
Core Insights - The U.S. government is set to unveil an "AI Action Plan" aimed at enhancing its global leadership in artificial intelligence, focusing on infrastructure, innovation, and global influence [1][2] - The plan emphasizes a carrot approach rather than regulatory measures, aiming to incentivize AI development through federal directives and funding [2] - The "Star Gate" project, intended to solidify the U.S. position in AI, is reportedly struggling to launch, with only a small data center planned by year-end [3][5] Infrastructure - The AI Action Plan will reform permitting rules to simplify the construction of new data centers and focus on modernizing the power grid [2] - The plan aims to address the increasing power demands driven by AI technologies, which have led to capacity exhaustion in the most data-dense regions of the U.S. [6] Innovation - The plan seeks to remove bureaucratic hurdles to maintain U.S. leadership in innovation and prevent state-level regulations from hindering AI development [2] - OpenAI has announced a partnership with Oracle to develop a 4.5 GW data center as part of the "Star Gate" initiative, although specific timelines and locations remain undisclosed [5] Global Influence - The plan will promote the importance of U.S. AI on a global scale to prevent reliance on Chinese AI models or chips [2] - Concerns have been raised about the U.S. losing its competitive edge in AI, particularly as China advances in AI applications and manufacturing [6]