New Delhi, February 2026 — In a direct pitch to global partners at the India AI Summit, a White House AI adviser has urged nations to adopt the “American AI Stack” as their foundational technology. The call comes as the U.S. government reveals a massive $1 trillion investment plan to maintain its lead in the global intelligence race.
What the administration calls a “vision for shared prosperity,” critics and proponents of sovereign AI may see as a strategic attempt to ensure the world remains dependent on American silicon and software.
The Three Pillars of the U.S. AI Action Plan
The White House outlined a clear roadmap for global AI dominance, built on three specific goals:
- Infrastructure Overdrive: The U.S. is moving to “unlock” massive infrastructure projects, focusing on the energy grids, gas turbines, and nuclear power required to fuel the power-hungry GPUs and TPUs that drive modern AI.
- Deregulated Innovation: The plan seeks to “unleash” giants like OpenAI, Anthropic, and Google by stripping away the regulatory “red tape” that has historically slowed tech development in the West.
- The Global Export: The final piece is ensuring the world adopts American chips (Nvidia, AMD), American models, and American applications as their primary “bedrock”.
A Strategic Pitch to India
Addressing the “Sovereign AI” movement in India, the adviser suggested that the most efficient path forward for New Delhi is to build on top of American hyperscalers rather than competing at the infrastructure level.
With U.S. companies projected to spend a minimum of $600 billion on AI training and data centers next year alone, the White House argues that allies should leverage this trillion-dollar momentum to power their own local applications.
Autonomy vs. Adoption
The U.S. maintains that this partnership does not require India to sacrifice its “strategic autonomy.” Instead, it suggests that Indian companies focus their energy on:
- Local Language Support: Tailoring models to India’s diverse linguistic landscape.
- Cultural Context: Ensuring AI reflects local values and norms.
- Low-Latency Inference: Building the final layer of delivery on local soil while using American “sovereign compute” for the heavy lifting.
The $1 Trillion Bedrock
The underlying message to the summit was clear: America intends to be the “utility provider” for the AI era. By making the American stack “amazing and easy to do business with,” Washington hopes to prevent a fragmented global market where different nations build incompatible, localized systems.
Bottom Line
The “American AI Stack” pitch is a calculated move to set the world’s defaults. While India is encouraged to innovate, the White House is making it clear that the most advanced “yantras” (machines) of the future should ideally run on American “mantras” (code and chips). For the U.S., the goal is to make their technology the oxygen of the global intelligence era—invisible, essential, and omnipresent.
