Executive Summary
The Trump administration's AI strategy represents a fundamental shift from regulatory constraint to infrastructure acceleration. David Sacks and Michael Kratzios outlined a three-pillar approach: innovation through federal preemption of state regulations, massive infrastructure buildout with self-funded power generation, and global AI technology export. The administration rescinded 300 pages of Biden-era AI regulations in its first week, creating what Sacks calls 'permissionless innovation' envi...
Key Investment Opportunity
Data Center Infrastructure Acceleration
Federal regulatory streamlining combined with hyperscaler power commitments removes political constraints on expansion
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