How Chaos Abroad Is Fueling the Greatest Tech Buildout in U.S. History

Abraham 6 min read

This story was previously published in September 2025 as “AI Is the New Oil – and America Is Laying the Pipeline”. It has since been updated to include the most relevant information available.

It feels like markets are walking a tightrope.

Wars grind on in Ukraine and the Middle East. Energy prices spike on new supply shocks. Washington is mired in political gridlock, while Beijing pushes the limits of U.S. resolve.

Every headline seems engineered to rattle confidence. And yet – beneath the noise – something very different is taking shape…

The American AI Boom is accelerating.

While politicians posture and traders flinch, the most important companies in the world are making some of the largest capital investments in modern history — not abroad, but right here at home.

Semiconductor factories are running around the clock. Data centers are rising from Texas to Virginia. Utilities are racing to rewire the grid. Corporate America and federal agencies alike are deploying AI agents faster than regulators can draft the rules.

Yes, geopolitics threatens to shake the markets. But AI is quietly reshaping them.

That divergence (between fear at the surface and progress underneath) hides one of the most powerful opportunities investors will see this decade…And this week, I’ll be unveiling exactly where I believe it’s headed — live from the main stage at the 2025 Stansberry Conference in Las Vegas.

Why Nvidia Is Pouring $500 Billion Into U.S. AI Infrastructure

Let’s start with the kingmaker: Nvidia (NVDA), arguably the most important company in AI today.

The firm announced plans to invest up to $500 billion into American AI infrastructure over the next four years.

That’s half a trillion dollars.

And it’s already happening.

Production of Nvidia’s latest chip, the Blackwell, has officially begun in Phoenix, Ariz., at Taiwan Semiconductor Manufacturing Company’s (TSM) new U.S. plant. That’s right; TSM, Taiwan’s silicon giant, is making its crown jewel chip for Nvidia on American soil.
Nvidia is also building supercomputer manufacturing facilities in Texas through partnerships with Foxconn (FXCOF) and Wistron. That marks the first time ever Nvidia will make these machines in the U.S.
Plus, it’s teaming up with Amkor Technology (AMKR) and Siliconware Precision Industries to develop packaging and testing operations, all based in Arizona.

Nvidia has decided that the future of AI infrastructure is American.

And it’s not the only one…

Big Tech Joins the American AI Boom

Nvidia may be the headliner, but the chorus of companies backing the American AI Boom is loud – and growing louder by the day.

Apple (AAPL) recently pledged to invest $500 billion in the U.S. over the coming years, including the construction of a massive AI server facility in Houston, expected to open in 2026.
Meta (META) is pumping $10 billion into its largest-ever data center campus in northeast Louisiana, exclusively dedicated to AI development.
Microsoft (MSFT) just tripled its original proposal, announcing a $3.3 billion investment to build an AI superhub in southeast Wisconsin.
OpenAI, Oracle (ORCL), SoftBank (SFTBY), and others have teamed up under the White House’s Project Stargate, pledging to invest up to $500 billion into AI infrastructure and innovation hubs across the U.S.

This is more than a boom. It’s an explosion.

AI Reshoring Is Now a National Security Priority

Why the sudden rush to reindustrialize America’s tech backbone?

Because this year’s trade war has exposed the fragility of globalization.

With tariffs hampering imports and geopolitical tensions simmering, Big Tech is de-risking its supply chains. And the best way to do that is to build at home.

But it’s not just about economics anymore. It’s about national security.

AI is not consigned to boosting efficiency in the office or creating artwork on a dime. It’s becoming the backbone of 21st-century power – military, economic, technological, and cultural.

Just consider Palantir (PLTR). As Bloomberg reported, “the firm’s artificial intelligence and analysis tech gathers data from third-party sensors and systems, including satellites. The tools then distill the information, giving soldiers more awareness of their surroundings and helping them hit targets faster and more accurately.”

Control over AI infrastructure means control over future prosperity.

The White House knows it. So does Nvidia, Microsoft, and every other company racing to erect fabs and data centers across the American heartland.

What began as a tariff tantrum may very well end in the largest technological buildout on U.S. soil since the interstate highway system.

AI Stocks to Watch as the U.S. Industrial AI Renaissance Accelerates

While the headlines warn about destruction, the groundwork is still being laid for creation.

And in times like these, seasoned investors often turn to a time-tested principle: stay level-headed when fear dominates the headlines. Amid uncertainty, opportunities can emerge for those who remain focused on long-term trends.

The intensifying Russia-Ukraine war has created fear. Tariffs have created pain. But through that fog, the signal is clear:

Capital is coming home. Infrastructure is being built.

AI is going domestic.

That’s rocket fuel for an American AI Boom.

So, what’s the move?

You don’t need to chase every bounce or time every dip.

Instead, what you should be doing is building your AI stock watchlist and looking for entry points as fear creates opportunity.

Focus on:

Semiconductor leaders reshoring U.S. production (think NVDA, AMD, TSM partners).
AI software companies (like PLTR, AXON, META, MSFT).
Advanced manufacturing plays in packaging, testing, and thermal systems (such as SNPS, COHR, AMAT).

For investors watching AI stocks closely, this reshoring wave signals a potential multi-year uptrend

This is the dawn of the Fourth Industrial Revolution; and it’s being built on American soil.

America Is Quietly Building the Future of AI. Are You In?

Tariffs, inflation, war, political unrest, increasingly devastating natural disasters…

Trust us when we say that we understand why a lot of people are afraid right now.

But even amid the chaos, there’s an important picture coming into focus here.

If markets can hold steady through this level of turmoil, imagine the strength they could show in recovery.

The time to start buying AI is not when the news gets better.

It’s right now – while the future is being built, brick by brick, right here at home.

That’s why next week, I’m heading to Las Vegas to share my brand-new AI Market Update at the 2025 Stansberry Conference – the premier gathering of investors, innovators, and financial thinkers shaping the future of the markets.

This is where the next decade of opportunity will be defined.

I’ll be speaking alongside some of the brightest minds in technology and finance … names you’ll recognize like Kara Swisher, Dr. Peter Diamandis, Marc Chaikin, Josh Brown, and Eric Wade … all sharing their best ideas for navigating this rapidly changing world.

In-person tickets for the event are already sold out. But for a short time, you can still watch the entire conference live from home (including my full AI presentation) through a special Livestream Pass offered by our partners at Stansberry Research.

It’s your front-row seat to the future of investing – no travel required.

Click here to secure your discounted Livestream Pass and join me live from Las Vegas.

Trust me … if you care about where the markets, technology, and opportunity are headed next… you don’t want to miss this.

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