America vs. China – The AI Race Is On, And Trump Has a Plan

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In the remote desert regions of Northwestern China lies one of the training grounds for the next global conflict.

But you won’t find any soldiers running laps or practicing with their weapons downrange.

No tanks either.

Instead, at first glance, you’ll see what looks like a power station. Or maybe a quiet office building.

But what you’re really looking at is something much bigger – and more dangerous.

It’s one of a growing number of massive data centers sprouting up like weeds in the wide-open, uninhabited land.

There’s a method to this madness. This is where the Chinese can build fast, at scale and in secret.

According to an investigation by Bloomberg, China’s Xinjiang region is where America’s top global competitor plans to train the next generation of artificial intelligence.

Chinese companies are building around 40 data centers here, and they’re hoping to somehow skirt export restrictions and get their hands on upward of 115,000 high-powered chips made by NVIDIA Corporation (NVDA).

Why? Because they know what’s at stake.

They already know what most Americans haven’t realized yet.

We’re now fighting the Cold War 2.0.

This is a new kind of arms race. It’s not about nuclear weapons… or even about land or oil. It’s not about capitalism vs. communism.

It’s about who leads the world in AI.

In just a moment, I’ll show you how this global arms race could unlock one of the most overlooked investment opportunities in the AI market.

And why the companies I’ll reveal tonight during my Trump’s AI Daysummit may be critical to America’s ability to win. (Register for your spot for that free event instantly here.)

A War to Control the Future

By 2030, China wants to be the global leader in artificial intelligence. They’re spending billions to make it happen.

As I mentioned earlier, the stakes couldn’t be higher. The country that wins this race will have an edge in:

• Military systems that can strike without warning
• Autonomous submarines and drone swarms
• Algorithmic propaganda that shapes how people think
• Surveillance tools exported to regimes around the world

We’ve already seen glimpses.

Just a few weeks ago, Secretary of State Marco Rubio’s voice was cloned in a convincing AI scam.

It wasn’t perfect. But it was close enough to fool people, including three foreign ministers, a U.S. governor and a sitting member of Congress.

And here’s the thing. It doesn’t take much sophistication to pull this off. All you need is decent AI software and about 15-20 seconds of audio.

Sure, AI voice clone scams have been around for a little while now. Right now, people can spot a fake about half the time. But by 2027, Deloitte says AI deepfake fraud could lead to $40 billion in losses.

The Rubio deepfake seems to have been a scam… but I want you to imagine a hostile foreign power doing something like this… before an election. Or before it decides to invade a certain island in the South China Sea.

This is where the AI race leads if we lose focus, folks.

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How America’s Response Is Starting to Take Shape

The good news is, we’re not standing still. I’ve mentioned in previous Market 360 articles that the Trump administration is fully on board with winning the AI race.

The U.S. tech industry is on board, too.

Right now, the U.S. is ramping up in a serious way – in partnership with Silicon Valley — and doing it fast…

• Project Stargate is a $500 billion public-private initiative backed by OpenAI, Microsoft Corp. (MSFT), Amazon.com Inc. (AMZN) and NVIDIA – all working to build out domestic AI infrastructure at a national scale.
• Elon Musk’s xAI is constructing what may become the largest AI data center in the U.S., just outside Memphis – complete with its own imported power plant.
• David Sacks – a PayPal co-founder, venture capital investor and now Trump’s White House AI and crypto czar – is pushing to cut red tape and fast-track AI buildouts before China pulls ahead. As he put it, “We’ve got to let the private sector cook.”
• Jensen Huang, CEO of NVIDIA, has become one of the most vocal proponents of “sovereign AI” – warning that nations who fail to control their own AI stacks risk becoming dependent on foreign systems that don’t share their values or priorities. (Think about that for a moment…)

Even Musk and Trump, who’ve had their share of public friction, seem to understand the same thing: If we don’t win this race, we may not get another shot.

This Is Why Trump’s AI Day Matters

If you’ve been following along with me lately, you know that I’ve mentioned the fact that back in January, just days after taking office, President Trump signed an Executive Order about AI policy.

At the time, it didn’t make many headlines.

But I believe it could go down as one of the most important policy moves of this decade.

It lays the groundwork for a full-scale national AI strategy. One that supports infrastructure, accelerates critical projects and puts U.S. companies in a position to lead.

Now, this policy is still in the planning stages. But on July 22, I believe the Trump administration will unveil it to the public.

If I’m right, we’re talking about a full-scale mobilization to enhance, modify and build out our AI capabilities through the entire U.S. economy and government.

It will be industrial policy unlike anything we’ve seen since World War II.

