reviewing this list of collaborators, from Anthropic, OpenAI to $NVIDIA (NVDA.US)$ 、 $Alphabet-C (GOOG.US)$ 、 $Microsoft (MSFT.US)$ , the 'all-star lineup' in the global AI computing power domain is prominently listed.

This is not only a full mobilization of the U.S. tech community but also sends a strong industry signal: In the second half of the AI race, the baton has passed from traditional tech regulatory agencies to the DOE, which controls the energy lifeline—At the end of the day, the limit of computing power is electricity.

Looking back at our previous analysis in“Trump Amps Up AI Investment! From Computing Power to Electricity, Who Are the Shovel Sellers of the AI Era? This List Is Worth Saving!”The initial list outlined in the article, combined with the impressive lineup of this official signing, reveals a complete picture that has now emerged.

It is now evident that the 'Genesis Project' is no longer a single breakthrough but represents a full-stack mobilization of the U.S. AI industry—spanning from foundational chips and cloud infrastructure to core power resources, leaving no critical area untouched.

Among them are leading giants $Amazon (AMZN.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $IBM Corp (IBM.US)$ 、 $Microsoft (MSFT.US)$ 、 $NVIDIA (NVDA.US)$ , OpenAI, Anthropic, xAI;

Semiconductors, software, and hardware include $CoreWeave (CRWV.US)$ 、 $Intel (INTC.US)$ 、 $Oracle (ORCL.US)$ 、 $Palantir (PLTR.US)$ 、 $Accenture (ACN.US)$ 、 $Micron Technology (MU.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Synopsys (SNPS.US)$ 、 $Cisco (CSCO.US)$ 、 $Nokia Oyj (NOK.US)$ 、 $Dell Technologies (DELL.US)$ 、 $Hewlett Packard Enterprise (HPE.US)$ ；

Energy and power include $GE Vernova (GEV.US)$ 、 $SIEMENS AG (SIEGY.US)$ 、 $Exelon (EXC.US)$ ComEd, under its umbrella;

Key materials and minerals include $Albemarle (ALB.US)$ 、 $MP Materials (MP.US)$ 、 $Ramaco Resources-A (METC.US)$ ；

Defense and aerospace include $RTX Corp (RTX.US)$ 、 $GE Aerospace (GE.US)$ 。

What exactly is this plan?

Under the "Genesis Plan," the Department of Energy will establish a closed-loop artificial intelligence experimental platform, integrating U.S. supercomputers and data assets to generate foundational scientific models and provide power for robotics laboratories.

At the core of the plan is the construction of the 'U.S. Science and Security Platform,' which will integrate three key types of resources:

World-class computing power:Integration of supercomputers from the 17 national laboratories under the Department of Energy, such as the Frontier system at Oak Ridge National Laboratory, in collaboration with companies like NVIDIA and AMD to deploy next-generation AI supercomputing clusters.

Unique data resources:Opening up massive scientific datasets accumulated over decades by the U.S. government, covering fields such as nuclear physics, materials science, and biomedicine. These high-quality, rigorously validated datasets are considered 'gold mines' for training scientific AI models.

Automated experimental facilities:Connecting robotics labs and advanced manufacturing facilities capable of executing 'AI commands' to enable automated validation and production from digital models to physical experiments.

What roles do the companies signing the agreement this time play?

In the scope of the 'Genesis Plan,' we see a clearly tiered AI army:

First and foremost is the dominance of computing power. $NVIDIA (NVDA.US)$ As the core integrator, NVIDIA will leverage its Blackwell clusters and unified platform to drive the deployment of seven new supercomputers at national laboratories. $Advanced Micro Devices (AMD.US)$ and $CoreWeave (CRWV.US)$ Others are building multi-layered computing power moats from two dimensions: high-performance chips and elastic computing power of 250,000 GPUs.CerebrasandGroqwith a focus on the extreme optimization of dedicated scenarios.

Next is the support provided by cloud infrastructure. The giants are no longer merely providing space but are deeply involved in energy and architecture. $Amazon (AMZN.US)$AWSSplurging 50 billion USD while securing 1.3 gigawatts of electricity, $Microsoft (MSFT.US)$ and $Alphabet-C (GOOG.US)$ deeply embedding their own TPUs and AI frameworks into scientific research processes, $Oracle (ORCL.US)$ which is expected to assist in building high-performance computing systems; on the hardware integration side, $Dell Technologies (DELL.US)$ 、 $Hewlett Packard Enterprise (HPE.US)$ and $IBM Corp (IBM.US)$ ensuring the robustness of the physical foundation; and $Palantir (PLTR.US)$ constructing a secure governance operating system at the data level.

Finally, there is empowerment at the model layer. OpenAI、Anthropic,andxAIThe three major model giants have gathered, focusing on developing 'scientific research agents'; $Accenture (ACN.US)$ Facilitate the industrial transformation of scientific research achievements by establishing a closed-loop integration of industry, academia, research, and application.

How will this impact the company’s trajectory?

In response to the recent surge of 'AI ghost stories' in the market, sentiment in the AI sector plummeted to an all-time low. However, the launch of the 'Genesis Initiative,' backed by national credibility, has provided a safety net for the industry.This has shifted market focus from short-term 'ghost stories' back to medium- and long-term 'strategic certainty.'

Nevertheless, it is important to remain cautious, as the MOU (Memorandum of Understanding) signed this time is essentially a non-binding framework agreement, far from a confirmed PO (Purchase Order), and cannot translate into revenue figures on financial statements in the short term.

Moreover, the principle of 'architecture neutrality' emphasized by the DOE implies that no single technology stack will achieve monopolistic lock-in. Therefore, this wave of positive developments should be regarded in valuation models asa long-term 'government-backed endorsement' and 'call option', rather than immediate cash flow realization.

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