--- title: "Overview of U.S. AI Action Plan Beneficiary Companies" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/32169004.md" description: "Policies are the guiding principles of investment, representing the government's optimism and increased investment in certain sectors. Following the Trump administration's passage of the 'Genius Act' for stablecoins on July 18, the 'U.S. AI Action Plan' was approved on July 23. This plan accelerates AI innovation, builds AI infrastructure, and leads international diplomacy and security through three key pillars, providing comprehensive policy support for the rapid development of the U.S. AI industry. Based on the document's content and key segments of the AI industry chain, the following summarizes U.S.-listed companies that may benefit, covering AI technology development, semiconductor manufacturing, data centers, energy, cybersecurity, and defense..." datetime: "2025-07-24T03:29:34.000Z" locales: - [en](https://longbridge.com/en/topics/32169004.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32169004.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32169004.md) author: "[奥斯汀成长股实验室](https://longbridge.com/en/profiles/14072672.md)" --- # Overview of U.S. AI Action Plan Beneficiary Companies Policies are the guiding principles of investment, representing the government's optimism and increased investment in certain sectors. Following the Trump administration's passage of the "Genius Act" for stablecoins on July 18, the "U.S. AI Action Plan" was approved on July 23. This plan accelerates AI innovation, builds AI infrastructure, and leads international diplomacy and security through three pillars, providing comprehensive policy support for the rapid development of the U.S. AI industry. Based on the document's content and key segments of the AI industry chain, the following summarizes U.S.-listed companies that may benefit, covering AI technology development, semiconductor manufacturing, data centers, energy, cybersecurity, and defense. 1\. Accelerating AI Application Innovation (Pillar I): This pillar removes regulatory barriers, encourages open-source AI models, promotes AI skills training, and facilitates AI adoption by governments and enterprises: Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), Meta (META), Palantir (PLTR), Snowflake (SNOW), C3.ai (AI) 2\. Building AI Infrastructure (Pillar II): This pillar focuses on accelerating data centers, semiconductor manufacturing, and energy infrastructure, streamlining approval processes, and optimizing the power grid: - Semiconductors and Chips: NVIDIA (NVDA), AMD (AMD), TSMC (TSM), Broadcom (AVGO), Marvell (MRVL), Applied Materials (AMAT), Lam Research (LRCX) - Data Centers and Servers: Super Micro Computer (SMCI), Dell (DELL), Hewlett Packard Enterprise (HPE) - Networking and Connectivity: Arista Networks (ANET), Credo Technology (CRDO) - Energy and Power: Vistra (VST), Constellation Energy (CEG), Oklo (OKLO), BWX Technologies (BWXT) 3\. Leading International Diplomacy and Security (Pillar III): This pillar strengthens the U.S. leadership in the global AI ecosystem by promoting AI technology exports, tightening semiconductor export controls, and assessing AI risks. - Cybersecurity: CrowdStrike (CRWD), Palo Alto Networks (PANW) - Defense and AI Applications: Lockheed Martin (LMT), Raytheon Technologies (RTX) - Biosafety: Illumina (ILMN) ### Related Stocks - [ANET.US](https://longbridge.com/en/quote/ANET.US.md) - [BWXT.US](https://longbridge.com/en/quote/BWXT.US.md) - [LMT.US](https://longbridge.com/en/quote/LMT.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) - [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md) - [VST.US](https://longbridge.com/en/quote/VST.US.md) - [RTX.US](https://longbridge.com/en/quote/RTX.US.md) - [ILMN.US](https://longbridge.com/en/quote/ILMN.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md) - [PANW.US](https://longbridge.com/en/quote/PANW.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [CEG.US](https://longbridge.com/en/quote/CEG.US.md) - [OKLO.US](https://longbridge.com/en/quote/OKLO.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [SNOW.US](https://longbridge.com/en/quote/SNOW.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md) ## Comments (19) - **新用户_a4ow3j及时 · 2025-09-12T23:52:15.000Z**: Full of valuable content - **西瓜娃娃 · 2025-08-18T06:22:55.000Z**: AMAT's profits increased significantly, but the guidance for the second half of the year was misstated, resulting in a sharp decline now. This is an opportunity. - **salt · 2025-08-13T08:37:47.000Z**: Mark it - **Larry Wang · 2025-08-13T00:01:10.000Z**: mark - **Marphew · 2025-07-31T06:30:35.000Z**: Missing Micron (MU), the one making AI chip HBM - **加钱哥 · 2025-07-24T22:45:38.000Z · 👍 1**: 👍🏻 - **Marphew · 2025-07-24T16:22:07.000Z**: Tesla was removed? - **奥斯汀成长股实验室** (2025-07-25T04:22:28.000Z): Energy business can be categorized as AI infrastructureAutonomous vehicles and robots can be categorized as AI applications - **新用户_ORAiHx · 2025-07-24T07:18:09.000Z · 👍 5**: These stock prices are hovering near all-time highs, luring people to buy in. I dare not buy nor hold them, having been burned once before. I'd rather miss out than make a mistake. Congratulations to those bold enough to make a fortune. I'll just watch the show. I don't believe they can keep going u - **奥斯汀成长股实验室** (2025-07-24T07:31:36.000Z): Blindly chasing highs will of course lose money and make you nervous. - **新用户_ORAiHx** (2025-07-24T09:02:55.000Z): Survived the brutal crash in March and April without losing money in US stocks, yet only paying attention to buy now when prices have doubled – truly impressive. - **奥斯汀成长股实验室** (2025-07-24T11:32:51.000Z): Most of the assets on this list are good.However, good assets require good prices. No one is asking you to buy at the current price. 😌 - **水上漂_6bnXiv · 2025-07-24T06:51:13.000Z**: Great job, boss! Many of these are not cheap now. Are there any good ones worth investing in? 😂 - **奥斯汀成长股实验室** (2025-07-24T07:34:24.000Z): 利用 Noise，Buy the dip - **无情ｄｅ交易机器 · 2025-07-24T04:05:44.000Z**: Bro, what should I buy? - **奥斯汀成长股实验室** (2025-07-24T04:39:53.000Z): Follow the President, buy stablecoins and AI