Trump's AI Roadmap: Growth, China Focus, and Deregulation Take Center Stage

WTS Capital
July 26, 2025

Trump Unveils Ambitious AI Roadmap, Prioritizing Growth Over Guardrails

Former President Trump has released his administration's AI Action Plan, a significant departure from previous approaches. The plan emphasizes accelerating AI development, bolstering national security, and competing with China, while downplaying concerns about potential harms. This strategy aims to foster a "new golden age of human flourishing" through aggressive investment in AI infrastructure and deregulation.

Key Takeaways

  • Growth Over Guardrails: The plan prioritizes rapid AI development and infrastructure build-out, including data centers, even at the potential expense of environmental regulations and thorough risk mitigation.
  • Competition with China: A central theme is countering China's advancements in AI, with measures aimed at blocking Chinese chip exports and preventing adversarial technology from entering the U.S. supply chain.
  • Deregulation Focus: The administration seeks to cut "red tape" for tech companies, including streamlining permitting processes for AI infrastructure and potentially limiting states' ability to regulate AI.
  • Anti-"Woke" AI Stance: An executive order aims to ban "woke" or ideologically biased AI from government contracts, focusing on "truth, fairness, and strict impartiality" in AI models.
  • Infrastructure Investment: The plan calls for significant investment in AI infrastructure, including data centers and modernizing the electrical grid to support the growing energy demands of AI.

Deregulation and National Security

The AI Action Plan champions deregulation to accelerate the build-out of AI-related infrastructure like data centers and semiconductor fabs. It suggests that existing environmental regulations may hinder the nation's progress in the AI race. The administration proposes streamlining permitting processes and expanding fast-track programs, even on federal lands. National security is a paramount concern, with the plan detailing efforts to integrate AI into defense and intelligence systems and guard against foreign threats.

Combating "Woke" AI and Promoting Open Models

A significant component of the plan is the push against what is termed "woke AI." An accompanying executive order seeks to ensure that AI models used by the federal government are "neutral, nonpartisan tools" free from ideological bias, particularly concerning topics like diversity, equity, and inclusion (DEI). The plan also aims to encourage the development and adoption of open AI models, viewing them as a way to counter Chinese AI labs and promote American values.

Chip Exports and Global Influence

The strategy includes measures to strengthen AI chip export controls to prevent adversaries from benefiting from U.S. innovation. However, the plan lacks specific details on how these controls will be implemented or enforced, and how global alliances will be leveraged. This approach suggests a continued focus on restricting the flow of advanced AI technology to countries like China, while simultaneously promoting American AI dominance on the global stage.

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