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Here’s all the AI stuff in Trump’s tax bill

Over $2 billion is allocated to deploying AI for nuclear weapons programs, autonomous underwater drones, and sovereign AI models.

Jon Keegan

Yesterday the Senate passed President Trump’s massive tax bill, and today it heads to the House, where it faces an uncertain future.

The text of the bill is loooong — it spans 870 pages as a PDF and is full of allocations of federal dollars for Trump’s priorities, including over $2 billion for AI programs for defense, energy, and homeland security.

Top AI insiders might hold a lot of sway in this administration, but tech companies like Microsoft, Meta, Palantir, and OpenAI did suffer a major loss yesterday when a key provision to halt all state-level AI regulation for a decade was removed from the bill.

Things could change in the House, but let’s take a look at all the AI-related things that made it through the Senate.

Defense

💣 Resources for scaling low-cost weapons into production

 💻 Improving efficiency and cybersecurity

  • $200,000,000 for the deployment of automation and artificial intelligence to accelerate the audits of the financial statements of the Department of Defense

☢️ Enhancement of resources for nuclear forces

  • $115,000,000 for accelerating nuclear national security missions through artificial intelligence

⛴️ Enhancement of Department of Defense resources for shipbuilding

  • $188,360,000 for the development and testing of maritime robotic autonomous systems and enabling technologies

  • $174,000,000 for the development of a Test Resource Management Center robotic autonomous systems proving ground

  • $200,000,000 for the development, procurement, and integration of mass-producible autonomous underwater munitions

  • $500,000,000 to prevent delays in delivery of attritable autonomous military capabilities

  • $75,000,000 to contract the services of, acquire, or procure autonomous maritime systems

Energy

🤖 Transformational artificial AI models ($150 million)

  • “American science cloud”: a system of US government, academic, and private sector programs and infrastructures utilizing cloud computing technologies to facilitate and support scientific research, data sharing, and computational analysis across various disciplines while ensuring compliance with applicable legal, regulatory, and privacy standards

  • Mobilize National Laboratories to partner with industry sectors within the United States to curate the scientific data of the Department of Energy across the National Laboratory complex so that the data is structured, cleaned, and preprocessed in a way that makes it suitable for use in artificial intelligence and machine learning models

  • Initiate seed efforts for self-improving artificial intelligence models for science and engineering

Homeland Security

🚔 Border security, technology, and screening

  • $168,000,000 for procurement and integration of new nonintrusive inspection equipment and associated civil works, including artificial intelligence, machine learning, and other innovative technologies, as well as other mission support, to combat the entry or exit of illicit narcotics at ports of entry and along the southwest, northern, and maritime borders

Rural hospitals

🏥 Rural health transformation program ($50 billion)

  • Providing training and technical assistance for the development and adoption of technology-enabled solutions that improve care delivery in rural hospitals, including remote monitoring, robotics, artificial intelligence, and other advanced technologies

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OpenAI files confidentially for IPO

Today OpenAI announced it has filed confidentially with the SEC to go public. The company said in a blog post that it filed the draft S-1 form.

OpenAI’s filing comes a week after arch-rival Anthropic — now valued at $965 billion — also filed a confidential S-1 for its own public offering. Both IPOs are expected to be among the largest in US history.

In a press release, OpenAI wrote:

“We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.”

In a press release, OpenAI wrote:

“We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.”

South by Southwest Conference and Festivals

The number of Tesla Robotaxis on the road has been going down

That’s the wrong direction for a business trying to scale its autonomous vehicles.

tech

Intel shares soar on report of Google chip deal, possible future Nvidia business

Shares of Intel soared in early trading on a report that Google and Nvidia are considering turning to the chipmaker as a backup supplier to TSMC, as surging demand continues to outpace supply.

The Information reports that Google has placed an order with Intel to manufacture more than 3 million of its increasingly popular tensor processing unit chips in 2028.

According to the report, Nvidia is currently testing to see if Intel could manufacture its next-gen Feynman chips.

Taiwan-based TSMC has enjoyed a huge lead in the market of manufacturing advanced chips for Apple, Nvidia, and others.

Intel has been struggling to fight its way back into the AI chip business, but has made headway with the help of the Trump administration, which sought to shore American chipmaking with a $8.9 billion investment of taxpayer money, and several high-profile deals.

The Information reports that Google has placed an order with Intel to manufacture more than 3 million of its increasingly popular tensor processing unit chips in 2028.

According to the report, Nvidia is currently testing to see if Intel could manufacture its next-gen Feynman chips.

Taiwan-based TSMC has enjoyed a huge lead in the market of manufacturing advanced chips for Apple, Nvidia, and others.

Intel has been struggling to fight its way back into the AI chip business, but has made headway with the help of the Trump administration, which sought to shore American chipmaking with a $8.9 billion investment of taxpayer money, and several high-profile deals.

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