簡單聊一下總結下 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.

加強數據中心建設、AI 基建，相關企業諸如$英偉達(NVDA.US)$AMD(AMD.US)  $台積電(TSM.US) ；AI 發展離不開電力$Vistra(VST.US) ；鼓勵 AI 在基礎科學方面的研究，這塊 deepmind 一直做的很好；智能製造，AI 國防，加速聯邦政府 AI tools 使用（直接利好$Palantir Tech(PLTR.US) ）；鼓勵各傳統產業都加速應用 AI 技術，一系列應用側公司不一一舉例了；鼓勵開源模型與創新，商業落地，這部分看好$谷歌-C(GOOG.US)$Meta(META.US) $微軟(MSFT.US) 表演；大力發展機器人，自動駕駛等前沿科技

總結下來一句話：ALL IN AI

（順便提一嘴，plan 中還是很在意中國企業目前在 AI 領域的影響力的）