🟣 EV Daily: White House declares AI race; Alphabet hikes AI capex; China widens dev gap; Lobbying blitz in DC; Chinese EV batteries grow
Five stories shaping the future of tech + power
Lead story: 🇺🇸 Winning the Race
The White House’s new AI Action Plan reads like an industrial‑scale mobilization order. Its 90 recommendations slash permitting delays, sideline DEI and climate hurdles, and fast‑track gigawatt data‑center grids and fabs. They also hard‑wire “objective, non‑ideological” procurement rules that privilege open‑weight US models.
The aim is simple: unquestioned technological dominance. Full‑stack export diplomacy — bundling US chips, open‑weight models and standards — plus tighter chip controls keep allies close and China at arm’s length. The document is even titled ‘Winning the Race’.
This is AI as statecraft. Compute, energy and standards bodies are the new strategic high ground. Private industry is invited to write the rulebook, recommending which regulations to scrap in exchange for momentum. The upside is speed. The downside (mainly for the rest of the world) is a regulatory vacuum primed for social, environmental and geopolitical blowback. Expect a tran…