The White House Is Quietly Picking AI’s Biggest Winners

Washington, D.C., last week

I wasn’t there, but imagine it played out something like…

The ballroom at the U.S.–Saudi Investment Forum is packed – diplomats, CEOs, billionaires, security everywhere.

Then the room shifts.

Tech billionaire Elon Musk walks in.

Right beside him: Jensen Huang, the CEO of Nvidia Corp. (NVDA), the company powering the AI Revolution.

They take the stage. No hype. No theatrics. Just a quiet announcement that sends a jolt through the crowd.

Saudi Arabia is backing one of the most ambitious AI projects ever attempted – a hyperscale data center built around 600,000 GPUs from Nvidia.

Musk confirms xAI will be the first customer.

A nation-state is building a supercenter for a single private company.

It had to be one of those moments when everyone in the room realizes the future just jumped forward.

Let’s put it in perspective…

This single project will consume 500 megawatts of Nvidia hardware alone. Advanced Micro Devices Inc. (AMD), Qualcomm Inc. (QCOM), and Cisco Systems Inc. (CSCO) will help deliver another gigawatt of AI silicon and infrastructure by 2030.

That’s the scale of national energy grid projects – not tech firms.

And that’s exactly the point.

AI is no longer driven solely by Silicon Valley.

Governments, sovereign wealth funds, and national priorities are shaping it. Power blocs are now directly funding – and effectively choosing – which AI platforms and chipmakers will dominate the next decade.

For investors, that matters.

Companies nobody talked about a year ago are suddenly doubling, tripling, or even quadrupling after a single announcement:

A government stake…

A partnership…

A federal contract…

And the stock erupts.

Last week, Saudi Arabia made its move.

Washington is doing the same.

And as I’ll show you today, the administration isn’t just subsidizing AI growth – it’s picking winners.

And when Washington anoints a winner, stocks don’t just rise… they explode.

So today, we’ll walk through why this shift is so significant – and why I’ve prepared a new briefing on what I believe could be the next D.C.-backed winner.

But first, let’s break down exactly what’s happening here…

Washington’s New AI Strategy: Becoming a Powerful Venture Capitalist

America just entered the biggest technological arms race since the dawn of the nuclear era… and the administration is treating victory as a national-security emergency.

First came Executive Order 14179. Then, a 28-page AI Action Plan.

Next, billions in CHIPS Act funding. New trade-tech allocations, federal partnerships with OpenAI, and fresh Pentagon AI directives.

And now: the Office of Strategic Capital – an agency designed to invest directly in critical material and technology firms.

This is not ordinary policy.

As I explain further in my newest free broadcast, this is an AI Manhattan Project.

Government-Backed AI Winners Are Outperforming the Market

For the first time in modern history, the U.S. government isn’t just subsidizing technology… it’s taking equity stakes.

For example…

Examples:

• Pentagon: 15% stake in MP Materials Corp. (MP)+ $150 million loan to boost rare earth production
• White House: 10% stake in Intel Corp. (INTC), worth $8.9 billion
• Department of Energy: 5% stake in Lithium Americas Corp. (LAC) + project financing for the Nevada project
• Pentagon: $35.6 million for a 10% stake in Trilogy Metals Inc. (TMQ) for critical mining in Alaska

Every one of them surged at least high double-digits after receiving the White House stamp of approval. Most soared by 100% or more.

A few ripped as much as 400% in a week.

My paid members at Innovation Investor had the opportunity to harvest gains of 228%-plus after…

We’re talking violent re-ratings driven by the most powerful capital allocator on Earth.

And here’s the key.

This is only the beginning.