简单聊一下总结下 AI ACTION PLAN

三大支柱：
1、Accelerating Innovation
2、Building American AI Infrastructure
3、Leading in International Diplomacy and Security

Key policy：
1、Exporting American AI: The Commerce and State Departments will partner with industry to deliver secure, full-stack AI export packages – including hardware, models, software, applications, and standards – to America’s friends and allies around the world.
2、Promoting Rapid Buildout of Data Centers: Expediting and modernizing permits for data centers and semiconductor fabs, as well as creating new national initiatives to increase high-demand occupations like electricians and HVAC technicians.
3、Enabling Innovation and Adoption: Removing onerous Federal regulations that hinder AI development and deployment, and seek private sector input on rules to remove.
4、Upholding Free Speech in Frontier Models: Updating Federal procurement guidelines to ensure that the government only contracts with frontier large language model developers who ensure that their systems are objective and free from top-down ideological bias.

加强数据中心建设、AI 基建，相关企业诸如$英伟达(NVDA.US)$AMD(AMD.US)  $台积电(TSM.US) ；AI 发展离不开电力$Vistra(VST.US) ；鼓励 AI 在基础科学方面的研究，这块 deepmind 一直做的很好；智能制造，AI 国防，加速联邦政府 AI tools 使用（直接利好$Palantir Tech(PLTR.US) ）；鼓励各传统产业都加速应用 AI 技术，一系列应用侧公司不一一举例了；鼓励开源模型与创新，商业落地，这部分看好$谷歌-C(GOOG.US)$Meta(META.US) $微软(MSFT.US) 表演；大力发展机器人，自动驾驶等前沿科技

总结下来一句话：ALL IN AI

（顺便提一嘴，plan 中还是很在意中国企业目前在 AI 领域的影响力的）