Former U.S. President Donald Trump recently attended an event at the Andrew W. Mellon Auditorium in Washington, where he officially signed and unveiled an executive order concerning the development of artificial intelligence (AI). The core of this policy aims to strengthen U.S. autonomy and national security in the AI sector, explicitly excluding any form of technical cooperation or resource sharing with China. The background of this move stems from the intense competition between the U.S. and China in recent years across key technological fields such as semiconductors, cloud computing, and generative AI.

As the world's two largest economies, the U.S. government has long viewed artificial intelligence as a strategic high ground that determines future national competitiveness. The signing of this executive order is not only a major declaration of U.S. domestic technology policy but also has profound implications for the global technology supply chain and the landscape of transnational research and development cooperation.

According to cross-referenced reports from multiple media outlets, the confirmed facts are as follows: Trump has indeed signed the executive order, and the specific provisions of the order explicitly set strict limitations on interactions between the U.S. and China in the AI field. This policy shift is consistent with the context of previous U.S. government policies regarding export controls and chip bans, demonstrating that the U.S. has adopted a tougher protectionist stance on AI governance.

Media outlets have reported on the timing and implementation details of the order, confirming that the policy has officially entered the execution phase. It was publicly announced via the official U.S. website, America.gov, indicating that this is the highest-level policy guidance currently adopted by the U.S. regarding AI development.

However, there are significant information gaps and areas requiring verification regarding the details and scope of impact reported by the media. Some reports focus on specific termination clauses for international cooperation agreements within the executive order, but there is currently no unified official explanation as to whether the order will be retroactive, affecting ongoing transnational academic exchanges or corporate cooperation projects. Furthermore, interpretations differ among media outlets regarding how the order specifically defines the scope of "cooperation," such as whether it includes basic research, open-source code sharing, or personnel exchanges. Due to the lack of detailed regulations, the industry remains in a wait-and-see and evaluation phase regarding how this policy will affect the existing global technology ecosystem, and a consensus market expectation has yet to form.

This policy has had a direct and concrete impact on the technology industry and public governance in North America. For U.S.-based AI R&D companies, this means they must re-examine their supply chains and R&D partners to comply with government requirements. At the same time, this may lead to a redistribution of global tech talent, as some multinational corporations may adjust their R&D footprints in North America in response to policy risks. At the public policy level, this move may force other countries to take sides in the U.S.-China tech competition, thereby affecting the formulation of global AI standards and potentially leading to the risk of fragmentation in the global technology governance system.

Although the policy has received some support within the U.S. on the grounds that it helps safeguard national security and technological leadership, different perspectives have also raised warnings. Some industry experts point out that AI development is highly dependent on the flow of global talent and data, and excessive restrictions on international cooperation could lead to a slowdown in technological innovation or even trigger a vicious cycle of technological barriers. In addition, the academic community is concerned that this move will severely hit transnational scientific research cooperation and limit breakthroughs in basic science. Therefore, the outside world should not over-interpret the order as a simple technological blockade, but rather view it as an attempt by the U.S. to seek a balance between national security and global technological competition; its long-term economic benefits and technological impacts still need to be tested by the market and time.

Future observation will focus on several key areas: first, the specific implementation details of the executive order, particularly when compliance guidelines for companies and academic institutions will be released; second, the Chinese government's response to this policy and whether it will take countermeasures, which could affect the stability of the global semiconductor and AI industry supply chains; and finally, how technology companies in North America will adjust their globalization strategies to cope with the increasingly severe international political environment. All sectors will closely monitor the long-term evolution of this policy regarding future global AI technical standards, models of transnational R&D cooperation, and geopolitical games, while continuing to assess its potential impact on global economic growth.