And in just a few hours, I’m going to go live and reveal what my research is telling me is in that plan.

I’m calling it Trump’s AI Day.

This is a chance to get positioned in front of what could become the biggest national tech buildout we’ve ever seen. And I’ve identified a handful of companies that I believe are aligned with Trump’s AI priorities.

These are not the Big Tech companies you see in headlines. In fact, they’re not even tech stocks.

They’re smaller. Quieter. And absolutely critical to what comes next.

They also have far more upside than the bigger stocks that are on most people’s radar.

These are the kinds of stocks I specialize in.

For example, I’ve recently recommended to my paid-up members stocks like…

• Powell Industries, Inc. (POWL) – a key player in the AI infrastructure buildout – with which we bagged a 111% gain.
• Axcelis Technologies, Inc. (ACLS) – which provides crucial equipment for fabricating AI chips – and led my readers to an 81% gain.
• And the fintech stock we hold right now, which uses AI to enhance its platform. Right now, we’re sitting on a nearly 600% gain.

Tonight at 8 p.m. Eastern, I’ll reveal the name of one of them — completely free of charge — during my special briefing.

Click here to save your spot instantly now.

And I’ll see you at Trump’s AI Day later tonight.

Sincerely,

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corporation (NVDA) and Powell Industries, Inc.(POWL)

DAILY ISSUE

China’s Shrinking Workforce = Your Biggest AI Opportunity Yet

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Not long ago, a video out of China started making the rounds.

It showed a group of robots trying to play soccer. They tripped, collided, and flopped around like toddlers at a Saturday morning soccer game.

At first glance, it was funny.

But when I looked closer, I realized something…

That robot soccer match might be one of the most important AI events of the year.

Even though it looked a little clumsy, it was still impressive. It showcased just how far robotics and AI tech have come.

Because the thing is, none of those robots were controlled by a human.

No joysticks. No commands. No programming on the fly.

These machines were reacting, learning, and adapting in real time. They were running on something called physical AI. It’s where artificial intelligence leaps out of the cloud and into the real world.

That’s a big deal.

You’re not going to hear this on CNBC yet… but the AI-powered robotics race is heating up.

Right now, China has the edge – but the Trump administration is determined to do everything in its power to catch up.

And there’s a group of little-known stocks that you can use to line your nest egg as this race shifts into overdrive.

See, I’ve long used stocks that are leading the pack in the AI boom to hand my paid-up subscribers the chance to close out trades for big gains. These include…

• Rambus, Inc. (RMBS), a chipmaker, for a 133% gain in 17 months
• Super Micro Computer (SMCI), which makes best-in-class servers for AI data centers, for a partial gain of 593% in 18 months
• And NVIDIA Corporation (NVDA) at a split-adjusted $1 back in 2016 – more than six years before AI went mainstream with the release of ChatGPT.

But now, the next wave of the AI boom is here. And tomorrow, at 8 p.m. Eastern, I’m taking part in a special broadcast where I’ll lay out what’s next and how you can profit. I’ll even reveal the name and ticker symbol of one of my top picks.

Reserve your spot automatically for this free event here.

Now, in just a moment, I’m going to explain the real reason why the robotics race is heating up right now.

It has little to do with helping Chipotle make burritos with fewer employees or Elon Musk’s “humanoid” robots…

But first, a quick introduction.

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The Physical AI Race Is On…

The AI headlines are still focused on chatbots and the large language models (LLMs) that empower them.

But the mainstream media is missing the fact that AI is stepping off the screen and into the real world.

Robots are sorting and packing in Amazon warehouses. Autonomous servers are weaving between tables at busy restaurants.

Soon, they’ll be laying brick, pouring concrete, and finishing drywall.

One day, they’ll even assist with surgeries. Or help care for your elderly parent.

We’re closer than you think…

Earlier this year, 21 humanoid robots ran alongside human athletes in a half-marathon in Beijing. Six of them finished.

The fastest one completed the race in under 2 hours and 41 minutes, not far behind the average human time.

Source: AP News

But most of the public is ignoring what’s happening right before their eyes – and why this is one of the biggest opportunities of the decade for investors.

Because, as it turns out, there is a profound reason why so many of these robotics demonstrations are happening in China…

The Stakes Are Rising

This robot soccer game and half marathon were more than just publicity stunts.

See, China is engaged in a high-stakes race for physical AI.

According to Morgan Stanley, China’s robotics market is expected to more than double by 2028 – from $47 billion to $108 billion.

There’s a big reason why China is making all these robots. It’s the “real reason” why the robotics race is heating up that I mentioned earlier.

