U.S. AI Action Plan Released: A Hidden Catalyst for the Crypto Market?
On July 23, the White House released a heavyweight document — Winning the AI Race: The U.S. AI Action Plan. Trump personally signed three executive orders with a core message so clear that the whole world could understand it: the U.S. must win the AI race.
On the surface, this action plan paves the way for the rise of American AI technology. But in a deeper sense, it also sends several major signals to the crypto market. Because this time, the U.S. is not only pushing AI — it’s promoting a global export strategy built around “data, compute, and infrastructure,” which includes hidden opportunities in blockchain, data governance, and even Web3.
Core of the AI Plan: Make U.S. AI Go Global
The Trump administration’s AI strategy consists of three major pillars:
Accelerate innovation — break down regulatory barriers to speed up AI and related technologies.
Build U.S. AI infrastructure — including data centers, compute power, and key hardware.
International diplomacy and exports — directly promote the export of full-stack U.S. AI tech to allied nations under the “American AI Standard.”
And in this regard, the White House stated quite clearly:“The U.S. Department of Commerce and State Department will work with industry to offer our friends and allies worldwide a secure, full-stack artificial intelligence export package — including hardware, models, software, applications, and standards.”
Why does this statement benefit the crypto market
Because “full-stack tech package” = compute + data + applications + governance models. Blockchain and crypto networks are naturally a part of data governance and value systems. If the U.S. wants to push its own AI “governance standards,” it will inevitably need a globally trusted and transparent data infrastructure — which is exactly what blockchain excels at.
Key Provisions: Boosts to Data & Infrastructure
Within the action plan, there are several policy directions highly relevant to the crypto ecosystem. These are worth noting:
- Accelerated Data Center Development
From the plan:“Accelerate and modernize permitting for data centers and semiconductor factories, and launch new national initiatives to expand high-demand professions such as electricians and HVAC technicians.”
Data center construction serves not only AI demands but also underpins decentralized storage and crypto computing. If the U.S. makes large-scale investments in next-gen data centers, it means the operational costs for blockchains like Ethereum, Solana, and Arweave may drop — a direct tailwind.
- Security and Governance Standards for AI Models
From the plan:“Ensure that U.S. AI technologies, standards, and governance models are adopted globally to strengthen ties with allies and maintain technological leadership.”
Global standards for AI governance are notoriously tricky. Here, “governance models” likely involve decentralized data verification and transparency. Blockchain could serve as the foundation for AI training data traceability and smart contract-based rule enforcement. In other words, by pushing standardized AI governance, the U.S. is unintentionally creating a potential market for Web3 and blockchain apps.
- Exporting AI + Web3 as a Bundle
From the plan:“It is U.S. policy to maintain and expand leadership by supporting the global deployment of U.S.-based AI technology, and to reduce international reliance on rival nations’ AI systems.”
Trump signed an executive order titled “Promote the Export of U.S. AI Technology Stack,” requiring:
Establishment of a U.S. AI export program;
Public solicitation of companies to offer full-stack AI export proposals;
Inclusion of hardware, models, data pipelines, AI applications.
Within that, blockchain-AI integration technologies (e.g., on-chain AI apps, AI-governed smart contracts) absolutely have a shot at being included. Think that’s a stretch? Don’t forget — U.S. capital is currently obsessed with the “AI + Crypto” narrative.
- Shared Logic Between AI and Crypto: Compute + Data
AI and blockchain actually share similar base logic — AI demands massive data and compute, while blockchain relies on verified data and distributed computation.
This U.S. AI plan’s mention of “faster data center approvals” and “semiconductor plant construction” can be viewed as an upgraded version of quantitative easing (QE) for compute infrastructure. The spillover effect won’t just benefit AI training — it’ll also reduce infrastructure costs for blockchains. Ethereum L2s, ZK-Rollups, and AI-powered DeFi strategies could all gain from this.
How Can Crypto Catch This Tailwind?
ETH as an AI Infrastructure Candidate
Ethereum is already the de facto standard for smart contracts. In the future, AI model training, algorithm validation, and even deployment may favor decentralized verification and transparent settlement. If the U.S. AI export plan forms an industry standard, ETH could naturally be part of the base infrastructure.Opportunities for High-Performance Chains like SOL
Real-time AI apps and on-chain compute require high-TPS blockchains. Solana’s low latency and high throughput position it well to become a go-to network for AI+Crypto apps.Potential Breakout for Decentralized Storage
The plan emphasizes “data security and availability,” which gives Arweave and Filecoin-like decentralized storage projects more room to grow. AI companies may be required to store key training datasets with integrity — something blockchain can prove immutably.RWA (Real-World Assets) + AI Integration
U.S. tech exports and global infrastructure buildouts could drive tokenized assets (RWA) into becoming standardized settlement layers. With AI boosting efficiency and blockchain adding transparency, this convergence will accelerate asset digitization across borders.
Rethinking Trump’s “De-ideologization” Clause
From the plan:“Update federal procurement guidance to ensure government contracts go only to frontier large language model developers whose systems are objective and free from top-down ideological bias.”
On the surface, this is about avoiding AI bias. But fundamentally, it reflects a growing need for decentralized and transparent AI applications. The crypto industry has long advocated for “code as law” and transparent logic — highly aligned with this U.S. AI governance direction.
Could this mean future AI governance leans toward Web3-style transparent auditing? Very possible.
Conclusion
This U.S. AI Action Plan is a national-level AI industrial policy, but its spillover effect on the crypto market should not be underestimated:
It means compute and data infrastructure buildout will accelerate;
It suggests increased demand for AI + blockchain integrations;
It may position ETH, SOL, and decentralized storage projects as key players in infrastructure collaboration.
Trump’s statement may also serve as a hidden message to the crypto world:“Artificial Intelligence is a foundational technology that will shape innovation, defense, and prosperity for decades. By exporting U.S. AI, we will strengthen alliances and maintain our technological edge.”
Over the next few years, the AI-Crypto resonance could very well become the main theme of the market.
