For AI, the U.S. is "sparing no effort"
The U.S. government is advancing its artificial intelligence strategy with unprecedented determination. Trump quoted "at all costs" when releasing the 23-page AI action plan, marking the U.S. view of AI as key to reshaping the global balance of power. Deutsche Bank pointed out that the plan will put immense pressure on U.S. energy infrastructure, with electricity consumption in data centers expected to rise significantly. The Trump administration's strategy elevates AI development to a national security level, indicating that policy support will intensify
The U.S. government is advancing its artificial intelligence strategy with unprecedented determination.
On July 25, according to the news from the Wind Trading Platform, Deutsche Bank stated in its latest research report that the Trump administration, in releasing a 23-page AI action plan, used the phrase "at all costs," marking the U.S. view of artificial intelligence as a zero-sum game that reshapes the global balance of power.
The report pointed out that this plan will put tremendous pressure on U.S. energy infrastructure, with electricity consumption by data centers expected to soar from 4.4% of the total U.S. consumption in 2023 to 6.7%-12% by 2028.
Deutsche Bank analysts noted that this "all-in on AI" strategy could make the U.S. a high-beta investment target in the AI field, with its economic performance becoming significantly correlated with the development of the AI industry. This characteristic may become a key factor in determining whether American exceptionalism can survive the shocks of the trade war.
Trump Releases "At All Costs" AI Strategy
Deutsche Bank pointed out that Trump emulated German Chancellor Merz's approach this year by using the famous phrase "at all costs," promoted by former European Central Bank President Mario Draghi, applying it to the U.S.'s ambition to lead the world in artificial intelligence.
The report stated that, unlike Merz's use of this phrase for defense spending and rearmament, Trump cited it when releasing the 23-page White House AI action plan, which is supported by three new executive orders.
According to an earlier article from Jianwen, on Wednesday (July 23), local time, the Trump administration released the "AI Action Plan," aiming to accelerate the development of artificial intelligence in the U.S. by easing regulations and expanding energy supply for data centers, striving to make U.S. technology the foundation of global AI.
The report pointed out that in the AI action plan, the Trump administration defined AI as "both an industrial revolution, an information revolution, and a renaissance," clearly viewing it as a potential "zero-sum competition that could reshape the global balance of power."
Deutsche Bank believes that this strategic positioning indicates that the U.S. government has elevated AI development to the level of national security, signaling that related policy support will be unprecedentedly strengthened. The action plan establishes four core goals through three new executive orders:
Remove regulatory barriers that hinder innovation, expand U.S. infrastructure and energy capacity, ensure allies adopt cutting-edge U.S. technology, and tighten export controls to limit access for strategic competitors.
Surge in Energy Demand Brings Infrastructure Challenges
The report stated that research from the Lawrence Berkeley National Laboratory revealed the biggest bottleneck facing AI development: energy supply.
Data shows that electricity consumption by data centers will sharply rise from 4.4% of total U.S. electricity consumption in 2023, with projections suggesting it could reach a range of 6.7% to 12% by 2028, with a median forecast of 12%. This means that in just five years, electricity consumption by data centers will nearly double
Deutsche Bank believes that this surge in energy demand will place unprecedented pressure on U.S. power infrastructure and may become a key factor limiting the development of AI.
To address energy challenges, the action plan proposes a threefold energy strategy: preventing the premature closure of key power plants, upgrading existing transmission systems to enhance capacity, and utilizing emerging technologies such as enhanced geothermal energy, nuclear fission, and nuclear fusion to expand the grid.
Deutsche Bank states that the implementation of this energy strategy will directly impact investment opportunities in related industrial chains, including traditional energy, new energy technologies, and grid infrastructure.
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