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US aims for AI dominance

It is no secret that the United States strives to dominate every key sector of the global economy, and in most cases, it succeeds. Now, the US government is intensifying efforts to secure global leadership in the field of artificial intelligence (AI). Moreover, the White House administration has formalized a new 23-page action plan in this area. Authorities view this initiative as nothing less than a clear bid for global AI dominance.

Backed by three executive orders and launched by President Donald Trump, the new plan elevates AI to the level of an "industrial revolution, information revolution, and renaissance—all at once." Experts consider the global AI race a zero-sum game, one that could redefine the balance of power.

The Trump administration’s AI action plan calls for removing regulatory barriers that hinder innovation, expanding infrastructure and energy capacity, and tightening export controls against competitors such as China.

Against this backdrop, Deutsche Bank analysts identified three key themes explaining why this initiative holds such significance for US authorities.

First is the priority of innovation. The United States currently leads the world in AI. Of the top 50 global AI companies, 42 are based in the US, 33 of which are in California. In 2024, American firms attracted nearly three-quarters of all private and venture capital investments in AI, and that share is still growing.

Second is the expansion of infrastructure. Today, AI operations rely heavily on massive, energy-intensive data centers, nearly half of which are located in the United States. In 2023, US data centers consumed 4.4% of the nation's electricity, up from just 2% in 2018. Current forecasts suggest that by 2028, data center energy consumption could reach 12%. In this context, the government’s plan includes modernizing the power grid and increasing capacity through nuclear and other advanced technologies.

Third is the deepening of AI research and development. This aspect is critical for US national security. The government aims to secure leadership in vital sectors of the global economy while preventing other nations from “freeloading on American-financed innovation.” China remains the primary concern, as its AI models are rapidly narrowing the performance gap with US systems. In response, the US is tightening export controls.

The White House plan also calls for promoting American AI technologies abroad and strengthening oversight of their use. Additionally, the document emphasizes that AI should complement, not replace, human labor and that systems must remain free from ideological bias.

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