The Trump administration’s 2025 AI Action Plan, released in July, shows the prioritization of earthquake changes in US technology policies, deregulation, expansion of infrastructure, and global competitiveness. Titled “AI Race Wins: America’s AI Action Plan,” the strategic document outlines 90 federal policy actions across three key pillars of accelerating innovation, building American AI infrastructure, and international diplomacy and security (1). For investors, this represents a clear signal where capital flows and where tech stocks are likely to flourish.
Deregulation and ideological neutrality: a new framework for AI development
The administration’s executive order, “Removing barriers to American leaders of AI,” eliminates regulatory hurdles that previously constrained AI development, particularly in data center permits and semiconductor manufacturing (2). At the same time, federal agencies require that AI systems be “truth seeking”, “ideologically neutral” and adopt models that effectively bystanders of diversity, equity, inclusion (DEI) or climate change (3). This creates a favorable environment for businesses specializing in explainable AI and bias-free algorithms.
For example, OpenAI is consistent with these principles by revising the model training protocol to exclude DEI-related datasets. This is a move praised by the Commerce Department (4). Similarly, the recent $500 billion investment in US chip manufacturing backed by Trump’s tax incentives has placed it as a key beneficiary of the administration’s push for deregulation (5).
Infrastructure as a strategic priority: Capital allocation opportunities
The AI ​​Action Plan emphasizes infrastructure as the basis for US competitiveness. Management streamlines data centers and energy projects permits, and recognizes that AI growth is closely related to power availability. Nvidia CEO Jensen Huang calls energy development “critical for AI growth,” and the expansion of Blackwell GPU Manufacturing in Texas is a direct response to these policy tailwinds (6).
Oracle and Softbank’s $500 billion Stargate Project highlights this trend further. By creating a national network of data centers and AI-enabled infrastructure, the partnership aims to ensure a dominant share of federal AI procurement contracts (7). For investors, this indicates a shift towards high-tech stocks with high infrastructure, especially those with vertical integration with energy and hardware.
Global AI Diplomacy and Export Opportunities
The focus on international AI leadership is on restructuring export strategies. The US is currently promoting “secured full-stack AI export packages” to its allies, ensuring that American technology becomes the global standard (8). This already benefits Nvidia, regaining 50% of China’s AI chip market after Trump eased export controls for the H20 and Blackwell GPU (9).
Openai and Oracle also take advantage of these policies. Openai’s open source model tailored to US values ​​is integrated into federal systems, but Oracle’s collaboration with NVIDIA in AI Enterprise Solutions has expanded to global markets (10). For investors, this highlights opportunities for businesses with strong international distribution networks and partnerships with US allies.
Risks and Considerations
Policy shifts offer great benefits, but risk remains. Emphasizing ideological neutrality could marginalize businesses with progressive agendas, such as New York’s Automatic Decision Disclosure Act, and state-level regulations. However, the administration’s threat to withhold federal funds from states with “restrictive” AI laws suggests a strong federalist approach (12).
Conclusion: Positioning in the AI-First era
Trump’s AI Action Plan is a masterclass in strategic alignment between policy and private sector innovation. For investors, the playbook is clear. Prioritizes infrastructure scale (NVIDIA, Oracle) companies, ideological neutrality (OpenAI) adaptations, and companies with global export capabilities (SoftBank). As the US competes to control AI, capital flows to businesses tailored to the administration’s vision of deregulation, infrastructure and global leadership.
sauce:
(1) The White House announces the American AI Action Plan (https://www.whitehouse.gov/articles/2025/07/white-house-unveils-americas-ai-plan/)
(2) Key insights in the Trump AI action plan (https://www.lw.com/en/insights/president-trump-ai-action – Planky – Insights)
(3) How Trump’s AI Action Plan and Executive Orders will affect US technology and federal procurement (https://www.orrick.com/en/insights/2025/08/how-trumps-ai-Action Plan – Enforcement – will-impact-us-technology-and-federalememention
(4) GPT-5 and Openai strategies, Trump’s AI action plan (https://cset.georgetown.edu/newsletter/august-14-2025/)
(5) Nvidia’s strategic position in AI amid Trump’s policies (https://www.ainvest.com/news/nvidia-strategic-position-ai-trump-policy-tailwinds-2507/)
(6) NVIDIA CEO: Trump’s AI Plan accelerates innovation… (https://www.foxbusiness.com/politics/nvidia-ceo-says-ai-plan-fundamental-change-us-positions come)
(7) Stargate: Trump announces $500 billion in AI infrastructure (https://www.cnn.com/2025/01/21/tech/openai-oracle-softbank-trump-ai-investment)
(8) Trump administration’s 2025 AI Action Plan (https://www.sidley.com/en/insights/newsupdates/2025/07/the-trump-administrations-2025-ai-action-plan)
(9) Nvidia stock investors got good news from the president… (https://www.aol.com/nvidia-stock-investors-just-got-075500935.html)
(10) Oracle and Nvidia support businesses and developers… (https://www.oracle.com/news/announcement/oracle-and-nvidia-help-enterprises-and-develolers-Accellete-invation-2025-06-12/)
(11) Summary of Artificial Intelligence 2025 Legislation (https://www.ncsl.org/technology-and-communication/artificial-intelligence-2025-legislation)
(12) AI Policy Alert: Things you need to know before the White House… (https://www.healthlawadvisor.com/ai-policy-alert-What-to-be-thewhite-house-releases-its-is-ai-act-action-plan)
