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Trump announces the "US AI Action Plan"! The four major investment themes that cannot be missed.

The development of the US AI field may soon accelerate even faster.
Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan).
The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation.
Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year.
The development of the US AI field may soon accelerate even faster. Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan). The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation. Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year. What are the three core aspects and measures of the action plan? Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects. Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key to maintaining the United States' leading position in the global AI competition. The U.S. Department of Energy has invoked emergency powers to allow two power plants initially scheduled for shutdown to continue operating and hinted that there may be more federal...
What are the three core aspects and measures of the action plan?
Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects.
Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key for the US to maintain its lead in the global AI competition. The US Department of Energy has activated emergency powers to keep two plants that were scheduled for shutdown in operation, and hinted that more federal intervention measures may be forthcoming.
Finally, the AI Action Plan clearly proposes to make US hardware and software the 'standard' platform for global AI innovation.
The plan also suggests a strategy to curb excessive regulation of AI by states: it recommends that federal agencies consider the AI regulatory environment of each state when allocating AI-related funding. If a state's regulatory system may undermine the effectiveness of funding or project outcomes, funding should be restricted.
Question Futubull AI:How to interpret the US AI Action Plan.
Which industries are expected to benefit?
According to MarketWatch, Analyst Raymond James stated, 'Tailwinds' are about to arrive.This will drive the development of large US technology companies, cybersecurity providers, semiconductor and energy infrastructure companies, as well as educational and workforce companies focused on artificial intelligence.
Previous articles"Trump's AI Action Plan is about to be revealed! Who is likely to become the biggest winner?"It has been indicated that data centers, power infrastructure, as well as AI chip and software service providers, may become beneficiaries of this wave of AI.
Data center Industry Chain
The development of the US AI field may soon accelerate even faster. Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan). The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation. Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year. What are the three core aspects and measures of the action plan? Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects. Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key to maintaining the United States' leading position in the global AI competition. The U.S. Department of Energy has invoked emergency powers to allow two power plants initially scheduled for shutdown to continue operating and hinted that there may be more federal...
In terms of chips,investors can focus on $NVIDIA (NVDA.US)$  、 $Broadcom (AVGO.US)$  、 $Marvell Technology (MRVL.US)$ 、$Intel (INTC.US)$ 、 $Micron Technology (MU.US)$ 、 $Advanced Micro Devices (AMD.US)$ such chip giants.
In terms of IT infrastructure, Focus on servers.$Dell Technologies (DELL.US)$  、 $Super Micro Computer (SMCI.US)$  、 $Hewlett Packard Enterprise (HPE.US)$ ; networks $Cisco (CSCO.US)$ 、 $Arista Networks (ANET.US)$ and storage $Everpure (PSTG.US)$ 、 $NetApp (NTAP.US)$ And so on.
In terms of data centers,Pay attention $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Amazon (AMZN.US)$  、 $Meta Platforms (META.US)$  、$Oracle (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。
Data center developers and operatorsShould pay attention to $Digital Realty Trust Inc (DLR.US)$ 、 $Equinix Inc (EQIX.US)$  、 $DigitalBridge Group (DBRG.US)$  。
Hyperscale enterprisesIncluding $Microsoft (MSFT.US)$ 、$Amazon (AMZN.US)$   、 $Alphabet-A (GOOGL.US)$ 、 $Oracle (ORCL.US)$ etc.;
AI Cloud ServicesFollow NVIDIA's three computing treasures. $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $Applied Digital (APLD.US)$ ；
In addition,Like electrical equipment $Eaton (ETN.US)$ 、 $GE Vernova (GEV.US)$ AndLiquid cooling service providers $Vertiv Holdings (VRT.US)$ 。
Power infrastructure
The Trump administration believes that adequate electricity supply is closely related to national security and is key to maintaining the United States' lead in the global AI competition.
The plan suggests focusing on stabilizing the existing grid and implementing measures to enhance the efficiency of the transmission system. The document also recommends prioritizing the development of reliable and controllable power sources,such as nuclear energy and advanced geothermal power.To meet the surge in electricity demand in the future.
The development of the US AI field may soon accelerate even faster. Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan). The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation. Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year. What are the three core aspects and measures of the action plan? Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects. Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key to maintaining the United States' leading position in the global AI competition. The U.S. Department of Energy has invoked emergency powers to allow two power plants initially scheduled for shutdown to continue operating and hinted that there may be more federal...
