🧠 U.S. AI Economy: Today’s Headlines & Investor Insights
🧠 U.S. AI Economy: Today’s Headlines & Investor Insights 1. Trump Announces $90 B in AI & Energy Investments for Pennsylvania ⚡ Tech giants (Google, Blackstone) pledge ~$50 B; CoreWeave adds $6 B. Energy firms commit to expanding electricity generation. Amazon supports nuclear and hydropower infrastructure for its AWS data centers. Insight: Massive public-private investment supports AI infrastructure + stable energy supply—crucial enabler for long-term AI capacity growth. Investor Takeaway: Look at energy-infrastructure-linked plays (e.g., utilities, data-center REITs, nuclear firms) and companies like AWS, CoreWeave, and Blackstone. Broader market could see upside from “AI‑infrastructure” ETFs or midsized energy-tech firms. --- 2. AI Chipmakers Resume Sales to China AMD and Nvidia plan to resume AI-chip exports to China under new U.S. export license reviews. Insight: Reopening of China market (world’s largest AI chip consumer) may boost reve...