2026 under the Manhattan Project of AI The "AI Manhattan Project" refers to the "Genesis Mission" officially launched by the US government on November 24, 2025 (after Thanksgiving). It is an executive order signed by President Trump and is explicitly compared to the "Manhattan Project", aimed at promoting breakthroughs in artificial intelligence (AI) in scientific discovery, national security, and the economy through large-scale federal resource integration. The core of this plan is to build a unified AI platform that connects the supercomputers of the US Department of Energy (DOE), national laboratories, federal datasets (worth approximately $200 billion in scientific data), and AI agent systems, with the goal of doubling US science and engineering productivity within ten years. Key components: Infrastructure: Integrate DOE's 17 national laboratories, supercomputers (such as Oak Ridge's Frontier), and quantum systems to form a "closed-loop AI platform". It is expected to start building data centers from 2026, adding 1.3 gigawatts (GW) of AI computing capacity. Data and Tools: Utilize the "world's largest scientific dataset" accumulated by the federation to train basic models and AI agents for automating research workflows and testing hypotheses (such as shortening drug discovery from years to weeks). Priority areas: energy leadership (nuclear fusion, modernization of power grid), scientific discovery (materials science, space exploration), national security (reliability of nuclear inventory, localization of material supply chain). Implementation mechanism: Led by Dario Gil, Vice Minister of Science at DOE, preliminary results will be presented within 270 days. Involving private enterprises (such as AWS's $50 billion investment commitment) and university collaborations. Fiscal stimulus elements: Although the executive order does not specify an exact budget, it is considered part of the fiscal stimulus. It is expected that federal AI R&D investment in fiscal year 2026 will increase by over 6% from approximately $5 billion in 2025, in conjunction with the "One Big Beautiful Bill Act" (OBBBA), a comprehensive bill that includes infrastructure and tax cuts. Private sector supplement: Amazon promises to invest $50 billion in government AI infrastructure starting from 2026; Anthropic invests $50 billion in AI data centers in the United States, creating 800 permanent jobs and 2400 construction jobs. Overall, AI infrastructure investment is expected to reach $500 billion by 2026 (according to America's forecast), equivalent to 2-3 times the peak of the Manhattan Project. The launch of Genesis Mission is seen as a "moon landing" level catalyst in the AI field, which will drive the rise of AI related stocks in 2026 through government endorsement, funding injection, and demand pull. But the impact is not evenly distributed: the beneficiaries are mainly infrastructure and computing chain companies, while the software/application layer may face valuation pressure. The following analysis is based on short-term (2025 Q4-2026 Q1) and long-term (2026 full year), combined with market data and forecasts. 1. Positive impact: demand explosion and fiscal multiplier effect Government procurement and public-private partnerships: plans to open up federal datasets to qualified enterprises, expected to generate trillions of dollars in AI application value. AWS and other cloud giants will directly benefit from government contracts, driving revenue growth. By 2026, AI related federal spending is expected to account for 0.4% of GDP (approximately $100 billion), similar in scale to the Manhattan Project, stimulating supply chain investment. Private investment amplification: Hyperscalers (ultra large scale cloud provider) CapEx is expected to exceed $400 billion by 2026 (Morgan Stanley forecast), with 50% coming from cash flow and 30% from private debt. The Genesis Mission will accelerate this trend, similar to the COVID stimulus boosting technology stocks. Economic growth transmission: AI investment is expected to contribute 0.5-1% of US GDP growth in 2026 (Vanguard predicts a total growth of 2.25%), through employment (data center construction) and productivity improvement (AI efficiency). This will support consumption and corporate profits, driving the technology weighted (about 30%) stocks in the S&P 500 index. Historical analogy: Similar to the 2020 pandemic stimulus, technology stocks (such as FAANG) rose over 50% in 2021. Genesis will amplify this effect, especially after the energy and semiconductor bottlenecks are alleviated.