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The Trump administration has unveiled a sweeping artificial intelligence blueprint designed to strengthen U.S. dominance in the AI race against China. Announced Wednesday, the plan seeks to relax environmental rules, streamline state-level regulations, and expand AI exports to allied nations.
President Donald Trump framed the initiative as central to America’s technological future, declaring, “America started the AI race, and we’re going to win it.” The blueprint outlines 90 recommendations, including federal standards for AI regulation and export strategies targeting software, hardware, and full-stack AI packages.
Key beneficiaries of the export expansion could include Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Alphabet’s Google (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), OpenAI, and Meta (NASDAQ: META). The policy shift marks a break from former President Joe Biden’s restrictive “high fence” approach, which limited global access to U.S. AI chips due to security concerns.
The plan also accelerates data center construction by easing environmental review under the National Environmental Policy Act and the Clean Water Act, leveraging federal land for AI infrastructure projects. This move aligns with surging U.S. power demand driven by AI and cloud computing growth.
Trump signed three executive orders supporting the initiative, including measures on chip exports and addressing political bias in AI. The administration’s stance reflects growing urgency to counter China’s AI advancements and secure America’s lead in next-generation technology.
The blueprint arrives as global competition intensifies, with U.S. allies, including the United Arab Emirates, gaining expanded access to advanced AI chips earlier this year, highlighting Washington’s shift toward broader AI collaboration.
