September 24, 2025

The National AI Action Plan: Opportunities for Early Movers

The Opportunity for Early Movers

In July 2025, the White House launched the National AI Action Plan and passed the Big Beautiful Bill, unlocking over $100 billion in AI funding, a 300% increase in AI-related discretionary funding across key mission agencies.

INFRASTRUCTURE + ENERGY

$1 billion to expand grid reliability, power co-siting for AI data centers and an additional $500 million for energy grid updates and substation buildouts

SECURE INFRASTRUCTURE ZONES

$250 million to establish shared AI R&D infrastructure with private sector, along with matching funds for local AI zones for metro/regional innovation consortiums

COMPUTE + R&D

$150 million to develop self-improving models and sovereign AI tools, and another $250 million to develop secure deployment and inference environments

RURAL HEALTH TRANSFORMATION

$10 billion to support rural hospital systems through investments in AI-enhanced diagnostics, care coordination and monitoring

Early movers — states, private developers, agencies and investors — can now lead the charge in building and deploying the systems that will define U.S. competitiveness.

How A&M Can Help

  • Guide high-impact federal delivery
  • Align state and local infrastructure plans
  • Accelerate private sector readiness
  • Structure public–private AI partnerships

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