Nvidia(US:NVDA) 机器之心·2025-07-24 03:19Core Viewpoint - The article discusses the new "AI Action Plan" announced by President Trump, which aims to accelerate the development of artificial intelligence in the United States by reducing regulations and promoting innovation in the sector [3][4][12]. Group 1: AI Action Plan Overview - The AI Action Plan consists of over 90 policy actions that can be implemented as early as next year [4]. - The plan emphasizes the need to eliminate bureaucratic red tape and burdensome regulations to foster AI innovation [8][12]. - It includes measures to ensure that AI development aligns with American values and free speech [11]. Group 2: Key Administrative Orders - Trump signed three executive orders as part of the AI initiative, which include banning federal purchases of AI tools deemed to have ideological bias, expediting the approval process for large AI infrastructure projects, and promoting the export of American AI products [9][12]. - The plan aims to reshape the presentation of AI tools to address conservative criticisms regarding perceived liberal biases in existing AI models [13]. Group 3: Investment and Infrastructure - Trump announced a significant investment plan exceeding $90 billion to establish Pennsylvania as a new AI hub, highlighting public-private partnerships in advancing the AI sector [15]. - The "Stargate" AI infrastructure project, estimated to cost up to $500 billion, involves collaboration with leading figures in the tech industry [16]. Group 4: Impact on Companies - The relaxed policies under Trump's administration are expected to benefit companies like NVIDIA, which recently regained the ability to sell its H20 AI chips to China, preserving a crucial revenue stream [20][21]. - The article notes that NVIDIA has already reached a market capitalization of $4 trillion, indicating its significant position in the AI market [21]. Group 5: Competitive Landscape - Trump's acknowledgment of NVIDIA's dominance in the AI sector reflects the challenges of competing against established players like CEO Jensen Huang [19]. - The article suggests that the lenient approach of the Trump administration may encourage companies to pursue more aggressive AI strategies [22].