And despite the removal of the AI regulation ban, Bickley said, “it does signal that Washington is seriously considering a national AI framework. Tech leaders investing in genAI today should plan for a regulatory layer tomorrow, which will likely focus on explainability, auditability, and training data integrity.”
Permanent R&D and capital expensing provisions could turn the tax code into a “strategic lever,” he noted. “CIOs and CTOs now have a clear financial incentive to anchor AI training, cloud deployment, and cybersecurity tooling on US soil. For organizations with global architecture, this could reshape their location strategies around data, compute, and compliance.”
In addition, defense allocations for cyber-resilient supply chains, domestic manufacturing, and AI-adjacent technologies could give IT ”a rare but crucial chance to renegotiate vendor SLAs around security baselines,” he said.
