Oracle Corp.
What Happened: The announcement came as part of a broader $500 billion AI infrastructure initiative called Stargate, a joint venture between Oracle, OpenAI, and SoftBank Group.
"We can diagnose cancer using AI through a simple blood test," Ellison explained during the briefing. "Once we sequence the genes of that cancer tumor, we can design an mRNA vaccine for each individual robotically using AI in about 48 hours."
The initiative sparked a rally in AI-related stocks, with Oracle shares climbing 7.17% to close at $172.57. Other tech companies also saw significant gains, with NVIDIA Corp.
Why It Matters: The Stargate venture will initially invest $100 billion in U.S.-based AI infrastructure, with plans to expand to $500 billion over four years. The project includes the construction of ten 500,000-square-foot data centers, with potential expansion to 20 facilities beyond the initial Texas location.
During the announcement, Ellison also highlighted AI applications in healthcare, particularly focusing on electronic health records. The system would enable doctors in remote locations to access treatment protocols from leading cancer centers like Memorial Sloan Kettering.
The project represents one of the largest private sector investments in AI infrastructure to date, positioning the United States to strengthen its leadership in artificial intelligence technology development.