1. Background and Key Issues
On January 23, 2025, President Trump, on his first day of a second term, issued a significant executive order (EO 14179) to secure America’s global leadership in the field of artificial intelligence (AI). This executive order rescinds the Biden administration’s AI-related policies and directs a strategic overhaul to strengthen America’s AI leadership. This policy is considered to have a significant impact on the economy and national security, and related companies and institutions are paying close attention to how to establish their future investment and innovation strategies.
2. AI Action Plan Development Process
Following this executive order, presidential advisors and relevant agencies must develop a new AI action plan within 180 days (by July 22, 2025). In this regard, the National Science Foundation (NSF) and the Office of Science and Technology Policy (OSTP) jointly announced a Request for Information (RFI) on “Developing an Artificial Intelligence Action Plan.” This RFI serves as a channel for stakeholders to provide practical and specific feedback, soliciting diverse opinions from experts in the fields of economics, investment, policy, market, and innovation.
3. RFI Content and Submission Guidelines
The RFI addresses various issues related to AI policy. It includes the following key topics:
• Hardware and chips, data centers, energy efficiency
• AI model development, open-source development and application
• Cybersecurity, data privacy and security issues
• Technology and safety standards, national security and defense
• Research and development, education, talent development, innovation and competition, intellectual property, and international cooperation
These various items are expected to significantly impact not only the US market but also the global economy and investment. In particular, the policy changes presented by this executive order are expected to directly affect companies' AI adoption and innovation strategy development. The submission deadline is March 15, 2025, and opinions can be submitted via email or in writing.
4. AI Utilization in the Field and Future Outlook
Building on the groundwork laid during his first term, President Trump’s action plan is expected to expand regulation and support to a wider range of areas. With the rapid increase in the use of AI tools, particularly in healthcare, employment, and enterprise sectors, companies must prepare for both the risks and opportunities presented by AI. Epstein Becker Green’s AI expert team is working with healthcare, employment, and regulatory experts to develop strategies to address these new policies.
In reality, investment and innovation driven by the rapid development of AI are having a positive impact on the overall economy, and this plan, aligning with key words such as economy, investment, policy, market, and innovation, will be a crucial policy decision that will determine the future of the American economy.
5. Strategic Implications from Economic and Investment Perspectives
From an economic and investment perspective, this AI action plan is assessed as providing US companies with opportunities to expand investment in the AI field and strengthen their innovation base.
• Economy: AI technological advancements can lead to new business models and market creation, providing a driving force for national economic growth.
• Investment: As government-led investment in AI research increases, private sector investment is also expected to be activated.
• Policy: The establishment of a clear policy framework will reduce unnecessary regulations and promote innovation.
• Market: The US is striving to re-establish its leading position in the global AI market, and there is a high possibility of creating new market opportunities.
• Innovation: When the government and private sector jointly promote AI innovation, a balance between technological advancement and job creation can be achieved.
If companies and policymakers develop response strategies considering these various economic and investment aspects, it is expected that a new structure for the AI era can be created globally, not just in the US.
This is a good opportunity to participate directly in the decision-making process for US AI policy by submitting opinions on relevant policies. As the attention of economic and investment experts is focused on this, we encourage you to carefully observe market changes and innovation trends.
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