According to @KobeissiLetter, President Trump said he will sign a 'one rule' Executive Order on AI this week and stated, 'You can’t expect a company to get 50 approvals every time they want to do something'; source: The Kobeissi Letter on X, Dec 8, 2025. The post signals near-term timing for a US AI policy action focused on simplifying approval processes, while providing no EO text, scope, agency details, or implementation guidance; source: The Kobeissi Letter on X, Dec 8, 2025.

According to the source, a new executive order by Trump aims to fuse federal data, supercomputing, and AI to accelerate discoveries across energy, biology, and national security. According to the source, this signals a federal push into AI compute and data fusion that traders can treat as a policy catalyst for AI infrastructure narratives across equities and digital assets. According to the source, traders may monitor themes around high-performance computing capacity, AI training resources, and federal data-integration initiatives for potential sector momentum.