Zhi Tong Cai Jing·2025-07-15 14:49Group 1 - President Trump plans to deliver a significant speech on AI development, outlining strategies to maintain U.S. global leadership in the field [1] - The upcoming AI action plan is in its final stages and will be released by the end of the month, led by David Sacks and Michael Kratsios [1][2] - Trump emphasizes the need for sufficient energy supply to meet the growing electricity demand of AI data centers, which are projected to account for 8.6% of U.S. electricity demand by 2035 [3] Group 2 - The Trump administration aims to encourage private sector investment in AI and simplify energy production licensing processes [1] - A $100 billion investment plan for AI data centers has been announced, involving major players like SoftBank, OpenAI, and Oracle [3] - The administration has lifted export restrictions on AI chips, facilitating easier access for U.S. allies to advanced chips from NVIDIA and AMD [3]