According to a Research Report from Guosheng Securities, the SMR nuclear power Industry Chain covers all aspects from upstream fuel uranium ore, mid-stream research and construction, to downstream operation and waste management.
Upstream: Raw materials and processing
The upstream Industry Chain mainly involves the supply of basic raw materials, key equipment, and nuclear fuel necessary for nuclear energy development, primarily including uranium mining and uranium enrichment.
Specifically, uranium mining includes $Cameco (CCJ.US)$ 、$Uranium Energy (UEC.US)$ 、$Energy Fuels (UUUU.US)$ 、$Denison Mines (DNN.US)$ 、$NexGen Energy (NXE.US)$ Nuclear fuel processing$Centrus Energy (LEU.US)$ 。
Midstream: Design, Research & Development and Construction.
Midstream includes design, research & development, and construction. Among them,
$NuScale Power (SMR.US)$ It is the first listed SMR nuclear power manufacturer, with the company's core product being the SMR power module.
$Oklo Inc (OKLO.US)$ focuses on the development of small modular reactors (SMR), and has received investment from Sam Altman, the 'father of ChatGPT';
$NANO Nuclear Energy (NNE.US)$ with a focus on developing small modular reactors, its main business covers four SMR-related areas, including manufacturing, fuel, transportation, and other links, aiming to create a diversified vertically integrated Industry Chain;
$BWX Technologies (BWXT.US)$ emphasizes the manufacturing of nuclear reactor components and nuclear technology, with the main difference from SMR/OKLO being that BWXT is a large equipment supplier and technology service provider, primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technology for government and commercial sectors, including clients like the U.S. government (such as providing nuclear reactors for naval submarines).
Downstream: Operation, Sales, and Waste Disposal.
Downstream is mainly for the operation of nuclear power plants and energy supply.Participants include $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $American Electric Power (AEP.US)$ 、 $Southern (SO.US)$ 、 $Exelon (EXC.US)$  、 $Duke Energy (DUK.US)$ 、 $Entergy (ETR.US)$ 、 $Public Service Enterprise Group (PEG.US)$ And so on.
In addition, electrical and electrical equipment includes $GE Vernova (GEV.US)$  、 $Eaton (ETN.US)$ 、 $Honeywell (HON.US)$ 、 $Emerson Electric (EMR.US)$  、 $Graham (GHM.US)$ And so on.
Goldman Sachs' latest Research Reports on the Nuclear Industry point out that the global uranium market is heading towards a structural shortage era. This trend will begin to accelerate in 2025, and by 2040, the global uranium gap will reach 0.13 billion pounds.At the same time, the demand for nuclear power is surging in the AI era, leading to a full-scale explosion of global nuclear power installations.
Analysis points out that the imbalance of uranium supply and demand, the surge in nuclear power demand, and other electrification trends will together drive the investment value of the nuclear energy Industry Chain. Zerohedge states,The nuclear power theme is expected to continue outperforming the market in the 2030s, and it is likely to extend into the 2040s.
AI software
By 2025, investors will shift from AI infrastructure to broader promotion and monetization of AI 'third phase' applications.
The development of the US AI field may soon accelerate even faster. Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan). The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation. Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year. What are the three core aspects and measures of the action plan? Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects. Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key to maintaining the United States' leading position in the global AI competition. The U.S. Department of Energy has invoked emergency powers to allow two power plants initially scheduled for shutdown to continue operating and hinted that there may be more federal...
