It's not only Trump. Before leaving Biden already ordered the DoE and the DoD to lease sites for data centers and energy generation. The only reason we don't see a "Department of AI" or a "National AI Agency" is due to how the military industrial complex works, and a lot of lobbying I'm sure.
[1] https://www.scmp.com/tech/policy/article/3295662/beijing-mee...
[2] https://www.insideglobaltech.com/2025/01/20/biden-administra...
[3] https://www.utilitydive.com/news/biden-doe-dod-lease-sites-a...
[4] https://www.technologyreview.com/2025/01/21/1110269/there-ca...
Musk cannot ban Chinese autos from the US market, but the government can. Same goes for Tiktok, Zuck cannot force Americans not to use it. AI is the next battlefield and further bans will be coming down the line to make sure the investment is protected.
Keeping BYD out won't help if all the other car makers also catch up. If BYD pulls far enough ahead they could just create a US division and make cars here like Toyota and Nissan do. Nissan is on the ropes, so maybe BYD could just buy them and make that their US brand and get all their factories and supply chains.
If Tesla kept iterating on the Model 3, released the Model E, and Musk stayed out of divisive politics that alienate customers, Tesla had a chance to own the mainstream of the US auto market for the next 50 years. I'd say that's gone now.
That's certainly not a thing that's ever happened before. /s
One of the broken parts of the American system is permitting. Trump can sidestep that by letting this be built on federal land. That, in turn, unlocks investment.
Beyond that, DoD and DoE are massive buyers of compute. Seeding the venture with purchase agreements from them de-risks the project further.
Finally, by Trump putting his name to it he assigns it his bully pulpit's prestige. (Though that doesn't appear to have carried over to Musk, who's already taking pot shots at it.)