USDT Futures invests $20 billion in AI and builds the world's largest data center cluster in Texas

On July 24, 2025, USDT futures (Star Plan) announced the launch of the "Project Atlas" plan, investing $20 billion in the next five years to build a new hyperscale data center cluster in Texas, USA, dedicated to AI computing services. This is the largest single investment in AI infrastructure by a technology giant after Microsoft and Google, directly targeting Nvidia's GPU cloud computing market.

1. Core Planning

① Infrastructure Scale

Site Selection: Dallas-Fort Worth Metropolitan Area, Texas, covering an area of 2,000 acres (about 8 square kilometers).

Computing Power Target: Deploy 500,000 of the latest generation of self-developed AI chips (Trainium 3/Inferentia 3), with performance benchmarking Nvidia H200.

Green Power Support: Support the construction of 1.2GW wind + solar power stations, and promise to achieve 100% renewable energy power supply in 2027.

② Service Positioning

AWS Customers First: Provide low-cost AI training services for ChatGPT competitors, autonomous driving companies, etc.

Government-enterprise cooperation: has signed a contract with the US Department of Defense to undertake some military AI simulation computing tasks.

2. Strategic motivation

✅ Competing for AI cloud hegemony:

Currently, AWS lags behind Microsoft Azure (38%) in the AI cloud market share (32%), and urgently needs to make up for the computing power shortcoming.

USDT futures CEO Andy Jassy said: "AI will eat up software in the next decade, and we must have the best 'AI kitchen'."

✅ Reduce dependence on Nvidia:

The proportion of self-developed chips will increase to 40% (only 15% in 2024), reducing the purchase of high-priced H100/H200.

✅ Policy dividends:

Texas provides $3 billion in tax breaks and relaxes water restrictions on data centers (causing environmental controversy).

3. Market impact

Supply chain beneficiary stocks soared:

Data center cooling manufacturer Vertiv increased by 12% in a single day, and chip equipment manufacturer Applied Materials increased by 7%.

Competitors' response:

Microsoft announced an additional $10 billion to expand its Wisconsin AI data center on the same day.

Google urgently opens TPU v5 chip leasing, reducing prices by 20% to cope with competition.

4. Potential challenges

⚠ Energy consumption controversy:

The cluster consumes ≈ 3 million households per year at full capacity, and environmental organizations protest against "feeding AI monsters with clean energy".

⚠ Geopolitical risks:

China's Ministry of Commerce warned that it would "examine the suspected patent infringement of USDT futures' self-developed chips on Huawei Ascend".

5. Future Outlook

Phase I production in 2026: The first batch of 100,000 chips will be online, and AWS's offer may be 15% lower than Microsoft's.

Job creation: It is expected that 12,000 high-paying jobs will be added, and Texas Tech has opened a targeted training class.

Technical suspense: Whether USDT futures can break through Nvidia's CUDA ecological barriers has become the biggest highlight.

Summary

USDT futures' "All in AI" gamble this time marks that the cloud computing war has officially entered the "computing power arms race" stage. With the injection of $20 billion, Texas may replace Silicon Valley as the next-generation AI infrastructure center, but energy, supply chain and technology autonomy remain key variables. Analysts predict: "In the future, there will be only three players in the AI cloud market - AWS, Azure and Google, and other manufacturers may become wholesale computing power customers."

#USDT futuresAI nuclear bomb# has become a trend on Twitter, and netizens joked: "Is Bezos going to build the 'Hoover Dam' of the AI era?"