The US stock market covers many "AI + " software stocks, including:
AI + Advertising: $Applovin (APP.US)$ 、 $Meta Platforms (META.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Twilio (TWLO.US)$ 、 $Klaviyo (KVYO.US)$ ；
AI + Corporate Services: $Zoom Communications (ZM.US)$ 、 $Palantir (PLTR.US)$ 、 $UiPath (PATH.US)$ 、 $Workday (WDAY.US)$、 $Salesforce (CRM.US)$ 、 $monday.com (MNDY.US)$ 、 $SAP SE (SAP.US)$ 、 $C3.ai (AI.US)$ 、 $ServiceNow (NOW.US)$ 、 $HubSpot (HUBS.US)$ 、 $Gitlab (GTLB.US)$ ；
AI + Big Data: $Snowflake (SNOW.US)$$ 、 $MongoDB (MDB.US)$ 、 $Confluent (CFLT.US)$ 、 $Oracle (ORCL.US)$ ；
AI+ National Security: $Palo Alto Networks (PANW.US)$ 、 $CrowdStrike (CRWD.US)$ 、 $Fortinet (FTNT.US)$ 、 $Datadog (DDOG.US)$ 、 $Cloudflare (NET.US)$ ；
AI + Search: $Elastic (ESTC.US)$ ；AI + Office: $Freshworks (FRSH.US)$ ；AI + Education: $Duolingo (DUOL.US)$
AI + E-commerce: $Shopify (SHOP.US)$ 、 $Amazon (AMZN.US)$ ；AI + Finance: $Intuit (INTU.US)$ 、 $Intapp (INTA.US)$ ；
AI + Multimedia: $Adobe (ADBE.US)$ ；AI + Data Engineering: $Innodata (INOD.US)$ ；AI + Voice: $SoundHound AI (SOUN.US)$ ；
AI + Medical: $Tempus AI (TEM.US)$ 、 $Doximity (DOCS.US)$ ；AI + Social: $Reddit (RDDT.US)$ ；AI + Website: $GoDaddy (GDDY.US)$ 。
Cybersecurity
As the focus of AI development shifts from chips and infrastructure to the software layer,Cybersecurity is also becoming a critical battlefield.According to relevant analysis, the global cybersecurity industry is expected to reach a compound annual growth rate of 14% in the coming years, valued at 563 billion dollars by 2032.
The development of the US AI field may soon accelerate even faster. Overnight, President Trump released the "Artificial Intelligence Action Plan" (AI Action Plan). The plan proposes a package of policy recommendations and industry initiatives aimed at consolidating the US's position as a global leader in the AI field.This plan revolves around three main pillars: accelerating innovation, building AI infrastructure in the US, and establishing US hardware and software as the "standard" platform for global AI innovation. Michael Krastios, the director of the White House Office of Technology, stated during a conference call,All policies outlined in the action plan can be implemented within the next 6 months to 1 year. What are the three core aspects and measures of the action plan? Specifically, one of the core aspects of the 'Artificial Intelligence Action Plan' isto accelerate innovation in the field of artificial intelligence.To this end, the Trump administration proposed a series of deregulation measures. The plan suggests reforming the permitting process and streamlining environmental standards to accelerate the progress of AI-related infrastructure projects. Trump and other American government officials also emphasized the importance of addressing another core issue in the Technology industry:ensuring that the United States has enough power to support high-energy-consuming AI data centers.They believe that a sufficient power supply is closely related to National Security and is key to maintaining the United States' leading position in the global AI competition. The U.S. Department of Energy has invoked emergency powers to allow two power plants initially scheduled for shutdown to continue operating and hinted that there may be more federal...
Specifically, Threat detection.Include. $CrowdStrike (CRWD.US)$、 $SentinelOne (S.US)$、 $Palo Alto Networks (PANW.US)$、 $Akamai (AKAM.US)$。
Cloud Securityincludes $Cloudflare (NET.US)$ 、 $Zscaler (ZS.US)$ 、 $Okta (OKTA.US)$ 、 $Rubrik (RBRK.US)$ 、 $Datadog (DDOG.US)$ Among them, Rubrik is invested by Microsoft.
Network security provider.Includes $Cisco (CSCO.US)$ 、 $F5 Inc (FFIV.US)$ 、 $Fortinet (FTNT.US)$ 、 $Gen Digital (GEN.US)$ 、 $A10 Networks (ATEN.US)$ 、 $Check Point Software (CHKP.US)$ 。
Identification and Access Management CompanyHave $CyberArk(Delisted) (CYBR.US)$ ；Data Security and Analytics CompanyHave $Varonis Systems (VRNS.US)$ AndBiometric Authentication Company $Clear Secure (YOU.US)$ 。
Vulnerability Management CompanyIncludes $Tenable Holdings (TENB.US)$ 、 $Rapid7 (RPD.US)$ ；IT Services and ConsultingIncludes $Infosys (INFY.US)$ 、 $Booz Allen Hamilton Holding Corp (BAH.US)$ 、 $Leidos (LDOS.US)$ 、 $Parsons (PSN.US)$ 。
In summary, the core logic benefiting the US stock market revolves around"Computing Infrastructure - Energy Support - Scenario Application - Cybersecurity"These four main lines unfold, forming the main investment context that runs through the Industry Chain upstream and downstream.
Question Futubull AI:In the US AI action plan, which Industry benefits the most?
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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