Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The U.S. "Genesis Mission" aims to establish a national-level technology initiative comparable to the "Manhattan Project," focusing on integrating scientific datasets, supercomputing resources, and AI models to enhance the U.S.'s global technology leadership [12][14] - The initiative emphasizes the application of AI in scientific discovery as a national security priority, indicating a shift from commercial AI applications to a more integrated national research approach [13][14] - The plan outlines six priority sectors: advanced manufacturing, biotechnology, critical materials, nuclear energy, quantum information science, and semiconductors, which will guide federal budget allocations and industrial policies [14][15] Summary by Sections Event Overview - The Genesis Mission was officially launched on November 24, 2025, by President Trump, with the goal of accelerating scientific breakthroughs in critical fields [12] - The initiative is led by the Department of Energy and aims to create a unified "American Science and Security Platform" [12][14] Strategic Shift - The focus has shifted from regulation to national research empowerment, establishing "AI for Science" as a strategic priority [13] - The government intends to leverage national resources to overcome scientific bottlenecks in key areas [13] Infrastructure Development - The plan includes building a national-level hardware and software infrastructure that integrates supercomputers, cloud-based AI environments, and extensive federal scientific data [14] - This infrastructure aims to create significant barriers to entry for competitors, positioning entities with high-quality data and computing capabilities at the core of future technology ecosystems [14] Priority Sectors - The six identified priority sectors are expected to drive demand for upstream computing infrastructure and benefit industry leaders that can integrate AI into their R&D processes [14][15] - Specific sectors include semiconductors, biotechnology, and clean technology, which are poised for growth due to the initiative [14] Public-Private Partnerships - The initiative emphasizes collaboration with private sector companies and universities, allowing technology firms to participate in national projects [15] - Clear execution milestones have been set, including resource audits and initial platform capabilities, which are expected to accelerate technology transfer from research to application [15]

特朗普正式签署"创世纪计划"，汇聚美国资源，推动AI研究。 周一，美国总统特朗普签署行政令启动"创世纪计划"（Genesis Mission），指示美国能源部长Chris Wright创建并运营"美国科学与安全平台"。 这是一个整合美国国家实验室现有资源的AI实验平台。该平台将汇集高性能计算资源、AI建模分析框 架、计算工具、特定领域基础模型以及数据集的安全访问权限。 美国白宫将这一计划类比为1960年代将美国人送上月球的阿波罗计划，称其为阿波罗计划以来最大规模 的美国科学资源调动。白宫科技政策办公室主任Michael Kratsios表示 创世纪计划将统一各机构的科研工作，把AI作为科学工具来彻底改变科研方式。 Wright则强调，该项目的最终目标是改善美国公民生活，尤其在能源领域，通过提高电网效率来应对电 价上涨这一民生问题。 本月初美国共和党在美国几个地区选举中表现不佳后，特朗普近几周愈发关注美国民生成本议题。 整合美国联邦科研资源应对创新瓶颈 特朗普政府将"创世纪计划"定位为应对美国科学优势面临挑战的解决方案。 美国白宫科技政策办公室主任Kratsios表示，自1990年代以来，美国的科学优势面临越来 ...

Core Points - The article discusses President Trump's signing of an executive order to launch a new federal initiative aimed at boosting AI research, development, and application in the U.S. This initiative is compared to the Manhattan Project and the space race in terms of its importance [1] - The initiative introduces the "Genesis Mission," which includes measures to expand computing resources, provide access to vast federal datasets, and promote efficient AI applications, particularly in scientific fields [1][2] - The executive order emphasizes the acceleration of scientific discovery, enhancement of national security, and improvement of labor productivity through AI advancements [1] Group 1: Key Initiatives - The executive order mandates the establishment of the "American Science and Security Platform" to consolidate the infrastructure needed for the AI initiative, focusing on providing researchers with the necessary computing power and datasets [2] - The "Genesis Mission" aims to create an integrated AI platform utilizing the largest federal scientific datasets for training foundational AI models and automating research processes [2] - The order facilitates public-private partnerships in AI research, requiring the Energy Secretary to identify systems and data that can support the initiative within 90 days [2] Group 2: Implementation Timeline - AI technologies are required to be applied to critical scientific challenges within 270 days, focusing on areas such as advanced manufacturing, robotics, biotechnology, and nuclear technologies [3] Group 3: Existing Framework - The announcement builds on the existing National Artificial Intelligence Research Resource (NAIRR) platform, which was established in 2020 to provide a shared national research infrastructure for AI [4] - NAIRR has united various federal agencies and private organizations to create a national research community, emphasizing the importance of government support for AI research [4][5] Group 4: Computing Power Enhancements - The executive order follows recent collaborations between the federal government and leading AI companies to develop next-generation AI supercomputers [6] - The Department of Energy has partnered with AMD to introduce new supercomputers at Oak Ridge National Laboratory, which is home to top federal AI researchers [6] - Plans to enhance the leadership computing facility at Oak Ridge with high-performance Nvidia chips have also been announced to meet the demands of complex quantum computing and AI research [6]