Trump will announce the "AI Action Plan" next week: promoting the export of American chips and AI tools, and accelerating the approval of data centers

The Trump administration in the United States is preparing to announce a comprehensive "AI Action Plan," which focuses on clearing obstacles for the growth of the U.S. AI industry through a series of administrative measures, emphasizing the promotion of key technology exports and accelerating data center construction. This plan reflects its policy orientation of "supporting AI growth" and "light regulation," aiming to ensure that the U.S. maintains its lead in the global AI race.

On July 17, media reports citing informed sources indicated that Trump is expected to unveil the plan next week and may simultaneously issue multiple executive orders. These actions are a key step for the U.S. government in shaping the AI policy agenda and will directly impact various industries, including technology, semiconductors, and energy.

Among the measures most closely watched by the market is an executive order aimed at promoting the export of U.S. chips and AI tools. Additionally, the plan will focus on significantly simplifying the approval process for data center construction and facilitating energy supply for these high-energy-consuming facilities to meet the explosive demand for computing power infrastructure in the AI industry.

According to a 20-page draft plan, the action plan will primarily outline the government's vision and goals for AI development, including promoting innovation and reducing regulatory burdens. An informed source revealed that the plan will deliberately avoid the most controversial topics in the industry, such as AI copyright ownership and model transparency.

Focusing on AI Exports

The upcoming executive order will clearly instruct U.S. government agencies to utilize organizations like the Export-Import Bank of the United States to promote the export of semiconductors and AI tools made in the U.S. Informed sources revealed that the strategic goal of this move is to ensure that countries friendly to the U.S. can operate AI systems based on American technology.

This policy direction has been in the works. Media reports indicate that White House AI policy senior advisors David Sacks and Sriram Krishnan have been pushing to accelerate the export of high-performance AI chips produced by NVIDIA to countries like the UAE. The new executive order will institutionalize this effort, providing stronger government support for U.S. tech companies to expand into overseas markets.

Accelerating Data Center Approvals

The booming development of the AI industry relies on strong computing power support, and data centers are the physical carriers of this computing power. The Trump administration's action plan will directly address this industry bottleneck, with measures expected to accelerate the approval process for data center construction permits.

In addition to simplifying approvals, the plan will also focus on ensuring sufficient energy supply for these data centers and accelerating the development of related energy projects. Informed sources stated that Trump administration officials earlier this week praised investments in such projects worth billions of dollars in Pittsburgh. For the energy and construction industries, this policy signal indicates new market opportunities, especially in regions with land and energy advantages.

A few days ago, on July 15, Trump announced an investment plan of over $90 billion in Pennsylvania. He announced at the first Pennsylvania Energy and Innovation Summit that 20 major U.S. technology and energy companies announced investments of $92 billion in the state for data centers, energy and power infrastructure, as well as workforce and AI training programs. This package of investments will transform this northeastern state into an important hub for energy, AI, and innovation

"Light Regulation" Framework to Avoid Industry Controversies

Media reports indicate that this 20-page action plan largely conveys a policy signal of "non-intervention" and "pro-growth." The plan will include requests for information from the private sector and some guiding documents, but its core is to outline specific goals that the government can achieve during Trump's second term.

Notably, the plan seems intended to avoid landmines. A source familiar with the matter stated that the plan is unlikely to delve into tricky issues such as copyright concerns related to AI-generated content or require developers to enhance the transparency of AI models. This "light-touch" regulatory framework aims to provide maximum space for corporate innovation while reducing compliance burdens, but it may also allow these unresolved industry controversies to continue to fester.

Additionally, the White House is preparing to issue an executive order targeting "Woke AI," which is expected to require AI companies receiving federal contracts to maintain political neutrality.

Victoria LaCivita, spokesperson for the White House Office of Science and Technology Policy, stated, "The action plan will provide a strong, specific, and actionable federal policy roadmap," adding, "We look forward to releasing it soon."