America debride its AI, Trump aligns regulation, energy and capital to industrialize the sector
Donald Trump comes from formalized a major technological paradigm change for the United States. On the occasion of a summit organized with the figures of the venture capital of the Silicon Valley, David Sacks, Sriram Krishnan, Michael Kratsios, the American president revealed his “AI Action Plan”an industrial acceleration doctrine around artificial intelligence, structured in four axes: Centralization of regulatory, energy sovereignty, administrative simplification and techno-capitalistic diplomacy.
https://www.youtube.com/watch?v=TBNX9X5GGPE
Federal regulation cut for manufacturers
The first part of the plan operates a front break with the Biden approach of 2023which imposed obligations of transparency, risk management, documentation, data governance and non -discrimination algorithmic. These obligations are now Deleted or rendered optional in federal calls for tenders.
In place, the Trump administration imposes a Single federal standardWho supplants local regulationsin particular California, accused of introducing “legal insecurity” and delays in strategic projects. The objective is to create a “regulatory highway” dedicated to AI, on the model of the devices used for military or space infrastructure.
The administration will only contract with actors whose models are deemed “not biased”blurred but politically loaded formula, it de facto excludes all AI incorporating DE standards (diversity, equity, inclusion), safeguards on disinformation, or climatic objectives.
Energy, vertebral column of power AI
Trump puts the energy issue at the center of the AI strategy, so data centers, super calculators and infrastructure become national critical infrastructurepriority in terms of connection, access to land and food securing.
The plan provides:
- An accelerated relaxation of permits To build dedicated power plants (gas, nuclear, geothermal, even coal) near the IA hubs.
- The possibility for companies to create their own power plantsbecoming their own energy suppliers.
- Explicit prioritization on the electricity networkto the possible detriment of other uses.
Trump assumes a productivist vision, “AI needs twice as much electricity as what the country today produces. We will release all the energy forms to feed it. »»
“12 month” objective: the industrial fast-track model
The third pillar of the plan aims at Divide by two or three the deadlines for building IA infrastructure. Inspired by DOD or NASA exceptional procedures, an executive directive establishes a federal fast-track mechanism for:
- hyperscal data centers,
- flea factories,
- IA campuses,
- Training hubs
THE Department of Energy (DOE) and the Department of Commerce were responsible for identifying IA high potential areasin coordination with electric operators. The land will be primarily allocated there and the permits issued in a few weeks. The displayed goal is Go from two or three years of deadlines less than twelve months for any strategic infrastructure.
Public funding, VC and diplomacy: the new techno-industrial trinity
The fourth component of the plan marks a major inflection in American economic diplomacy, Washington intends to export a “turnkey model”designed by the cloud giants, supported by the federal government, and funded by public-private alliances.
This model will include:
- The equipment (fleas, calculators),
- Software (ia bones, orchestrators, foundation models),
- Managed services and sovereign accommodation,
- And interoperability contracts with American agencies.
This strategy is part of a geopolitical alignment logic And to make the United States the natural supplier of the AI of democracies. The model is comparable to that of armament By developing standards, infrastructure, logistics and funding, integrated into an influence strategy.
The recent relaxation of restrictions on Nvidia and AMD for their exports to China, in exchange for rare earth agreements, illustrates this Give and Take Industrial diplomacy.
A techno-industrial doctrine asserted in the face of a systematically fragmented Europe
The contrast is striking with the European Union, while in Brussels, the AI Act Enter its implementation phase, with ethical and legal priorities (risk principle, transparency, right to explanation), Washington adopts a sovereignist, productivist and offensive approach.
In France, Emmanuel Macron has launched an acceleration plan (50 IA identified sites, administrative simplification, training programs), but deadlines, inter-ministerial coordination and energy dependence remain weak points.
Donald Trump, for his part, bet Speed, vertical alignment state / industry / capital, and a narrative of supremacy. The objective is to dominate in front of a China that plays its own rules of the game and deploys a particularly effective strategy.
