America's AI Action Plan (2025-07): Reshaping Global AI Dominance Through Three-Pillar Strategy

(Illustration: Hydrographic survey storage area. Each tube contains a registered hydrographicsurvey. Image source: Photo by NOAA on Unsplash.)

✳️ tl;dr

• The US government released America's AI Action Plan in July 2025, aiming to reshape America’s global AI dominance
• Three strategic pillars: Accelerate AI Innovation, Build AI Infrastructure, Lead International AI Diplomacy & Security
• Revoked previous administration’s AI Executive Order 14110, removing “red tape and overregulation”

• Emphasizes protecting free speech and American values, ensuring AI systems objectively pursue truth
• Encourages open-source and open-weight AI models development to promote innovation and commercial adoption
• Establishes streamlined permitting for data centers, semiconductor manufacturing, and energy infrastructure, realizing the “Build, Baby, Build” vision

• Revitalizes US semiconductor manufacturing through CHIPS Program Office
• Builds military-grade high-security data centers to resist nation-state attack threats
• Exports complete AI technology stack to partners

• Establishes regulatory sandboxes and AI excellence centers, enabling research institutions, startups, and enterprises to rapidly deploy and test AI tools
• Creates AI Workforce Research Center to continuously assess AI’s impact on labor markets and provide policy recommendations
• Invests in automated cloud laboratories covering engineering, materials science, chemistry, biology, and other scientific fields

• Includes full text: America's AI Action Plan (PDF to Markdown) ¹

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✳️ Knowledge Graph

(More about knowledge graphs…)

graph LR
    A["America's AI Action Plan"] --> |"consists of"| B["Three Pillars Strategy"]
    
    B --> |"pillar 1"| C["Accelerate AI Innovation"]
    B --> |"pillar 2"| D["Build AI Infrastructure"]
    B --> |"pillar 3"| E["Lead International AI Diplomacy"]
    
    C --> |"removes"| F["Regulatory Barriers"]
    C --> |"revokes"| G["Biden's AI EO 14110"]
    C --> |"promotes"| H["Private Sector Leadership"]
    C --> |"protects"| I["Free Speech Rights"]
    C --> |"encourages"| J["Open Source AI Models"]
    
    D --> |"streamlines"| K["Data Center Permitting"]
    D --> |"accelerates"| L["Semiconductor Manufacturing"]
    D --> |"builds"| M["Military-Grade Data Centers"]
    D --> |"leverages"| N["CHIPS Program Office"]
    
    E --> |"exports"| O["AI Technology Stack"]
    E --> |"strengthens"| P["Export Control Enforcement"]
    E --> |"explores"| Q["Location Verification"]
    E --> |"invests in"| R["Biosecurity Research"]
    
    S["Policy Shift"] --> |"from"| T["Regulation-First"]
    S --> |"to"| U["Innovation-First"]
    
    V["National Security"] --> |"addresses"| W["China Competition"]
    V --> |"protects"| X["Critical Technologies"]
    V --> |"prevents"| Y["Adversary Access"]
    
    Z["Economic Impact"] --> |"creates"| AA["High-Paying Jobs"]
    Z --> |"attracts"| BB["Private Investment"]
    Z --> |"maintains"| CC["Global Leadership"]
    
    %% Styling for concept classes (orange)
    classDef conceptClass fill:#FF8000,stroke:#000,stroke-width:2px
    class A,B,S,V,Z,C,D,E conceptClass
    
    %% Styling for instances (blue)
    classDef instanceClass fill:#0080FF,stroke:#000,stroke-width:2px
    class F,G,H,I,J,K,L,M,N,O,P,Q,R,T,U,W,X,Y,AA,BB,CC instanceClass

✳️ Potential Impact on Taiwan: Opportunities and Challenges Coexist

When isn’t it about opportunities and challenges coexisting, right? If you have the capacity or can afford the challenges, why not give the opportunities a try?

Semiconductor Industry Opportunities: The CHIPS Program and America’s manufacturing reshoring policies could bring more opportunities for Taiwanese companies like TSMC to establish facilities and engage in technical cooperation in the US. However, this may also mean increased geopolitical pressure.

AI Startup Ecosystem: The US government’s innovation-first policy is theoretically good news for global AI startups. While Taiwanese AI startups might find it easier to enter the US market and access American technical resources, technology isn’t everything. The challenges that existing Taiwanese companies or products face when entering another overseas market still exist, but there’s a new wave to try surfing.

Talent Mobility: Relaxed regulations might mean more opportunities for technical talent exchange. Taiwanese AI talent might have opportunities to participate in US AI projects. I say “might have opportunities” because these flows are global, and tickets aren’t exclusively issued to Taiwan. Be careful not to get overly excited.

Supply Chain Reorganization: The US requirement for allies to use “trusted” AI technology stacks means Taiwanese manufacturers need to think about how to maintain balance amid geopolitical tensions. Currently, we observe that besides high-tech industries advancing into the US, other industries like manufacturing’s hidden champions are also quietly moving forward. Besides reading newspapers, everyone should also remember to observe order flows.

✳️ Bottom Line

• Taiwan is both a beneficiary and a challenger. The opportunity lies in deep participation in building America’s AI ecosystem, while the challenge is how to maintain technological neutrality between different geopolitical camps.
• Maybe everyone can try to analyze in their own way how these policies might affect the industry you’re in. The most valuable part of policy analysis isn’t the conclusions, but the thinking process - each of us can give it a try.

✳️ Further Reading