Michael Zezas and Ariana Salvatore discuss the U.S. administration's newly released AI Action Plan. The plan, encompassing over 90 policy actions across innovation, infrastructure, and global leadership pillars, aims to solidify America's role in global AI development. The discussion covers deregulation efforts, infrastructure improvements (including data center construction and grid stabilization), and the plan's focus on international AI alliances and trade policy, particularly concerning China. The hosts analyze potential impacts on investors, highlighting potential tailwinds for the power and utilities sector and caution regarding the consumer sector due to the plan's national security implications and potential for increased tariffs on China.
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