AI Action Plan

Trump's Plan for Artificial Intelligence

And it’s no exaggeration to say that even if it’s implemented only 50%, it could radically reshape not just the U.S. economy, but the global investment landscape as well.

And that means something very specific for me: investment opportunities. Lots of them. And not just short-term ones—but long-term plays that could span a decade.

WHAT IS THE AI ACTION PLAN?

Trump and his administration have unveiled the AI Action Plan, a 30-page document based on three core pillars:

• Innovation

• Infrastructure

• International Diplomacy & Security

The goal? U.S. dominance in Artificial Intelligence. Or, as the document itself boldly states:
“Unquestioned and unchallenged global technological dominance.”

It adds: “To secure our future, we must fully unleash the power of American innovation.”

This is a clear strategic declaration: AI is no longer just a tool. It’s a geopolitical advantage.

PILLAR 1: INNOVATION

The first pillar is about accelerating innovation—not in vague terms, but in concrete ways.

The plan calls for:

• Eliminating regulations that delay new technology development

• Embracing open AI models (open-source and open-weight)

• Supporting AI startups and companies through government partnerships and contracts

• Promoting freedom of speech in AI models to avoid ideological bias

It also proposes expanding AI applications across science, healthcare, industry, and public administration.

Another key component: funding research into “explainable” and “safe” AI, and building a full ecosystem for evaluating these models.

In essence, this is a call to fully unleash innovation, directing resources at every stage—from research to commercialization.

PILLAR 2: INFRASTRUCTURE

Of course, all that innovation needs the right infrastructure to thrive.

The Trump plan proposes:

• Fast-track permitting for data centers and semiconductor fabs

• Investment in the energy grid, including generation and transmission infrastructure

• A revival of America’s semiconductor industry to achieve tech and energy independence

There’s also a strong focus on:

• Training skilled workers: electricians, engineers, HVAC technicians, etc.

• Boosting cybersecurity for critical systems to defend against digital threats

All of this aims at rapid infrastructure development, cutting through environmental and bureaucratic roadblocks.

PILLAR 3: DIPLOMACY & SECURITY

This third pillar shows just how strategic the U.S. approach to AI has become.

• The U.S. plans to export full “AI packages” to its allies—hardware, software, models, and everything needed for implementation

• It will also tighten export controls, especially to prevent the transfer of sensitive tech to China

• On a diplomatic level, the U.S. aims to lead international AI rulemaking bodies, ensuring global standards reflect American interests

The plan also includes:

• Investment in biosecurity

• Ongoing assessment of national risks posed by frontier models

• Legislative action to close legal loopholes that allow critical tech—like chips and advanced algorithms—to be exported

In short, this is about building an “AI NATO”—a global alliance network centered on artificial intelligence.

Who stands to benefit from all this?
American artificial intelligence companies, of course.

And when I say AI companies, I don’t just mean startups—I’m talking about the giants:
Google , Microsoft , Nvidia , Amazon , Palantir , Meta , and even traditional players like IBM .

• Less bureaucracy

• More government partnerships

• New regulatory frameworks that favor development

• Increased funding for R&D

• New export opportunities

All of this leads to:
(a) higher revenues
(b) business expansion
(c) development of new technologies
(d) and a rise in their stock prices.

Posted Using INLEO