Analyst: The launch of the Trump administration's AI plan is beneficial to investors.

The promotion of AI comes at a time of surging electricity demand and increasing emissions. Google's 2024 sustainability report shows that since 2019, its greenhouse gas emissions have increased by 48%, primarily due to high-energy-consuming AI infrastructure. Despite the recent announcement of the "American AI Initiative" by the Trump administration promising that AI will "assist" human labor, companies are increasingly turning to automation. Layoffs at companies like Recruit Holdings and Salesforce are directly related to AI deployment. Some analysts believe that the launch of this initiative is favorable for investors. Wade Bush analyst Dan Eves called it a "watershed moment" and a "significant development" in the AI arms race.