Five Top Beneficiaries of President Trump’s AI Action Plan
Artificial intelligence-related stocks, such as ZenaTech (NASDAQ: ZENA), Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Palantir Technologies (NASDAQ PLTR), and Meta Platforms (NASDAQ: META) are all seeing a significant boost from President Trump’s new AI Action Plan. Released by the White House on July 23, the Administration’s AI Action Plan and three Executive Orders to accelerate US leadership in artificial intelligence.
That new plan outlines priorities in innovation, infrastructure, and international AI exports, while the orders mandate ideologically neutral AI in federal use, fast-track data center development, and promote global deployment of US AI technologies. Together, they mark a major federal push to boost domestic AI capabilities and competitiveness.
Responding to the White House AI Action Plan, ZenaTech’s ZenaDrone Launches Zena AI, Inc., a Specialized AI Development Center for US Defense and Homeland Security Applications
The latest plan is also a strong catalyst for drone companies, like ZenaTech, which just announces the formation of Zena AI, Inc. (Zena AI), an AI Development Center part of its ZenaDrone US drone company subsidiary.
Zena AI will be focused on building advanced artificial intelligence software solutions for the US Department of Defense and Homeland Security agencies. Zena AI Inc. will also be ZenaDrone's dedicated US AI hub, focusing exclusively on developing next-generation technologies for military, homeland security and allied mission applications.
The development center will enhance ZenaDrone's ISR (Inspection, Surveillance and Reconnaissance) and related AI drone system platforms while expanding its team of top American AI software and engineering specialists.
As noted by Shaun Passley, Ph.D., ZenaTech CEO, “We believe the AI Action Plan and policy directives are a turning point for American innovation, and we’re answering that call by launching Zena AI Inc., which will be solely dedicated to developing cutting-edge autonomous drone systems. This AI initiative will fast-track ZenaDrone’s R&D development and path to revenue while supporting domestic AI infrastructure development and positioning our technology for future-ready defense applications here in the US and around the world.”
It’s also helping to creating a $355.55 billion Drone as a Service (DaaS) market opportunity.
The news is also strengthening a potential $355.55 billion Drone as a Service market.
That’s thanks to expanding government support from President Trump’s latest bill, Secretary of Defense Pete Hegseth’s latest policy directive, and the latest AI Action Plan.
Within the industry, we can look at unique companies, like ZenaTech, for example.
Unlike its peers, ZENA offers a unique DaaS AI-powered drone solution, where clients don’t need to purchase or even manage their own drone hardware and software.
In addition, ZenaTech’s Drone as a Service (DaaS) business model offers both business and government customers reduced costs and convenience to utilize drones to streamline legacy processes and manual tasks such as inspections, surveying, maintenance, precision agriculture and inventory management.
There also no need to purchase drone hardware and software, find a drone pilot, manage maintenance and operation, or acquire regulatory approvals.
Other related developments from around the markets include:
Nvidia founder and CEO Jensen Huang promoted AI in both Washington, D.C. and Beijing — emphasizing the benefits that AI will bring to business and society worldwide. In the U.S. capital, Huang met with President Trump and U.S. policymakers, reaffirming NVIDIA’s support for the Administration’s effort to create jobs, strengthen domestic AI infrastructure and onshore manufacturing, and ensure that America leads in AI worldwide. In Beijing, Huang met with government and industry officials to discuss how AI will raise productivity and expand opportunity. The discussions underscored how researchers worldwide can advance safe and secure AI for the benefit of all. Huang also provided an update to customers, noting that NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon. Finally, Huang announced a new, fully compliant NVIDIA RTX PRO GPU that “is ideal for digital twin AI for smart factories and logistics.”
Advanced Micro Devices delivered its comprehensive, end-to-end integrated AI platform vision and introduced its open, scalable rack-scale AI infrastructure built on industry standards at its 2025 Advancing AI event. AMD and its partners showcased: How they are building the open AI ecosystem with the new AMD Instinct™ MI350 Series accelerators; The continued growth of the AMD ROCm™ ecosystem; The company’s powerful, new, open rack-scale designs and roadmap that bring leadership rack-scale AI performance beyond 2027. “AMD is driving AI innovation at an unprecedented pace, highlighted by the launch of our AMD Instinct MI350 series accelerators, advances in our next generation AMD ‘Helios’ rack-scale solutions, and growing momentum for our ROCm open software stack,” said Dr. Lisa Su, AMD chair and CEO. “We are entering the next phase of AI, driven by open standards, shared innovation and AMD’s expanding leadership across a broad ecosystem of hardware and software partners who are collaborating to define the future of AI.”
Palantir Technologies, a leading provider of AI systems, and Accenture Federal Services, a leading U.S. federal technology company and subsidiary of Accenture LLP (NYSE: ACN), today announced a landmark strategic partnership, naming Accenture Federal as a Palantir preferred implementation partner for U.S. federal government customers. Palantir, a leading provider of AI systems, and Accenture Federal Services, a leading U.S. federal technology company and subsidiary of Accenture LLP, today announced a landmark strategic partnership, naming Accenture Federal as a Palantir preferred implementation partner for U.S. federal government customers. Together, the companies will deploy commercial-grade, AI-powered solutions to address federal agencies’ highest priority operational challenges, from optimizing and orchestrating mission-critical workflows to enhancing decision-making and increasing operational resilience. As part of the collaboration, Accenture Federal Services and Palantir will partner to train and certify Accenture Federal’s Data & AI team of 1,000 professionals on Palantir Foundry and Artificial Intelligence Platform (AIP) to establish a premier joint delivery capability of cutting-edge automation for the federal government.
Meta Platforms announced that the company's second quarter 2025 financial results will be released after market close on Wednesday, July 30, 2025. Meta will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. The live webcast of the call can be accessed at the Meta Investor Relations website at investor.atmeta.com, along with the company's earnings press release, financial tables, and slide presentation.
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