The fact is, they’re running out of people.

The country’s population is shrinking, and its workforce is aging. Meanwhile, China’s birthrate is hitting record lows.

More than 200 million people in China are already over 65. By 2050, that number will grow so fast that one in every three citizens will be elderly.

That’s a civilization-threatening crisis – and the government knows it.

Now, China can’t force people to have more babies. So, instead, they’re pouring resources into the one solution that doesn’t require more people: robots.

Last year alone, China built over 280,000 industrial machines designed to work in factories. Their goal is to install millions more in the years ahead. Research shows they’re on track to have more than 300 million humanoid robots in service by 2050 – almost four times the number expected in the U.S.

In other words, China is turning automation into a national strategy.

But the U.S. can’t let them win.

One of Morgan Stanley’s analysts put it like this:

“China’s lead in AI-robotics may need to widen before rivals, including the U.S., pay closer attention.”

I don’t know about you, but I’d rather not wait until we’re four laps behind to start caring about it.

Thankfully, the Trump administration understands this. That’s why they’ve been quietly putting together a national AI strategy.

And by July 22, I’m predicting that the administration will reveal its grand strategy to the public.

I’m calling it Trump’s AI Day.

That’s the moment I believe everything changes.

My research indicates President Donald Trump is preparing to go public with a plan to propel America to dominance across everything AI: software, robotics, self-driving cars, data centers, and more.

We’re talking about a real plan to reshape how America builds, powers, and deploys next-gen AI systems.

Once in place, it’ll be the closest thing we’ve had to an industrial policy since World War II.

If I’m right, this announcement won’t just make headlines – it could move markets.

Because when capital starts flowing toward the enablers of this strategy, I believe a handful of overlooked companies could rocket higher.

I’ve Seen This Before

See, I’ve been tracking big tech shifts for more than four decades now.

From personal computing in the ’80s… to the dot-com boom… to smartphones, cloud, and now AI.

And if there’s one thing I’ve learned, it’s this:

The biggest money doesn’t come from what everyone’s talking about.

It comes from the second wave – the phase that’s already happening but hasn’t hit the front page yet.

That’s where the real transformation begins.

And that’s exactly what’s happening with AI right now.

When you think about AI taking physical form – building, delivering, reacting – the scale gets enormous fast. And so do the challenges.

You don’t just need good software.

You need systems that can withstand heat. Machines that can run nonstop. Infrastructure that can power, cool, and connect thousands of AI-driven devices.

The AI we know today lives in the cloud. The biggest challenge, so far, has been building enough data centers. But physical AI will operate in warehouses, factories, and homes – and it’s going to need a lot more than algorithms to function.

This is what most investors are completely missing right now.

They’re still focused on NVIDIA Corp. (NVDA) and Microsoft Corp. (MSFT) – the companies that kicked this all off.

But if you want to make real money in the next phase, you need to look beneath the surface.

This is how I was able to find stocks like…

• Powell Industries, Inc. (POWL) – a key player in the AI infrastructure buildout – and bag a 111% gain
• Axcelis Technologies, Inc. (ACLS) – which provides crucial equipment for fabricating AI chips – and lead my readers to an 81% gain
• Or the fintech stock we hold right now, which uses AI to enhance its platform. Right now, we’re sitting on a nearly 600% gain.

Because the next leg of the AI Boom will be powered by companies most people have never heard of.

How to Profit From Trump’s AI Day

The robots aren’t going to build themselves. They’re not going to power themselves. And they’re definitely not going to mass-produce themselves.

That’s where a handful of small companies come in.

These aren’t chipmakers. They aren’t software firms. They’re not on the front page of The Wall Street Journal. Yet.

But their work is essential.

They’re the quiet enablers of the Physical AI Revolution – the ones that supply the guts and backbone to make it possible.

And because most investors haven’t caught on yet, they’re still cheap.

I’ve found five companies I believe are best positioned to benefit from what’s coming.

They’re aligned with the Trump administration’s new AI directive. They’re critical to scaling physical AI. And they’re small enough to see explosive gains once capital starts pouring in.

You won’t hear their names on TV. Not yet.

But tonight, July 9, at 8 p.m. Eastern, I’m going to give you one of them – completely free of charge.

It’s all part of a special event I’m calling Trump’s AI Day – where I’ll break down the July 22 announcement that I believe will reshape the AI market… and show you how to position yourself before it hits.

Reserve your spot for Trump’s AI Day instantly right here.

Sincerely,

Louis Navellier

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corporation (NVDA), Powell Industries, Inc. (POWL) and Super Micro Computer, Inc. (SMCI)