International
Your way into the U.S. superintelligence market.
America is building SI at industrial scale, and it wants allied money, suppliers and talent in on it, on its terms. This is the map: what is being built, which doors are open, which rules apply, and where to be.
- $720B+ planned 2026 capital spending by Amazon, Alphabet, Meta and Microsoft Source
- $550B Japan's U.S. investment pledge, starting with power for data centers Details
- $40B Abu Dhabi's MGX-led takeover of Aligned Data Centers, closed July 2026 Details
- $56B+ in investment committed at the 2026 SelectUSA summit Details
- 9 GW+ of Stargate data-center capacity projected by 2029 Details
- 24 signatories to Pax Silica, the U.S.-led chip supply pact Details
The way in
Five steps.
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Find your layer
Chips, power, data centers, data, models, security or applications. Washington sorts the SI stack into layers; know which one you sell into.
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Check the rules first
Investment review, chip export licenses and state law decide what is possible before price does.
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Pick a place
SelectUSA introduces foreign companies to the economic-development teams of all 50 states, for free.
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Plug into a project
The build-out runs through a few large efforts that need suppliers, partners and capital.
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Be in the room
Deals still start in person. These are the conferences and deadlines that matter in the months ahead.
Country by country
Who is already in.
Governments and sovereign funds that have put money or a formal deal into the U.S. build-out, and where each stands today.
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Japan
$550B
U.S. investment pledge under the 2025 trade deal
Two rounds announced, third in preparation Sample
The first two rounds went to the power that AI data centers need: about $36 billion for gas generation and ports (February 2026), then about $73 billion for a nuclear project in Tennessee and Alabama and gas plants in Pennsylvania and Texas. Tokyo says AI and chips widen the scope from the third round. Japan also signed a Technology Prosperity Deal with Washington in October 2025.
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South Korea
$350B
pledge, $150B for shipbuilding and $200B for strategic investment
First project selected, awaiting approval Sample
In September 2026 Seoul picked its first project: a 6.3-gigawatt gas-fired plant in Texas, worth about $22.3 billion, built to power AI data centers and chip fabs. It still needs U.S. approval. Cash outlays are capped at $20 billion a year. Separately, Samsung's chip fab in Taylor, Texas is due to start operating in 2026, with a second fab to break ground by year-end.
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United Arab Emirates
$40B
MGX-led purchase of Aligned Data Centers, closed July 2026
Closed deals, more capital deploying Sample
Abu Dhabi's MGX, with BlackRock's GIP and the AI Infrastructure Partnership, bought Aligned, a data-center operator with about 50 sites mostly in the U.S., and added $5 billion to expand it. MGX was also a founding investor in Stargate, and its new $49 billion fund puts about 70% of its capital toward North America. In July 2026 the U.S. eased chip-export rules for approved UAE entities.
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Taiwan
$165B
TSMC's committed investment in Arizona chip fabs
Producing, expanding Sample
TSMC's first Arizona fab has made 4-nanometer chips in volume since late 2024. The second, for 3-nanometer, is built and expected in volume in the second half of 2027. The plan covers six fabs, two advanced-packaging plants and an R&D center. Taiwan joined the 2026 Pax Silica summit as a non-signatory.
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Qatar
$500B
Qatar Investment Authority plan for the U.S. over ten years
Fund-wide pledge Sample
Announced during President Trump's Gulf visit in May 2025. It covers the whole fund, not only AI, and QIA says it will be selective on AI deals. Qatar signed the Pax Silica supply-chain declaration.
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Saudi Arabia
600K
Nvidia GPUs HUMAIN plans to deploy across Saudi Arabia and the U.S.
Early U.S. deployments Sample
HUMAIN, the kingdom's state-backed AI company, is building mostly at home but has a U.S. track: a deployment in New York with Global AI, chip deals that name U.S. sites, and a search for a U.S. equity partner for its data-center business.
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United Kingdom
£31B
U.S. tech pledges to the UK under the Tech Prosperity Deal
Signed, in delivery Sample
The model for Washington's tech pacts with allies. Signed in September 2025, it runs the other way: Microsoft, Google, Nvidia, OpenAI and CoreWeave committed to UK AI infrastructure, in a deal that also covers nuclear power and quantum. Japan and South Korea signed their own versions in October 2025.
Projects
What is being built.
The largest efforts in the U.S. build-out, where they are, and who they need.
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9 GW+
Stargate data centers
Texas, New Mexico, Ohio, Michigan, Wisconsin
Seven campuses projected to exceed 9 gigawatts by 2029. The flagship in Abilene, Texas is partly running. At least three sites plan their own natural-gas power plants to avoid waiting for the grid.
