Nvidia, Elon Musk’s xAI team up with Microsoft, BlackRock to boost AI infrastructure in US

New York Post - Mar 19th, 2025
Open on New York Post

Nvidia and Elon Musk’s xAI have joined a major consortium, backed by Microsoft, MGX, and BlackRock, to expand AI infrastructure in the US. This consortium, initially formed last year, aims to invest over $30 billion in AI-related projects, focusing on the necessary data centers and energy facilities for AI applications like ChatGPT. The consortium, now renamed as AI Infrastructure Partnership (AIP), is one of the largest efforts to fund computational resources essential for AI development. Nvidia continues as a technical advisor, while GE Vernova and NextEra Energy have also joined to focus on high-efficiency energy solutions and supply-chain planning. The group aims to mobilize up to $100 billion, including debt financing, to meet the growing demands of AI technology.

This development comes on the heels of President Trump’s announcement of the Stargate initiative, another private-sector AI infrastructure project backed by SoftBank, OpenAI, and Oracle, with plans to mobilize up to $500 billion. The involvement of major players like Nvidia, BlackRock, and Microsoft in AIP highlights the competitive landscape of AI infrastructure investments, emphasizing the strategic importance of AI technological advancement in the US. The consortium also focuses on forging partnerships with US entities and those within the Organization for Economic Cooperation and Development, reflecting a broader geopolitical context and the global race to harness AI capabilities effectively.

Story submitted by Fairstory

RATING

6.2
Moderately Fair
Read with skepticism

The news story provides a timely and relevant overview of a significant development in AI infrastructure investment, highlighting the involvement of major companies and high-profile individuals. It is clear and well-structured, making it accessible to a general audience. However, the article could benefit from greater accuracy by including more specific details and verifying certain claims. The lack of diverse perspectives and critical analysis limits its balance and engagement potential. While the topic is of high public interest, the absence of controversy and transparency in sourcing affects the article's overall impact and reliability. To enhance its quality, the story could incorporate expert insights and address potential challenges and implications of the consortium's goals.

RATING DETAILS

7
Accuracy

The story presents several factual claims that align with the accuracy check, such as Nvidia and Elon Musk’s xAI joining a consortium backed by Microsoft, MGX, and BlackRock. The investment goals mentioned, such as the initial $30 billion and the aim to mobilize up to $100 billion, are consistent with the reported objectives of the consortium. However, some claims, like the exact amount of funds raised so far, remain unspecified, which affects the precision of the reporting. Additionally, the mention of President Trump announcing the Stargate initiative, backed by significant entities like SoftBank Group and Oracle, requires verification for accuracy, given the high-profile nature of these claims. The lack of specific financial details and commitments from partners is a notable gap that affects overall accuracy.

6
Balance

The article primarily focuses on the consortium and its partners, providing a detailed overview of their roles and objectives. However, it lacks perspectives from independent experts or critics that could offer insights into potential challenges or downsides of such large-scale investments in AI infrastructure. The story does not address potential environmental or societal impacts, which could provide a more balanced view. By not including these perspectives, the article may appear somewhat one-sided, focusing mainly on the positive aspects and ambitions of the consortium.

8
Clarity

The article is generally clear and well-structured, presenting the information in a logical sequence that is easy to follow. The language is straightforward, and the tone is neutral, which aids in comprehension. However, the inclusion of more specific details and context could enhance understanding, particularly for readers unfamiliar with the intricacies of AI infrastructure investments.

5
Source quality

The story attributes its claims to the companies involved, such as Nvidia and xAI, but lacks direct quotes or statements from these entities, which would enhance credibility. It also does not reference any external sources or expert analysis that could validate the claims made. The reliance on unnamed sources or generalized statements without clear attribution affects the reliability of the information presented. The absence of diverse sources limits the depth and authority of the reporting.

5
Transparency

The article does not provide detailed information about the methodology used to gather the reported facts, nor does it disclose potential conflicts of interest. There is a lack of transparency regarding how the information was obtained and whether the sources have any vested interests in the consortium's success. This lack of disclosure can impact readers' trust in the impartiality of the article.

Sources

  1. https://www.coindesk.com/tech/2025/03/19/elon-musk-s-ai-start-up-nvidia-join-microsoft-blackrock-mgx-ai-fund
  2. https://n0llat0leranssi.wordpress.com
  3. https://www.semafor.com/article/03/19/2025/xai-nvidia-join-microsoft-blackrock-ai-fund
  4. https://economictimes.com/tech/artificial-intelligence/musks-xai-joins-microsoft-blackrock-30-billion-ai-fund/articleshow/119220895.cms
  5. https://www.infrastructureinvestor.com/nvidia-and-xai-join-gips-30bn-ai-infrastructure-partnership/