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The Trump administration’s new AI action plan aims to fast-track data center construction, cut regulatory red tape, and expand U.S. AI exports to strategic allies — all to outpace China in the global AI race. But with ethics and caution taking a backseat, this bold push is as much about geopolitical positioning as technology. Big Tech is watching — and investing — closely.

Data center infrastructure fueling AI workloads is rapidly expanding into rural areas, bringing heavy demands on water, power, and local governance. This growth often strains resources in small towns that lack the tools and policies to manage the environmental and social impacts.

As Nvidia pushes deeper into cloud services, Amazon, Microsoft, and Google are navigating a more complicated relationship, with their longtime chip supplier now becoming a potential competitor.