🚀U.S. Unveils “Genesis Mission” as NVIDIA, AMD, AWS Accelerate Massive AI Infrastructure Build-Out

Over the past week, the United States has released a series of major signals in the AI field.   

The White House launched a national AI initiative described as “the largest scientific mobilization since the Apollo Program.” Following the government’s collaborations with， $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$, $Hewlett Packard Enterprise(HPE)$ , and $Advanced Micro Devices(AMD)$ on next-generation supercomputers, AWS (Amazon Web Services) $Amazon.com(AMZN)$ also announced a US$50 billion investment in government cloud infrastructure. On the industry side, Elon Musk publicly unveiled Tesla’s latest progress in AI chips. 
Together, these developments point to a clear trend: the United States is now treating AI as a core pillar of national competitiveness and is entering a new phase of an “AI infrastructure race.” 

1. White House Launches the “Genesis Mission”: Positioning AI as the Engine of U.S. Scientific Research 

On November 24 (local time), the White House announced that President Trump had signed an executive order launching a new national initiative—the “Genesis Mission”—designed to leverage artificial intelligence (AI) to transform scientific research and accelerate scientific discovery. 

The order directs U.S. Secretary of Energy Chris Wright to establish and operate the “U.S. Science and Security Platform,” an AI-driven experimental platform that integrates existing resources across national laboratories. The platform will bring together high-performance computing resources, AI modeling and analytics frameworks, computational tools, domain-specific foundation models, and secure access to data sets. 

Figure: President Trump signs the executive order launching the Genesis Mission.

The White House compared the initiative to the 1960s Apollo Program that sent Americans to the moon, calling it the largest mobilization of U.S. scientific resources since Apollo. Michael Kratsios, Director of the White House Office of Science and Technology Policy, stated:

“The Genesis Mission will unify scientific work across federal agencies and use AI as a scientific tool to fundamentally transform how research is conducted.”

The White House described the “U.S. Science and Security Platform” as a “closed-loop AI experimental platform.”
Kratsios explained:

“The Genesis Mission will use AI to automate experimental design, accelerate simulations, and generate predictive models, covering everything from protein folding to fusion plasma dynamics.”

He emphasized that this could shorten discovery timelines from years to days—or even hours—allowing scientists to test hypotheses and achieve breakthroughs previously out of reach.

Trump has frequently praised the potential of artificial intelligence and made its development a top priority for his administration. Through a series of executive orders, the administration has taken steps to reduce regulatory burdens and make it easier for companies to build AI infrastructure and data centers.

A senior administration official revealed that U.S. government collaborations with private companies—including $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$, $Hewlett Packard Enterprise(HPE)$ , and $Advanced Micro Devices(AMD)$ —will enhance the supercomputing capabilities of national laboratories. The official added that these companies’ recent partnership announcements can serve as models for future potential collaborations.

In short, the United States aims to make AI a “superpowered research assistant” that uses computational strength to reshape the scientific discovery process.

2. The Government’s Corporate Partnership Matrix: Major Chip and Hardware Companies Become Core AI Infrastructure Forces

Alongside the Genesis Mission, the U.S. Department of Energy (DOE) has launched large-scale collaboration projects with multiple technology companies. These partnerships form the technical backbone of the initiative and are central to the expansion of U.S. AI infrastructure.

• $NVIDIA(NVDA)$ + $Dell Technologies Inc.(DELL)$ : Building the Next Flagship Supercomputer

On May 29, Lawrence Berkeley National Laboratory announced that DOE Secretary Chris Wright had signed a contract with Dell to build a new flagship supercomputer for the National Energy Research Scientific Computing Center (NERSC), powered by NVIDIA chips.

The system, named “Doudna” (after Nobel laureate Jennifer Doudna), will feature:

• Dell high-performance computing systems

• NVIDIA’s next-generation “Vera Rubin” GPU platform

Expected launch: 2026
Primary applications include:

• Molecular dynamics simulations

• High-energy physics research

• Large-scale AI model training and inference

• $Advanced Micro Devices(AMD)$ + $Hewlett Packard Enterprise(HPE)$ + ORNL: Building the Discovery and Lux AI Supercomputers

On October 31, 2025, AMD and the DOE’s Oak Ridge National Laboratory (ORNL) announced plans to jointly build two next-generation flagship supercomputers—Discovery and Lux AI—with a combined investment of approximately US$1 billion.

