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Trump Pledges to Boost AI Use and Exports (WSJ. 20250723)
President Trump is expected to sign executive orders at a tech industry event in Washington later today, putting his AI plan to boost the U.S. tech sector into effect. The administration said the plan would make it easier for tech companies to build the data centers needed to train AI models and fuel those data centers. Trump's plan embraces proposals that tech companies like OpenAI and Meta have been asking for, citing what they argue are the benefits for the economy and national security risks of falling behind competitors like China. Elsewhere, Walmart is reworking its artificial intelligence efforts. The company said it has hired Daniel Danker as the head of global AI acceleration product and design. Daniel previously served as chief product officer for Instacart. The company has also introduced a string of new AI tools like an AI bot that allows store workers to practice interviews for new roles virtually, and a tool to automatically schedule worker shifts. After the bell, Tesla and Google's parent company Alphabet reported earnings. Tesla's net income plunged 16% in the second quarter, signaling further declines at the company. The company's automotive vehicle deliveries were down 13% from a year earlier. Tesla also reported adjusted earnings per share of 40 cents, matching analysts expectations. Alphabet reported a 14% jump in year-over-year revenue. The company also recorded total revenue of $96.4 billion in the second quarter, which grew at a faster rate than the first quarter's 12%. The surge in earnings was driven by growth in its cloud division.
트럼프가 한 기술산업 행사에서 미국 AI를 지원하는 계획에 대한 행정명령을 내릴 예정임. AI 모델을 학습시키기 위한 데이터 센터를 구축 및 활성화하기 위해 지원하는 계획임. 이 계획은 OpenAI 및 Meta가 국가 경제 및 안보를 위해 그리고 중국에 뒤쳐지지 않기 위해 필요하다고 주장해왔음. 한편, 월마트도 AI에 노력하고 있음. 온라인 식품 배송업체 Instacart의 전 최고제품책임자를 AI 가속화 제품 및 설계 총괄로 채용했음. 월마트는 직무 변경 시 인터뷰를 위한 연습을 지원하고, 업무 시간 일정을 자동화하는 등 여러 AI 툴을 도입함. 한편, 장 마감 후 테슬라와 알파벳이 실적을 보고함. 테슬라는 2분기 순수익이 16% 하락함. 전기차 출하량이 전년 대비 13% 떨어짐. 조정 후 주당 수익은 40센트임. 알파벳 배출은 전년 대비 14% 상승함. 매출은 전분기 대비 상승함. 클라우드 부문이 이번 성장을 견인했음