Trump establishes Silicon Valley 'Dream Team'! Jensen Huang, Mark Zuckerberg rumored to join. What 'wealth code' is hidden in this national strategy?

Trump is assembling a top-tier tech 'think tank' for the White House. On March 25, the White House officially announced the establishment of the 'President’s Council of Advisors on Science and Technology' (PCAST) on its website and revealed the initial list of core members.

According to the statement, PCAST will be co-chaired by David Sacks, the White House AI and cryptocurrency affairs director, and Michael Kratsios, director of the White House Office of Science and Technology Policy. Additionally, Trump has appointed 13 global top technology leaders to the committee, including Jensen Huang, Mark Zuckerberg, Lisa Su, Larry Ellison, and other tech giants.

This PCAST list is not just a 'honor roll'; it essentially represents America'sNational-level Technology Strategy Blueprint, and provides the clearest guidance for the capital markets.

By analyzing industry chain divisions and policy logic, these 15 core individuals precisely correspond to seven key tracks. Below, we'll delve into the underlying logic and investment themes:

1. AI foundational computing power and chips

Representative figures: Jensen Huang ( $NVIDIA (NVDA.US)$), Su Zifeng ($Advanced Micro Devices (AMD.US)$ ）

Industry Division:Provides the absolute core hardware (GPUs and accelerators) for training and inferencing AI models.

Underlying Logic:AI computing power has become a strategic resource in global power competition. Jensen Huang and Lisa Su have almost monopolized the global high-end AI chip market. Including them signifies that the White House will fully ensure U.S. dominance in semiconductor supply chains and advanced packaging technologies.

2. Data centers, servers, and sovereign cloud

Representative figures: Michael Dell ( $Dell Technologies (DELL.US)$ ), Larry Ellison & Safra Catz ( $Oracle (ORCL.US)$ ), Sergey Brin ( $Alphabet-A (GOOGL.US)$ ）

Industry Division:Integrate the underlying chips into server liquid cooling racks and provide them to enterprises and government agencies via cloud infrastructure.

Underlying Logic:Computing power alone is not enough; practical applications are also critical. Dell is currently the core assembly plant for AI servers, while Oracle is a big winner in this wave of AI, actively deploying 'sovereign clouds' and government data centers. Ellison has also been a long-time staunch supporter of Trump. Choosing them indicates that the government will strongly push for AI infrastructure upgrades across federal agencies, defense systems, and the corporate sector.

3. Advanced Energy and Nuclear Power

Representative figures: Jacob DeWitte ( $Oklo Inc (OKLO.US)$ - Nuclear Fission), Bob Mumgaard (Commonwealth Fusion Systems - Nuclear Fusion)

Industry Division:Solving the ultimate pain point of 'AI’s limit is electricity,' providing stable, carbon-free base-load power.

Underlying Logic:This is the most intriguing highlight on this entire list. AI data centers are electricity-guzzling monsters; traditional power grids simply can't handle the load. Oklo represents the small modular reactor (SMR) route that is currently the most sought-after in the market; CFS, on the other hand, is the super unicorn in the nuclear fusion field. This indicates that 'revitalizing U.S. nuclear energy' has evolved from a slogan to the highest level of national policy, and the long-term benefits of this supply chain are just beginning to unfold.

4. Cryptocurrency and Web3

Representative figures: Fred Ehrsam ( $Coinbase (COIN.US)$ /Paradigm)

Industry Division:Building next-generation decentralized financial infrastructure and blockchain ecosystems.

Underlying Logic:Ehrsam is not only a co-founder of Coinbase but also controls half of the Web3 venture capital landscape through Paradigm. His involvement clearly signals the Trump administration’s ambition to establish the U.S. as the 'global cryptocurrency capital.' Over the next four years, the sector is expected to experience extremely favorable regulatory easing.

5. Open-source AI and Social Networks

Representative figures: Mark Zuckerberg ( $Meta Platforms (META.US)$ ）

Industry Division:Providing consumer-grade applications used by billions globally and driving the open-source ecosystem for AI models (the Llama family).

Underlying Logic:Meta's contributions in the open-source AI field have become a crucial weapon for the U.S. against other closed systems. The White House needs Meta's open-source ecosystem to invigorate the American AI developer community, while both sides are expected to reach a certain 'new understanding' regarding speech rules on social media platforms.

6. Cutting-edge Technology and Cross-disciplinary Applications

Representative figures: John Martinis (Qolab - Quantum Computing), David Friedberg (The Production Board - AgriTech)

Industry Division:Strategically position for the next decade following AI.

Underlying Logic:Quantum computing is the ultimate tool for breaking current cryptography and advancing materials science; AgriTech directly addresses national food security. The inclusion of these cutting-edge experts ensures that the U.S. maintains an overwhelming lead in 'non-traditional Silicon Valley hotspots.'

7. Capital Drivers and Policy Hubs

Representative Figures: Marc Andreessen, David Sacks, Michael Kratsios

Industry Division: Providing the necessary funding and policy support to drive these hardcore technologies.

Underlying Logic: Andreessen and Sacks are not only top VCs but also core members of the 'tech **' circle backing Trump. Their entry into PCAST means direct alignment of capital interests with White House decision-making, ensuring policies precisely support the aforementioned high-tech sectors.

Summary: Understanding this list reveals the 'main trend' for the next four years.

This PCAST list sends an extremely strong signal: the technological governance style of Trump 2.0 will be highly inclined towards‘hardcore physical technology’andand ‘deregulation.’

From building foundational computing power and solving energy consumption bottlenecks with advanced nuclear energy, to the cryptocurrency ecosystem, every giant on this list represents a billion-dollar track backed by national strategic endorsement. This is no longer just technological innovation but a high-stakes arms race among major powers using real money.

For the capital markets, closely following these giants and their underlying hardware supply chains is the optimal strategy for precisely capturing the main upward trend of the 'Trump trade' tech sector over the next four years.

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