Implications of Trump’s AI Action Plan for Investment Opportunities

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A recent speech by the White House unveiled a comprehensive 90-point AI Action Plan, marking the U.S. government’s most ambitious federal push for artificial intelligence in history. This plan aims to position America as the leader in AI technology amid increasing competition from China, which currently has six times more AI-related patents filed between 2014 and 2023, according to a UN report.

Key highlights from the plan include accelerating innovation, building necessary infrastructure, and establishing tighter controls on advanced technology exports to counter China’s influence. Specifically, it outlines a focus on upgrading the country’s energy grid and emphasizes the need for public-private partnerships to enhance AI development.

The initiative reflects a strategic shift by U.S. officials to view AI not only as a technological advancement but as a crucial component of national security and economic growth, signaling the beginning of what some have termed the “AI Race.”

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