Wall Street Journal: Trump plans to appoint Zuckerberg, Huang, and Ellison to PCAST, creating a "national AI team for the United States."

In 2026, as the competition in artificial intelligence (AI) intensifies, the Trump administration is attempting to integrate Silicon Valley's most powerful minds and capital into the national system. According to the latest reports , Trump plans to reorganize the Presidential Council of Advisors on Science and Technology (PCAST) and invite Meta CEO Mark Zuckerberg, NVIDIA CEO Jensen Huang, and Oracle founder Larry Ellison to join, directly involved in formulating future US AI and emerging technology policies.

This appointment aims to ensure that the United States maintains its absolute advantage in AI semiconductors, cloud infrastructure, and global regulatory frameworks through cooperation between industry and government.

"The AI ​​National Team": From Hardware Sovereignty to Software Applications

The addition of these three tech giants represents the three pillars of the US AI industry chain:

• Jensen Huang (Nvidia): Hardware and Export Controls. As the dominant player in AI chips, Huang's involvement is seen as crucial to stabilizing the semiconductor supply chain and precisely formulating technology export controls to China.
• Zuckerberg (Meta): Infrastructure and social platforms. Zuckerberg has previously pledged to invest $600 billion in data centers in the U.S. by 2028. His role at PCAST ​​will focus on the adoption of AI applications and open-source policies.
• Allison (Oracle): Enterprise Cloud and Security. As a long-time Trump supporter, Allison will contribute his extensive experience in enterprise-grade AI infrastructure and data security.

In addition to the three giants, Google co-founder Sergey Brin is reportedly among the initial 13 industry members, and the committee could expand to 24 members in the future.

David Sacks leads a discussion on the intersection of AI and cryptocurrency policy.

Notably, David Sacks, the White House director for AI and cryptocurrency affairs, will serve as co-chair of PCAST. This sends a clear signal: in the Trump administration's vision, the computing power requirements of AI and the decentralized financial architecture of cryptocurrencies will no longer be independent parallel lines, but rather form the twin engines of a "new American financial and technological frontier."

"Through this list, Trump is announcing to the world that America's AI policy is no longer being developed behind closed doors by bureaucrats, but is being steered by the most technically savvy people."

The balance between regulation and innovation

Although the final list has not yet been officially confirmed, the news has been widely disseminated by multiple media outlets and social media platforms. Analysts believe that Trump's move is an attempt to strike a balance between "deregulation to promote innovation" and "ensuring technological security to mitigate risks." For investors, this means the US AI industry will receive stronger policy support and financial subsidies in the future, especially semiconductor stocks related to "hardware sovereignty" and data center operators related to "infrastructure dividends."

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