Trump: AI Is "Bigger Than the Internet"
Trump: AI is bigger than the Internet.
The president is all in on AI, and he just said the quiet part out loud.
What He Said
In a new interview, Trump described the AI industry as "the industrial revolution, but bigger" and "the internet, but much bigger."
He said he does not want the U.S. to turn it off, citing the amount of money flowing into the sector.
Trump also defended building more data centers domestically, arguing that "if we don't build them, they'll be built someplace else," and specifically pointed to competition with China for that infrastructure.
The Bigger Picture
TIME also asked whether the government could pursue Intel-style equity stakes in frontier AI companies such as OpenAI and Anthropic.
"I might. Maybe I could do that," Trump replied, while rejecting the idea of nationalizing frontier AI labs.
The comments follow a White House push to rebrand AI policy around speed and American dominance. Trump has repeatedly framed the race against China as the defining tech contest of the decade.
The data center angle is the real trade here. Trump explicitly tied AI infrastructure to national wealth, saying data centers make people and states wealthy.
That is a green light for the entire AI capex complex: chips, power, networking, and construction.
What This Means for the Market
Presidential backing for the AI buildout is rocket fuel for the trade. The core names to watch: Nvidia, Microsoft, Meta, and Broadcom.
Data center and power plays also benefit from the "build them here" rhetoric. Any hint of government equity stakes in private AI labs would be a seismic headline for the sector.
On the options side, NVDA weeklies are the perennial vehicle for AI headline chasing. Expect call sweepers in mega-cap tech if this rhetoric escalates into actual policy or funding announcements.
Track the flow on Unusual Whales news before the next headline drops.