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Winning the Race: America’s AI Action Plan
Monday, July 28, 2025

President Trump’s Winning the Race: America’s AI Action Plan, released on July 23, 2025, marks a significant shift from the Biden Administration’s AI governance framework, most notably Executive Order 14110 (November 2023). The previous approach emphasized risk mitigation, civil rights protections, equity considerations, and oversight of advanced AI models under authorities such as the Defense Production Act. By contrast, the current plan prioritizes deregulation, infrastructure buildout, and global competitiveness—positioning US AI leadership as a national strategic imperative.

The Action Plan reflects a broader reorientation away from precautionary regulation and DEI-based development principles. In their place, the Administration emphasizes private-sector innovation, streamlined permitting, and federal procurement standards centered on “truth-seeking” and ideological neutrality. EO 14110 has been formally repealed, and several associated oversight structures have been revised or rescinded. Select national security and model evaluation functions remain active, particularly through the NIST Center for AI Standards and Innovation (CAISI) and related export control channels.

The Plan is structured around three core pillars. The Accelerate AI Innovation pillar focuses on regulatory rollback, promotion of open-source and open-weight models, public-private research partnerships, sector-specific adoption (e.g., healthcare, manufacturing, agriculture), and investment in scientific infrastructure, including interpretability and robustness research. The Build American AI Infrastructure pillar centers on expediting permits for data centers, semiconductor fabs, and supporting energy systems; modernizing the electric grid; enhancing cyber and physical resilience; and scaling the skilled workforce. The third pillar, Lead in International AI Diplomacy and Security, aims to expand global reach through export promotion of full-stack AI solutions, reinforcement of export controls and outbound investment review, engagement in standards-setting bodies, and regulatory alignment with allies.

Cross-cutting initiatives supplement these pillars. Key measures include new procurement requirements mandating compliance with “Unbiased AI Principles” for large language models used by federal agencies; expanded Department of Labor and Treasury-led funding for AI workforce development and retraining; investments in public data resources and evaluation infrastructure; and the deployment of regulatory sandboxes to support innovation across industries.

The plan’s infrastructure emphasis is expected to catalyze significant capital deployment—potentially US$90 billion in data center investment over the next several years—with projections that AI workloads could account for up to 9% of US electricity consumption by 2030. Sector-specific use cases are also highlighted, including AI-enabled drug discovery and diagnostics in healthcare, predictive maintenance in manufacturing supported by grid modernization, and exportable precision agriculture tools.

While designed to drive near-term economic growth and international leadership, the plan presents policy and legal considerations for AI stakeholders. These include potential tensions with state-level AI regulations, the prospect of litigation around viewpoint neutrality in federal procurement, and questions about long-term alignment with evolving international AI governance standards. Organizations involved in AI development, deployment, or federal contracting may wish to assess procurement compliance strategies, monitor forthcoming Office of Management and Budget (OMB) and Federal Trade Commission (FTC) guidance, and track export control developments under the Department of Commerce.

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