01What Is the NVIDIA and Elon Musk AI Plan?
The NVIDIA and Elon Musk AI plan is a $100 billion investment to build AI infrastructure. It is run by a new group called the AI Infrastructure Partnership, or AIP for short.
In this episode, Julian explains that AIP brings together NVIDIA, Elon Musk's xAI, BlackRock, Microsoft, and MGX from the UAE. The goal is to move $100 billion into AI data centers and energy. The first deal is a $40 billion purchase of Aligned Data Centers, the biggest data center acquisition ever.
These companies believe AI will run the future. They want to own the pipes that deliver AI to everyone.
02Who Is in the AI Infrastructure Partnership?
AIP includes five powerful names. NVIDIA makes the chips that run almost all AI systems, controlling 92% of the data center GPU market. xAI is Elon Musk's AI company, maker of Grok. BlackRock manages over $10 trillion in assets, making it the biggest investment firm on earth. Microsoft is a leading AI cloud provider. MGX is a UAE-based investment firm.
- NVIDIA is the technical advisor for how data centers are built.
- xAI brings speed, having built a supercomputer in just 122 days.
- BlackRock brings massive capital.
- Microsoft brings cloud expertise.
- MGX connects the Middle East to the deal.
Julian says these people don't make small bets. They all agreed that building AI infrastructure is the most important thing right now.
03What Does AI Infrastructure Actually Mean?
AI infrastructure is the physical stuff that makes AI work. Think of AI as water. The models like ChatGPT, Grok, Claude, and Gemini are the water.
But water needs pipes, pumps, and treatment plants. Data centers are the pipes for AI.
When you use an AI tool, your request goes to a data center full of chips. Those chips do the work and send back the answer. No data centers means no AI.
That's why these companies spent $40 billion on one data center company. They are buying the pipes everything flows through. Julian says whoever owns the pipes controls what happens next.
04How to Get Started with AI Infrastructure Insights
If you want to understand this AI boom, start by learning how it affects you. Here are steps Julian suggests:
- Watch the news about AI infrastructure, like this episode.
- Learn what data centers are and why they matter.
- Look at your own business and find tasks AI can do.
- Start using AI tools like ChatGPT or Grok for those tasks.
- Track how AI improves your speed and output.
- Join a community like the AI Profit Boardroom to get guidance.
Julian says you don't need to become a tech expert. Just start using AI step by step.
05What the $100B Deal Means for Your Business
Julian explains that this huge investment is not just for Wall Street. It affects your business, your career, and your future. When AI infrastructure grows, AI tools get smarter, faster, and cheaper.
For example, an e-commerce store can use AI to write product descriptions and answer customers. But today's models run on limited infrastructure. When data centers expand, those models will work much better.
For agency owners, AI might handle 80% of the work in 18 months. That means one person could run 10 clients. Julian says the infrastructure investment is the fuel, and AI tools are the cars that will get a lot faster.
06The Massive Numbers Behind This AI Investment
The scale is huge. The four biggest tech companies – Microsoft, Google, Amazon, and Meta – spent about $413 billion on AI infrastructure in 2025. That's more than double 2023.
They are expected to spend $600 to $700 billion in 2026.
- Amazon projects $200 billion in spending in 2026.
- Google is between $175 and $185 billion.
- Meta is between $115 and $135 billion.
- US data center construction spending hit $77.7 billion in 2025, up 190% year over year.
- Monthly spending jumped from $500 million in mid-2021 to $6.5 billion in December 2025.
Julian says this is the biggest infrastructure build in human history.
07How NVIDIA and xAI Shape the Future
NVIDIA is not just an investor. It is the technical advisor. NVIDIA will design how every data center is built.
NVIDIA's revenue hit a record $215.9 billion in fiscal 2026, up 65%. Data center revenue alone was $62.3 billion in one quarter.
CEO Jensen Huang said AI factories will convert data into intelligence for every industry.
xAI is building the Colossus supercomputer with 100,000 GPUs in a Memphis factory that used to make refrigerators. It took 122 days. Elon Musk builds fast.
Now with BlackRock and Microsoft backing, xAI can do even bigger things.
08The Energy Problem and How AIP Solves It
Data centers need massive electricity, and the US power grid is not ready. That's why AIP brought in GE Vernova and NextEra Energy as partners.
They are working on supply chain planning and high-efficiency energy solutions. They are taking an all-of-the-above approach: gas, nuclear, wind, everything.
Julian says this tells you two things. First, the infrastructure race is also an energy race. Second, this is a multi-year build out.
That means AI capacity will keep growing for years, and the window to learn AI stays open longer.
09Is This an AI Bubble? Here's the Difference
People ask if this is like the dot-com boom. Julian says it's different. In 1999, the internet infrastructure was built before people were using it.
Today, hundreds of millions of people use AI every day.
Businesses are already replacing tasks with AI. Demand is real and growing. S&P Global analyst Lurie Strutter said demand for AI applications continues to grow strongly into 2026.
Julian says some companies might overbuild, but that happened with railroads too. The winners will be those who use AI while others argue about bubbles.
10What You Should Do Now
Julian says your job is not to build the foundation. Your job is to build on top of it. Start using AI in your business now.
If you run an agency, your competitors will use AI to work faster and cheaper. The $100 billion investment means models will improve every month.
Julian suggests joining AI communities like the AI Profit Boardroom for tutorials and support. But even alone, you can start small. Try using AI for one task today.
The smart money is betting on AI infrastructure. It's time to learn how to use it.
