According to the source, a new executive order by Trump aims to fuse federal data, supercomputing, and AI to accelerate discoveries across energy, biology, and national security. According to the source, this signals a federal push into AI compute and data fusion that traders can treat as a policy catalyst for AI infrastructure narratives across equities and digital assets. According to the source, traders may monitor themes around high-performance computing capacity, AI training resources, and federal data-integration initiatives for potential sector momentum.

According to Reuters, US Commerce Secretary Lutnick emphasized that 50% of artificial intelligence computational power must be located within the United States to ensure national security and support domestic infrastructure. This policy is expected to influence the global allocation of AI resources, potentially increasing demand for US-based data centers and tech investments. For cryptocurrency traders, heightened regulatory focus on AI compute could impact blockchain projects reliant on AI integration and cloud processing, especially those with exposure to US infrastructure or compliance requirements (source: Reuters, June 2024).