硬AI·2025-07-24 00:58Core Viewpoint - The Trump administration's "AI Action Plan" aims to accelerate the development of artificial intelligence in the U.S. by easing regulations and expanding energy supply for data centers, positioning U.S. technology as the global foundation for AI [1][2][3]. Group 1: Regulatory Changes - The plan suggests reforms to the licensing approval process and simplification of environmental standards to expedite AI-related infrastructure projects [2]. - It emphasizes the need to solicit feedback from businesses and the public to identify and retract regulatory policies that hinder AI application [3]. - The administration plans to limit funding to states that impose excessive regulations on emerging technologies [1][3]. Group 2: Energy Supply and Infrastructure - The plan highlights the importance of ensuring sufficient electricity to support high-energy AI data centers, linking energy supply to national security [12]. - By 2035, data centers are projected to account for 8.6% of total U.S. electricity demand, more than double the current 3.5% [13]. - Recommendations include stabilizing the existing power grid and prioritizing the development of reliable energy sources like nuclear and advanced geothermal power [12][13]. Group 3: Impact on Companies - Major beneficiaries of the new policies are expected to be companies like OpenAI, Microsoft, and Amazon, which are already significant players in the AI space [17]. - The plan aims to reduce regulatory scrutiny on AI models, particularly those perceived to have ideological biases, which has been a point of contention for companies like OpenAI and xAI [15][16]. - The administration's commitment to revitalize U.S. chip manufacturing through the Department of Commerce is also expected to benefit AI companies [16].