The two systems will support:

• Sovereign AI infrastructure

• Scientific research and national security missions

• Breakthroughs in energy, medicine, and materials science

The Lux AI supercomputer—co-developed by ORNL, AMD, Oracle Cloud Infrastructure (OCI), and HPE—is scheduled for deployment in early 2026 and will become the first “AI factory” supercomputer in the U.S., laying the groundwork for a new model of public-private collaboration.

Discovery further expands cooperation between DOE, ORNL, HPE, and AMD. DOE Secretary Chris Wright stated:

“Working with AMD and HPE, we are bringing new capacity online faster than ever before, turning shared innovation into national strength and demonstrating that the U.S. leads when public and private partners build together.”

• $Amazon.com(AMZN)$ AWS: US$50 Billion Investment—A New Battleground for Government Cloud Infrastructure

Beyond government-driven projects, private-sector investment is accelerating as well.

AWS (Amazon Web Services) announced it will invest up to US$50 billion in cloud regions serving U.S. government customers, focusing on expanding:

• AI training and inference capacity

• High-performance computing (HPC)

• Top Secret / Secret / GovCloud infrastructure

This represents one of the largest cloud-infrastructure commitments ever made to the public sector.

AWS plans to add around 1.3 GW of compute capacity, with construction expected to begin in 2026. By combining modeling and simulation with AI, tasks that once took weeks or months could be reduced to hours.

AWS will also invest an additional US$15 billion to build data-center campuses in Indiana, creating over a thousand high-skill jobs.

Amazon shares rose 2.53% on Monday to US$226.28.

AWS’s participation makes the structure of U.S. AI infrastructure clearer:
National labs → Government cloud → Commercial cloud, forming a full-chain computing ecosystem.

3. Industry Side: Tesla Unveils Its AI Chip Roadmap

On the industry front, Tesla CEO Elon Musk revealed over the weekend that the company has spent years developing its own AI chips and mainboards, deploying millions of chips across vehicles and data centers.

The latest updates include:

• AI5 chips entering tape-out; AI6 chip development underway

• Annual chip iteration targeted at one new generation every 12 months

• Musk claims Tesla’s chip shipment volume could eventually exceed the total shipped by all other AI chip makers combined

He also used social media to recruit talent, inviting interested engineers to email Tesla and demonstrate their “exceptional ability” in three bullet points.

Tesla continued to receive support from sell-side institutions.
Melius reiterated its Buy rating, calling Tesla a “must-own stock” standing at the threshold of an “automation and AI super-cycle.”

Tesla shares rose 6.82% on Monday to US$417.78.

Although not part of government initiatives, these developments highlight the rapid pace of innovation in the U.S. AI industry.

Conclusion:

The U.S. Is Building a New AI Infrastructure System Through National Strategy + Collective Corporate Response

From the White House’s Genesis Mission, to supercomputer projects involving NVIDIA, AMD, Dell, and HPE at national laboratories, to AWS’s multibillion-dollar expansion of government cloud infrastructure—and Tesla’s rapid AI chip roadmap on the industry side—the United States is constructing an unprecedented AI infrastructure system.

As these investments come online over the next 1–3 years, U.S. competitiveness in scientific research, energy, materials science, biotechnology, and national security is poised for a new round of structural advancement.

Questions for you：

1. Which company do you think will benefit the most from the U.S. AI infrastructure boom—NVIDIA, AMD, AWS, or Tesla? Why?

2. Do you believe the Genesis Mission will trigger a new AI investment cycle in U.S. tech stocks over the next 12 months?

3. If you were to position ahead of this “AI infrastructure build-out,” which sector would you look at—chips, cloud, supercomputing, or AI applications?

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