President Donald Trump appointed 13 tech executives to a presidential council that will advise the White House on AI policy, export controls, and science strategy.

Who’s On The Council

The heavyweights include Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang, Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg, Oracle Corp. (NYSE:ORCL) Executive Chairman Larry Ellison, Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su, and Alphabet Inc. (NASDAQ:GOOGL) co-founder Sergey Brin.

Dell Technologies Inc. (NYSE:DELL) CEO Michael Dell and venture capitalist Marc Andreessen round out the headline names. David Sacks, Trump’s AI and crypto czar, will co-chair alongside White House science advisor Michael Kratsios.

Follow The Money

Meta, Google, and Nvidia each contributed $1 million to Trump’s inauguration committee.

Ellison’s Oracle is part of the consortium that took over TikTok’s U.S. operations, a deal Trump approved by executive order.

Andreessen has donated to Trump-aligned super PACs.

These are the companies and players that stand to benefit most from lighter AI regulation, and they’re now formally advising the White House on what that regulation should look like.

Lighter regulation, state law preemption, and faster data center approvals help all of these companies, but nobody stands to benefit more than Nvidia.

Don’t Expect The Industry To Slow Down

Elon Musk has spent years warning that AI poses a “fundamental existential risk for human civilization” and called for proactive regulation before it’s too late.

He has since launched his own AI company, xAI, which SpaceX acquired in February.

Zuckerberg publicly dismissed those warnings as “pretty irresponsible.” He’s now on the council. Musk is not.

Neither is anyone from the AI safety research community, academia, or civil society. The roster suggests the White House views AI as an economic race with China, not a technology that might need guardrails.

On Polymarket, a contract asking whether the U.S. will enact an AI safety bill before 2027 is trading at 55%.

The White House released a legislative framework last week calling on Congress to preempt state AI laws in favor of a single “minimally burdensome” federal standard.

NVDA is up roughly 1.4% to $177 today in a broad risk-on rally.

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