Promoting the Export of the American AI Technology Stack
This Executive Order (EO) directs a whole-of-government effort to promote exports of “full‑stack” American AI technology — meaning hardware, software, data systems, cybersecurity, and applications — to strengthen U.S. economic and national-security leadership and reduce reliance on rival countries’ AI systems. It creates an American AI Exports Program run by the Commerce Department (in consultation with State and OSTP), invites industry consortia to submit proposals for prioritized export packages, and commits diplomatic and federal financing tools (coordinated through the Economic Diplomacy Action Group, EDAG) to help deploy selected packages abroad. The EO is intended to accelerate U.S. AI market access, shape global AI standards, and mobilize loans, guarantees, equity, insurance, and technical assistance to support U.S. offers — subject to applicable law, export controls, and available appropriations. Potential impacts include expanded export opportunities and government-supported international deployments for U.S. AI companies and hardware makers; increased U.S. influence over global AI norms and infrastructure; and new coordination among State, Commerce, Defense, Energy, OSTP, SBA and finance/diplomacy bodies. The program is limited by existing export-control and investment rules, and by the need for Congressional appropriations for financing.
Key Points
- 1Creates the American AI Exports Program: Within 90 days the Secretary of Commerce, consulting with the Secretary of State and OSTP Director, must establish a program to solicit and manage industry proposals for U.S. “full-stack” AI export packages.
- 2Defines required proposal content: Industry-led consortium proposals must include a full‑stack package (AI‑optimized hardware and infrastructure, data pipelines and labeling, AI models and systems, security/cyber measures, and sector applications), target countries/regions, business/operational models (who builds/operates data centers), requested federal incentives, and confirmation of compliance with U.S. export-control and outbound-investment rules.
- 3Selection and prioritization: Commerce, in consultation with State, Defense, Energy, and OSTP, will evaluate proposals and designate some as “priority AI export packages,” giving them priority access to federal tools described in the EO.
- 4Mobilizes federal financing and diplomatic coordination: EDAG (chaired by the Secretary of State) will coordinate use of available government financial tools — direct loans and loan guarantees, equity investments and co‑finance, political risk insurance and credit guarantees, and technical assistance/feasibility studies — to support priority packages, as permitted by law.
- 5Secretary of State responsibilities: Lead a unified federal strategy to promote U.S. AI exports, align technical/financial/diplomatic resources, participate in multilateral partnerships, advise partner countries on pro‑innovation regulatory and infrastructure environments, analyze market-access barriers, and coordinate with SBA to facilitate investment in U.S. AI firms and manufacturing.