- Trump moves from confrontation to engagement with top tech chiefs, aligning with a pro-AI, pro-infrastructure push.
- The pivot sits alongside an AI policy drive and headline deals cited by industry outlets.
What happened: From clash to courtship of tech CEOs
Capacity Media says Trump has executed a “180°” on tech, holding talks with leaders including Mark Zuckerberg, Sam Altman and Elon Musk, after years of friction. Capacity Media The reset tracks with the administration’s broader AI agenda, set out in an AI Action Plan that emphasises model innovation, data-centre build-out and power access.
Capacity also points to big-ticket moves that frame the pivot, including a US$8.9bn Intel investment touted by the administration to bolster domestic chips. Separate Capacity reporting notes Trump linking the AI race to electricity supply, warning US power demand could multiply, a theme echoed in recent speeches.
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Why it’s important
A friendlier White House could ease permitting and grid access for massive AI campuses, while giving Big Tech a clearer line into federal programmes. Yet the direction raises questions: is the policy swing durable, and can looser rules square with concerns over market power, data access and national security?
Investors will watch the follow-through. The AI build-out depends on power and transmission as much as chips; rhetoric will meet reality in interconnection queues, utility contracts and supply chains. If headline deals stall or energy costs spike, the détente may look more like election-season theatre than a stable operating framework for tech.
