The real winners from Trump’s ‘AI action plan’? Tech companies
The real winners from Trump’s AI Action Plan are primarily tech companies, especially those in Silicon Valley and major AI firms. The plan, titled “Winning the AI Race: America’s AI Action Plan,” strongly favors deregulation, infrastructure investment, and policies that remove obstacles for the rapid development and deployment of AI technologies. This is designed to benefit big tech firms by allowing them to innovate faster without stringent regulatory oversight, particularly in the areas of AI infrastructure, data centers, and export controls.
Points that demonstrate tech companies as the main beneficiaries include:
The plan was reportedly shaped with significant input from Silicon Valley insiders, including David Sacks, the White House AI advisor and a well-known tech investor, indicating the industry’s influence on the policy.
It includes relaxing or removing environmental and planning regulations for AI data centers, easing regulatory burdens on AI development and deployment in healthcare, finance, and scientific research.
The administration is pushing for federal deregulation and discouraging state-level AI constraints, consolidating a more industry-friendly regulatory environment that large tech companies favor.
It accelerates federal government procurement of AI technology, which can drive demand for tech companies building AI systems.
The plan encourages expanding AI exports to allied countries, benefiting US AI developers and chipmakers by opening larger markets internationally.
Major players like Nvidia, AMD, Google, Microsoft, OpenAI, Meta, OpenAI, Oracle, and Softbank are positioned to benefit from the policy and ongoing significant investments in AI infrastructure linked to the plan.
Critics highlight that the plan focuses much more on speeding innovation and easing regulations than on AI safety, ethical concerns, or environmental impact, suggesting it prioritizes corporate interests over broader societal concerns. This has prompted some concern about downplaying risks related to AI misuse or bias.
The Trump AI Action Plan is designed to remove “red tape” and foster a deregulated, fast-growing AI ecosystem where tech companies can quickly scale their operations and capture global AI market leadership, making them the clear winners of this policy.