Who it's for Power equipment, cooling, construction and networking suppliers. Abu Dhabi's MGX was a founding equity partner, so sovereign capital is already in the structure.
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5 GW
Meta Hyperion
Richland Parish, Louisiana
Meta's largest campus, expanded in July 2026 to 5 gigawatts and more than $50 billion. Entergy is building seven gas plants, battery storage and about 240 miles of transmission for it. Meta reports more than $1.6 billion in contracts with Louisiana businesses so far.
Who it's for Power, grid and construction contractors. It is financed through a joint venture held off Meta's balance sheet, a structure built for outside capital.
DCD: Meta expands data center campus in Richland Parish, Louisiana to 5GW
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$50B
Anthropic's U.S. data centers
Texas and New York
Custom data centers for Anthropic's models, announced in November 2025, with sites coming online through 2026. Expected to create 800 permanent and 2,400 construction jobs.
Who it's for Proof that foreign operators can win frontier-lab work: the builder, Fluidstack, is a London-based company.
CNBC: Anthropic to spend $50 billion on U.S. AI infrastructure
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4 sites
Data centers on federal land
Idaho, Tennessee, Kentucky, South Carolina
DOE leases land at Idaho National Laboratory, Oak Ridge, Paducah and Savannah River for privately funded AI campuses that bring their own power. At Paducah, Brookfield will run a 1.8-gigawatt campus and NextEra will build 2 gigawatts of gas generation and up to 2.6 gigawatts of batteries.
Who it's for Developers and power companies. Canada's Brookfield won the first site, so foreign firms can compete. Oak Ridge is offering two parcels.
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Up to 10 GW
Portsmouth (PORTS) campus
Piketon, Ohio
A SoftBank company is developing what DOE calls the world's largest AI data center, on leased land at the former Portsmouth uranium-enrichment site. Trackers report up to 10 gigawatts; DOE has not published a capacity figure.
Who it's for Japanese and other foreign suppliers working with SoftBank, and anyone in nuclear and gas power, which the site was chosen for.
U.S. Department of Energy: Special report details world's largest AI data center at Portsmouth site
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~2 GW
xAI Colossus
Memphis, Tennessee and Southaven, Mississippi
xAI's training clusters, built at record speed. Elon Musk said in December 2025 that a third building would take the site to almost 2 gigawatts. It runs partly on on-site gas turbines and batteries while the local grid catches up.
Who it's for Turbine, battery and electrical-equipment suppliers who can deliver in months, not years.
SiliconANGLE: Elon Musk reveals plan to expand xAI's Colossus data center to 2 gigawatts
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$5B+
Genesis Mission
17 national laboratories
Links the national labs' supercomputers, data and instruments into one platform for AI-driven science, with priorities in biotech, fusion and nuclear energy, quantum and microelectronics.
Who it's for Research groups and companies with scientific data, instruments or models. Expect to enter through a U.S. partner: national-security restrictions apply to sensitive work.
Programs
Doors that are open.
Federal programs built for foreign investors, buyers and partner countries.
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SelectUSA
The federal program for foreign direct investment. It offers free counseling and introductions to economic-development offices in all 50 states. Its 2026 summit drew 2,700+ international delegates from 100+ markets and more than $56 billion in investment commitments.
Who it's for The first stop for any foreign company planning a U.S. site, office or factory. Start here before choosing a state.
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American AI Exports Program
Washington's effort to sell "full-stack" American AI abroad: chips, data pipelines, models, security and applications packaged by industry consortia. Designated packages get priority government advocacy, faster export licensing and financing referrals.
Who it's for Governments and large buyers abroad: this is the channel through which the U.S. offers you a national SI stack. Watch for the designated consortia and any second call.
Federal Register: American AI Exports Program: call for proposals for pre-set consortia
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Technology Prosperity Deals
Government-to-government pacts on AI, quantum, fusion, biotech and 6G. They coordinate AI exports, align standards work between the U.S. Center for AI Standards and Innovation and partner AI safety institutes, and tighten research security.
Who it's for Governments that want a framework deal with Washington, and companies from the three signatory countries, whose standards and export work now runs in step with the U.S.
The White House: The United States signs Technology Prosperity Deals with Japan and Korea
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Pax Silica
A U.S.-led pact on trusted supply chains for chips, AI infrastructure and critical minerals, launched in December 2025. Ten more signed in June 2026, including the EU, Germany, the Netherlands, Greece, Argentina, Chile and Kazakhstan. A "Pax Pass" pilot in Panama speeds vetted shipments.
Who it's for If your country has signed, you are on the trusted side of the supply chain. If not, accession is the diplomatic route to easier access.
