Promoting the Export of the American AI Technology Stack

The order directs the Secretary of Commerce, in consultation with the Secretaries of State and Defense, the Secretary of Energy, and the Director of the Office of Science and Technology Policy, to establish the American AI Exports Program within 90 days. Commerce must issue a public call for proposals from industry-led consortia, each of which must propose a full-stack AI package covering hardware, data pipelines, AI models, cybersecurity measures, and sector-specific applications. Consortia must also identify target countries, describe ownership and operating models for data centers, and commit to compliance with U.S. export control and outbound investment rules. Commerce evaluates submissions on a rolling basis and designates selected proposals as "priority AI export packages."

The order then activates the existing Economic Diplomacy Action Group (EDAG), chaired by the Secretary of State, to coordinate federal financing in support of those designated packages — including direct loans, equity investments, political risk insurance, and technical assistance authorized under existing statutes. It does not itself fund any specific project; actual deployment depends on industry submissions, agency evaluations, and the availability of appropriations.

U.S. technology companies, chip manufacturers, cloud providers, data center operators, and software developers eligible to form industry-led consortia. Foreign governments and businesses in partner countries that may host or use the exported AI systems are also affected, along with federal agencies that must staff and fund the review and financing process.

American AI companies gain a structured federal channel for government-backed financing and diplomatic support when pursuing large overseas contracts. Foreign buyers in partner countries may receive preferential terms on U.S. AI infrastructure, potentially shaping which country's AI standards — and surveillance or governance norms — take root in those markets.

Commerce establishes the program and issues a public call for proposals within 90 days; industry consortia then have 90 days after that call to submit full-stack packages. Commerce evaluates submissions on a rolling basis in consultation with State, Defense, Energy, and OSTP, and designates winners as priority packages. The EDAG — already chaired by the Secretary of State — then coordinates federal financing tools on behalf of those winners. No new agency is created; implementation relies on existing financing authorities and EDAG coordination. Actual deployment depends on industry uptake and appropriations availability.