U.S. Export Promotion Executive Order "AI Stack" (www.hyperdimensional.co)

The piece reflects on Executive Order 14320, “Promoting the Export of the American AI Technology Stack,” which directs U.S. agencies to create a program that helps export a “full stack” of American AI — from chips and data-center hardware to data pipelines, models, security measures, and application-layer software. The goal is to accelerate construction of AI-focused data centers abroad using development finance, preserve U.S. leadership across semiconductor design, cloud services and AI models, address foreign “sovereign AI” concerns, and create a future governance lever by concentrating critical compute in trusted operators. The author (the E.O.’s primary drafter) clarifies the stack’s five components and uses OpenAI’s Stargate/OpenAI for Countries example to show how industry already offers near–full-stack solutions. The author argues a key implementation mistake was requiring multi-company “consortia” to bid as single full-stack offers, which created needless complexity and could stifle existing commercial dealmaking. The practical fix: accept proposals from individual firms that can credibly demonstrate they cover the stack components (or coordinate commercially), making the program easier to run and more aligned with market realities. For AI/ML practitioners and policymakers this matters because the structure of export support will shape where infrastructure gets built, which models run where, how ecosystems form around U.S. technology, and how feasible future compute-based governance or export controls will be.