Brownstein: State Department expands Pax Silica initiative at 2026 summit
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CFIUS Known Investor Program
A fast track for frequent foreign investors from allied countries, vetted before a deal rather than during it. Treasury asked for public input in February 2026; launch is not expected before late 2026.
Who it's for Sovereign funds, pension funds and repeat strategic investors with no ties to adversary countries.
Gibson Dunn: CFIUS's Known Investor Program begins to take shape
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O-1A visa and the Gold Card
The O-1A visa for "extraordinary ability" has no annual cap and no lottery, and is the usual route for AI researchers. The $1 million Gold Card launched in December 2025, but by April 2026 only one applicant had been approved, with hundreds under security review.
Who it's for Researchers and founders moving to U.S. labs. Publications, citations and reviewing for major AI conferences are typical O-1A evidence.
BNN Bloomberg: Trump Gold Card visa granted to one person so far, U.S. Commerce chief says
Rules
What you'll run into.
The constraints that decide most deals. They change often, so each shows where it stands today. This is orientation, not legal advice.
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Foreign investment review (CFIUS)
An interagency committee that can review, condition or block foreign investment in U.S. businesses on national-security grounds. AI, chips and data centers sit squarely in its critical-technology focus, and some deals require a mandatory filing.
Who it's for Anyone buying equity in, or gaining access to, a U.S. AI company. Build review time into the deal and get counsel before signing.
U.S. Department of the Treasury: The Committee on Foreign Investment in the United States
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Chip export controls
Advanced AI chips need licenses for many destinations. Since January 15, 2026, H200-class chips to China are reviewed case by case under strict conditions. On July 10, 2026 the UAE was upgraded, with chip access limited to approved entities.
Who it's for Anyone hosting U.S. chips abroad or serving remote users from them. Know your destination's country group and plan for end-user checks.
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State and federal AI law
California's SB 53 requires large frontier developers to publish safety frameworks and report critical incidents. The White House wants Congress to replace state rules with one national standard, but until it does, both layers apply.
Who it's for Developers that train or sell frontier models in the U.S. California's rules reach you if you do business there.
Office of the Governor of California: Governor Newsom signs SB 53
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The $100,000 H-1B fee
A September 2025 proclamation added a $100,000 fee to new H-1B petitions. A federal court vacated it on June 8, 2026, the appeals court refused to reinstate it during the appeal, and USCIS stopped collecting it.
Who it's for Companies moving researchers and engineers to the U.S. Check the current USCIS guidance before every filing: a ruling on appeal could change it again.
National Law Review: Federal court vacates $100,000 H-1B fee
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Speak the new language
Executive Order 14434 makes "Super Intelligence" (SI) the official federal term for what used to be called AI. On October 8 the President called anyone who still says "artificial intelligence" an "enemy".
Who it's for Anyone pitching, bidding or applying to a federal agency. Proposals that still say "AI" now read as dated. A legal definition is due by November 28, 2026.
Calendar
Where to be, and when.
Events worth the flight, and deadlines that change the rules.
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Event McCormick Place, Chicago Sample
SC26 (Supercomputing 2026)
Where the national labs, chipmakers and data-center engineers meet. The best room for anyone selling into the Genesis Mission or high-performance computing. Exhibit floor Nov 17–19.
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Deadline Washington, D.C. Sample
Federal definition of "Super Intelligence" due
The President's science and technology adviser must propose legislative language under Executive Order 14434. It decides what the new term covers in law.
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Event Sydney, with satellites in Atlanta and Paris (Dec 9–13) Sample
NeurIPS 2026
The largest machine-learning research conference, where U.S. labs recruit. The Atlanta satellite is the U.S. venue this year.
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Event Las Vegas, Nevada Sample
CES 2027
The biggest U.S. trade show, where national pavilions bring their startups. AI devices and chips dominate the floor.
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Deadline Washington, D.C. Sample
Super Intelligence Force report expected
The task force reportedly has 120 days from its October 4, 2026 launch to report on SI risks and opportunities. Date approximate.
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Event Mandalay Bay, Las Vegas Sample
HumanX 2027
An AI business conference built around deal-making between AI companies, buyers and investors.
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Event San Jose, California Sample
NVIDIA GTC 2027
The compute industry's main U.S. gathering: chips, data centers, power and the companies that supply them.
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Event Moscone Center, San Francisco Sample
RSAC 2027
The main U.S. security conference. AI security is one of the five layers in Washington's AI export packages, and this is where that market meets.
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Event National Harbor, Maryland Sample
SelectUSA Investment Summit 2027
The U.S. government's own summit for foreign investors, with economic-development teams from all 50 states. AI infrastructure was a featured track in 2026.
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Event Washington, D.C. Sample
AI+ Expo 2027
Run by the Special Competitive Studies Project, it is where government, defense and industry meet on national AI strategy.
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