Analysts interpret the American AI Action Plan: infrastructure acceleration, cognition deepening, benefiting chip giants such as NVIDIA Corporation (NVDA.US).

According to industry analysts' interpretations, the latest "Artificial Intelligence (AI) Action Plan" issued by the Trump administration will effectively promote the construction of AI infrastructure, indicating that the authorities have formed a strategic level of understanding of the semiconductor supply chain system. This policy trend is expected to bring substantial benefits to chip giants such as NVIDIA Corporation (NVDA.US), Intel Corporation (INTC.US), and AMD (AMD.US). "We believe that the AI action plan, combined with the repeated adjustments in semiconductor tariff policies during the US-China trade war, indicates that the government is deepening its understanding of the semiconductor supply chain layout and the positioning of the US industry," said Tech Stock Pros, the analysis team at Tech Contrarians. "The White House aims to simplify administrative barriers, which constitutes a significant policy advantage for companies like NVIDIA Corporation and Intel Corporation." However, the team also warned that this plan may be difficult to concrete action in the short term. This plan also benefits technology companies in the open-source AI field. Seeking Alpha analyst Uttam Dey said, "If the business goals of open-source leaders like Meta (META.US) and IBM (IBM.US) resonate with regulatory guidance, they will gain long-term development momentum." The clauses in the plan related to infrastructure are expected to attract more AI capital expenditure. "This means that local investments will be supported, and companies actively involved in domestic AI projects are expected to mitigate business review risks," added Dey. Joe Albano, director of investment research at Tech Cache, stated that this plan provides a clear framework for the United States to participate in the AI revolution for the first time, providing the technology industry with guidance. "After more than three years of AI becoming a strategic focus, the federal government has finally provided a clear roadmap, allowing relevant companies to clearly understand their business expansion direction (cross-border cooperation, allied synergy, etc.) and resource allocation focus," Albano said. "Many AI industry experts I've spoken to feel relieved, as they now not only have a clear direction for their efforts, but also believe that the detailed policy design in the plan will help consolidate the US's leadership position in AI." UBS Group AG analysts pointed out that the plan proposes to develop a "full-stack AI export solution" to prevent some countries from "turning to competitors," which is also a positive signal for chip manufacturers. An analysis team led by Timothy Arcuri wrote in a research report, "This is particularly positive for compute/GPU suppliers, as the industry's leading CEOs seem to have successfully persuaded the government to relax restrictions on AI exports to China." Citi analyst Atif Malik added, "Overall, this plan maintains the US's leading advantage in AI by easing AI regulations, but it is also necessary to note that additional export controls may still be implemented."