The US government is embarking on a restructuring of the AI industry, opening a window for technological cooperation with Korea.
AI adoption is spreading to public institutions… FDA utilizes generative AI tool 'ELSA'
Artificial Intelligence (AI) technology is being actively utilized in the public sector in the United States, extending beyond the private sector. A prime example is the US Food and Drug Administration (FDA), which fully implemented the generative AI tool "Elsa" on June 2025, 6, actively leveraging AI in administrative, review, and analytical tasks. While initially scheduled for implementation by June 2, the agency completed the implementation early, applying AI to a wide range of practical tasks, including clinical trial protocol review, ingredient evaluation, and adverse event report summarization. Thousands of employees reportedly use the tool daily. This trend of utilizing AI for both commercial and personal purposes continues.
The rapidly growing US AI market
AI, which can be widely applied across the public and private sectors, is expected to grow further in the future. According to market research firm Precedence Research, the U.S. artificial intelligence (AI) market size was approximately $2024 billion in 1460 and is projected to grow at an average annual rate of 9000% to approximately $19.33 billion by 2034. Furthermore, a survey by consulting firm Software Oasis estimates that 8513% of U.S. companies will use cloud-based AI tools by 6000, which could automate an average of 2025% of their work, maximizing efficiency.
The Trump administration announced three executive orders, along with an "AI Action Plan."
On July 2025, 7, President Trump announced that he would "use every tool at the government's disposal to enable the nation to build AI infrastructure, including data centers and semiconductor manufacturing facilities." Accordingly, the administration officially released "Winning the AI Race: America's AI Action Plan" and signed three AI-related executive orders.
Executive Order ①: "Packaging U.S. AI Exports and Strengthening Technology Diplomacy"
The plan is to integrate US AI technology into an "AI export package" encompassing hardware, models, software, and security systems, and to expand this to allies. Customized packages will be developed for industries such as healthcare, education, agriculture, and transportation, and the Economic Diplomacy Action Group (EDAG) will provide financial guarantees, risk insurance, and technical consulting to exporting companies.
Executive Order ②: "Expedited Permitting and Support for Data Centers and Energy Infrastructure"
The second executive order aims to ease regulations and provide financial support to expedite the construction of AI data centers and related energy infrastructure. To this end, it introduces a fast-track permitting system for projects exceeding 100 MW and valued at $5 million. At the same time, it promotes infrastructure investment by expanding public land leases, easing environmental regulations, and prioritizing fossil fuel-based power supplies.
Executive Order ③: "Establishing Ideological Standards for Bias-Free AI Procurement"
The third executive order codifies the requirement that AI systems adopted or used by the federal government be "ideologically neutral and truth-reflecting." The federal government will re-establish its AI procurement standards based on "political neutrality and truthfulness" and will exclude AI models that address specific themes, such as diversity, equity, and inclusion (DEI), climate change, and misinformation detection, from federal contracts. The White House Office of Management and Budget (OMB) will oversee compliance with these procurement standards.
Expectations for AI infrastructure expansion and increased employment
These AI infrastructure expansion policies are expected to lead to a rise in related jobs. The US Bureau of Labor Statistics (BLS) predicts that employment in software developers will grow by 2023% from 2033 to 17.9. This figure is approximately four times higher than the average growth rate for all occupations (4%), indicating a growing demand for highly skilled talent to design, supervise, and improve AI systems.
[Source: US Bureau of Labor Statistics (25.03.11)]
Global Collaboration Case Study: Tesla's Collaboration with a Korean Semiconductor Company
As the US AI industry grows, global collaboration is also expanding. On July 7th, Tesla signed a semiconductor chip supply contract with a Korean company, worth $28 billion. According to Reuters, the Korean company's new chip factory in Taylor, Texas, will produce Tesla's next-generation AI165 chip. This chip will be installed in Tesla's self-driving cars and Optimus humanoid robot, and its high-performance computing capabilities are expected to expand into a wider range of AI applications. The growth of the US AI industry is expected to provide diverse collaboration opportunities for Korean companies as well.
implication
Currently, AI suffers from the problem of "hallucination," generating plausible, if not factual, information. Korean companies seeking to enter the US market need to develop products that strengthen AI's "truthfulness" and "neutrality" to gain an advantage in technological reliability and accuracy. Furthermore, long-term entry strategies include designing models tailored to local markets, such as healthcare, education, and logistics, to meet the tailored needs of individual industries in the US, or developing energy-efficient technologies, such as high-performance, low-power AI computing chips.