The White House has launched the “Genesis Project,” with 24 technology leaders joining forces to share national laboratory data and Computing Power, aiming to double the productivity of American science over the next decade, while the Capital Market focuses on a new round of Computing Power infrastructure dividends. (Previous summary: How to rely on Vibe Coding in the AI era, letting the Agent stay up late to monitor the market) (Background information: Altman discusses OpenAI's growth dilemma: Computing Power is the biggest limitation, and revenue growth relies on continuously doubling the number of graphics cards.)

Table of Contents

• Silicon Valley Rivals Signed a Contract
• AI moves from chat to science
• Early signals of the Capital Market

The U.S. Department of Energy (DOE) announced a rare cross-border list, with 24 top AI companies signing up to join the Trump administration's Genesis Mission, aimed at doubling U.S. scientific productivity within a decade.

24 major tech companies include: Accenture, AMD, Anthropic, ARMADA, Amazon (AWS), Cerebras, CoreWeave, Dell Technologies, DrivenData, Google (Alphabet), Groq, HPE, IBM, Intel, Microsoft, Nvidia, OpenAI, Oracle, Periodic Labs, Palantir, Project Prometheus, Radical AI, xAI, XPRIZE.

signed a contract with the Silicon Valley rival.

In the past, competitors that were fully engaged in the market, such as OpenAI led by Sam Altman and xAI, which was just established a year ago by Musk, are now included in the same government list.

The Department of Energy stated that in the future, it will integrate the supercomputers, particle accelerators, and original research data from 17 national laboratories into a unified platform, which will then be connected by the cloud and large models of these 24 companies.

AI moves from chat to science

Michael Kratsios, the Director of the White House Office of Science and Technology Policy, publicly outlined the plan's positioning in December:

The Genesis Project will achieve the automation of experimental design, aligning enterprises, academia, and federal agencies on the same track, shortening the discovery cycle.

The text and image generation that the public has become familiar with over the past year may just be an appetizer; the real focus of the plan is on advanced nuclear fusion simulations, new material searches, and drug discovery.

It is understood that the operating model adopts a closed-loop experiment: AI agents propose hypotheses from a large database, and automated robot laboratories immediately validate them, then feed the results back into the model, forming a high-speed cycle. This highly vertically integrated path pushes AI towards hardcore science rather than consumer applications.

Early signals of the Capital Market

The investment circle sees this list as the fuse for a new round of AI infrastructure supply chain cycle.

Hardware suppliers Dell and HPE are expected to secure large purchases from the upgrades of national laboratories, with strong demand for Nvidia and AMD's acceleration cards in supercomputing clusters. Palantir and Oracle, which have long been involved in public sector projects, are also seen as beneficiaries.

At the same time, the three cloud giants AWS, Microsoft Azure, and Google Cloud are bringing research workloads into commercial platforms, which also means locking in stable computing revenue for the next decade. With Trump's signature, companies in place, and future Computing Power coming online, whether the “Genesis Project” can bring surprises to the world remains to be seen.