Core Viewpoint - The upcoming comprehensive "AI Action Plan" by the Trump administration aims to promote key technology exports and accelerate data center construction, reflecting a policy direction of "supporting AI growth" and "light regulation" to maintain the U.S. leadership in the global AI competition [1] Group 1: AI Export Focus - The forthcoming executive order will instruct U.S. government agencies to utilize organizations like the Export-Import Bank to promote the export of U.S.-made semiconductors and AI tools, ensuring that friendly nations can operate AI systems based on U.S. technology [2] - Senior White House AI policy advisors are reportedly pushing for accelerated exports of high-performance AI chips produced by NVIDIA to countries like the UAE [2] Group 2: Accelerating Data Center Approvals - The action plan is expected to expedite the construction permit approval process for data centers, which are essential for providing the computational power needed for the AI industry [3] - The plan will also focus on ensuring sufficient energy supply for these data centers, signaling new market opportunities for the energy and construction sectors, particularly in regions with land and energy advantages [3] - Recently, Trump announced a $90 billion investment plan in Pennsylvania, with 20 major U.S. tech and energy companies committing to invest in data centers, energy, and AI training projects, transforming the state into a hub for energy, AI, and innovation [3] Group 3: "Light Regulation" Framework - The 20-page action plan conveys a "non-intervention" and "pro-growth" policy signal, outlining specific goals that the government can achieve during Trump's second term [4] - The plan is likely to avoid contentious issues such as copyright of AI-generated content and demands for increased transparency from AI developers, aiming to provide maximum space for corporate innovation while reducing compliance burdens [4] Group 4: Additional Executive Orders - The White House is also preparing to issue an executive order addressing "Woke AI," which is expected to require AI companies receiving federal contracts to maintain political neutrality [5] Group 5: Official Statements - A spokesperson from the White House Office of Science and Technology Policy stated that the action plan will provide a strong, specific, and actionable federal policy roadmap, with an expectation for its imminent release [6]

美国特朗普政府正准备公布一项全面的"AI行动计划"，核心在于通过一系列行政措施，为美国AI产业的 增长扫清障碍，重点推动关键技术出口和加速数据中心建设。这项计划体现了其"支持AI增长"和"轻监 管"的政策导向，旨在确保美国在全球AI竞赛中保持领先。 加速数据中心审批 AI产业的蓬勃发展离不开强大的算力支持，而数据中心是算力的物理载体。特朗普政府的行动计划将 直接回应这一行业瓶颈，预计将出台措施，加快数据中心的建设许可审批流程。 除了简化审批，该计划还将关注为这些数据中心提供充足的能源保障，加速相关能源项目的开发。知情 人士称，特朗普政府官员本周早些时候在匹兹堡已对价值数百亿美元的此类项目投资表示赞赏。对于能 源和建筑行业来说，这一政策信号预示着新的市场机遇，尤其是在拥有土地和能源优势的地区。 前几日，7月15日特朗普已经在宾州宣布900多亿美元的投资计划。他在首届宾夕法尼亚州能源与创新峰 会上宣布，20家大的美国技术和能源公司宣布在该州对数据中心、能源和电力基础设施以及劳动力和人 工智能培训项目投资920亿美元。这个一揽子投资将把这个东北部的州转变为一个能源、AI和创新的重 要枢纽。 7月17日，据媒体援引知 ...