This is the logo and if clicked redirect you to home page
Trending News
July 25, 2025 - Third Party

Trump's AI Plan: Toward American Digital Imperialism?

Trump's AI Plan: Toward American Digital Imperialism?

Discover how Trump's AI Plan aims for global supremacy via deregulation, Silicon Valley, and the exclusion of 'woke' AI.

Introduction

The bombshell announcement of Trump's AI Plan, six months after his return to power, marked a major geopolitical turning point. In a dense speech, both spectacular and ideological, the American president unveiled the outlines of a groundbreaking tech strategy. Total deregulation, exclusion of "woke" AIs, and a strategy of digital imperialism through Silicon Valley's giants: the ambitions are clear. This plan is not just a technological lever; it is a centerpiece of his economic diplomacy.

Behind the flashy speech lies a project to redefine the global digital order, with the ambition to make American semiconductors and AI infrastructure the new global dollar.

This article analyzes, in professional and strategic language, the economic, technological, and geopolitical foundations of Trump's AI Plan, highlighting its impact on international markets, trade relations, and the global financial ecosystem.

I. Trump's AI Plan: a doctrinal revolution

A break from the Biden era

The previous Democratic administration had imposed strict restrictions on the export of sensitive technologies, particularly to slow China's rise in AI. Trump's approach is the opposite: massive deregulation, relaxation of environmental standards, and tax incentives for massive private investment.

  • Lifting restrictions on chip design software
  • Streamlining approvals for data center construction
  • 100% tax deductions on industrial investments (including real estate structures)
“Every time you make a technological advance, the rules must follow, not stop you.” — Donald Trump

Three foundational executive orders

  1. Order #1: Accelerate AI data center construction through administrative simplification
  2. Order #2: Make “woke” AIs (ideologically biased) ineligible for federal funding
  3. Order #3: Create a global export program for American AI technologies

II. AI as a lever for digital imperialism

The “AI dollar”

The core of Trump's AI Plan is the idea of turning American technologies into essential global standards—like the dollar in economic exchanges. The goal is to create international dependence on US-made AI infrastructure: semiconductors, sovereign clouds, data pipelines, proprietary LLMs.

“We want the American tech stack to become the global standard, like the dollar.” — Jensen Huang (CEO of Nvidia)

American champions poised to strike

Some figures highlight the scale of the ambition:

  • Nvidia: $500 billion investment over 4 years
  • Google, Microsoft, Meta, Amazon: $320 billion in 2025 on AI data centers

These investments are encouraged by extremely favorable tax conditions and shorter construction times thanks to regulatory reforms.

III. Assertive techno-financial diplomacy

Algorithmic soft power

Trump isn’t just boosting domestic private investment. He intends to turn the US into a hegemonic exporter of AI solutions. The idea is clear: force emerging nations and allies to choose between American and Chinese standards. Total neutrality is impossible.

  • Signing bilateral deals with Japan, the Philippines, Indonesia
  • Pressure on the European Union to open its AI markets
  • Creation of a structured technology diplomacy (Hill and Valley Forum)
“These nations have only two choices: use American technology or Chinese technology. Denying them ours pushes them toward Beijing.” — David Sacks

China, the technological rival to contain

The narrative consistently opposes American values of open innovation to Chinese centralization and surveillance. Huawei and its Ascend chips are singled out, especially for breakthroughs in Southeast Asia.

Noteworthy: In 2024, China multiplied its AI electrical production capacity by 11, temporarily surpassing the US. The AI Plan also seeks to close this energy gap.

IV. End of the 'woke' era: ideological cleansing of AI

A 'neutral' AI... according to Trump

The plan stipulates that models deemed biased or activist are excluded from public tenders and federal funding. This explicitly targets AIs integrating diversity, equity, or inclusion (DEI) policies.

“The American people do not want Marxist madness in their AI.” — Donald Trump

A break with European ethical models

This doctrine undermines the ethical alignment efforts of the European AI Act. Open source players (like Mistral AI), academics, or public research entities could be excluded from the US market if they do not comply with strict ideological neutrality.

As a domino effect, this creates a split between two visions:

  • American vision: performance, economic freedom, utilitarian AI
  • European vision: transparency, ethics, inclusion

V. Implications for financial markets

Massive capital inflows

Trump claims that since his re-election, over $17 trillion has poured into American AI infrastructures. Though politically inflated, the trend is confirmed by the markets:

  • Nvidia, AMD, Palantir: post-announcement stock surge
  • Microsoft, Meta: racing to partner with the military and government

Opportunities for investors

Investors positioned on American AI benefit from:

  • Political stability encouraging innovation
  • Facilitated export access to Gulf, Asian, and Eastern European countries
  • Massive tax deductions on industrial spending

Risks for Europe and its partners

Regulatory fragmentation between the US (ultra-liberal) and EU (regulatory) could lead to:

  • Marginalization of European AI players
  • Loss of cloud infrastructure sovereignty
  • Regulatory incompatibilities (AI Act vs US standards)

Conclusion

The Trump AI Plan marks a radical departure from multilateral or ethical approaches to artificial intelligence. It puts forward a vision of unilateral technological power, embracing deregulation as an accelerator of innovation and technological export as a diplomatic tool.

Far from being just a debate about language models or algorithmic bias, this is a global political project aiming to make American AI a standard of global sovereignty — just like the dollar, the GAFAM, or NATO in the past. For investors and financial professionals, this plan offers both spectacular opportunities and systemic threats for non-aligned ecosystems.

Further reading

FAQ: Top 5 Frequently Asked Questions

1. What is Trump’s AI Plan?
A set of executive orders and measures aiming to make the United States the global leader in artificial intelligence by removing regulatory barriers, strengthening tech exports, and banning so-called progressive AI.

2. Why talk about digital imperialism?
Because the plan seeks to impose American technological standards worldwide, much like the dollar became an essential international currency.

3. Which sectors are most affected?
Semiconductors, data centers, energy infrastructures, cybersecurity, sovereign cloud, and large-scale AI models (LLM).

4. What does banning "woke" AI mean?
Models aligned with principles of diversity, inclusion, or social justice are excluded from public funding, deemed ideologically biased.

5. How are financial markets responding?
With massive inflows of capital into American AI companies, spectacular valuation increases, and a redirection of investments toward strategic tech infrastructure.

SYLVAIN MOUILHAUD Coach Actions

Back to the News