Editor's note: The AI boom is accelerating – and according to Joel Litman of our corporate affiliate Altimetry, a surge in public and private investment is putting the U.S. at the center of it. In this piece, adapted from the free Altimetry Daily Authority daily e-letter, Joel explains how AI is reshaping industries and expectations... and why this is a critical time to uncover the right AI investments.

Experts are predicting a seismic shift in artificial-intelligence ("AI") spending and technology.

Annual investments in data centers – the backbone of AI infrastructure – are expected to soar... from $300 billion to $900 billion worldwide by 2027.

On the tech side, autonomous agents are expanding the limits of AI. These AI agents are like chatbots... but more specialized and powerful. They're trained for specific tasks, like conducting deep research, designing coding solutions, and finding cybersecurity threats.

Companies – and entire countries – are working around the clock to develop and use these AI agents. In short, this technology is fueling a major geopolitical transformation.

Nations are scrambling to secure their positions in the AI-driven future. And the U.S. is emerging as a key player...

Federal funding, Department of Government Efficiency ("DOGE") mandates, and corporate initiatives are all cementing its leadership in AI.

Today, we'll dig deeper into this transformative era. Specifically, we'll explain how the U.S.'s public and private AI investments could shape the balance of power... and secure its dominance as a global tech powerhouse.

AI Leaders Are Rising in the U.S.

America has a long history of tech leadership. And its approach to AI is no different...

The U.S. currently holds about 70% of global "AI compute" – the resources needed to perform AI tasks. And it's quickly adopting this technology for all kinds of uses... including infrastructure and cybersecurity.

DOGE is leading this effort on the public side. It's recommending that federal agencies funnel billions of dollars into defense, research, and industry applications starting this year... all to secure U.S. dominance in advanced AI systems.

And the private sector is starting to notice. Companies like Nvidia (NVDA) and Microsoft (MSFT) are getting in on this massive AI shift...

Nvidia's graphics processing units power much of the AI infrastructure. And Microsoft's cloud-computing platforms are essential for scaling AI applications​​.

As demand for advanced chips and cloud services explodes, these firms are racing to boost their AI capabilities. Newcomers are also carving out their niches... by improving data-center efficiency and enhancing AI solutions.

But while AI is reshaping entire industries, it comes with some caveats...

Earlier, we noted that autonomous AI agents are performing highly advanced tasks once reserved for humans.

Yet these systems aren't perfect. And they cost a lot... Depending on their complexity, AI agents can cost up to hundreds of thousands of dollars to run. But like most technology, they'll get better and more efficient over time.

By early 2026, AI could help streamline operations and cut costs for companies across most sectors​.

Areas like technology and finance are likely to be "early adopters." But even more unexpected sectors like energy and real estate will find ways to use AI in the next few years.

Musk's AI Revolution Is Just Getting Started

Now, the AI revolution isn't a fully smooth course. It will fuel market volatility. And many firms will stumble under the weight of overhyped promises.

But the U.S. is setting the stage for worldwide AI dominance... And we're not just talking about profits. AI is reshaping the future of work, cybersecurity, and global influence.

For investors, this sets up an opportunity and a challenge.

You must separate genuine innovation from hype.

That's a tall order, particularly given the economic uncertainty today. It's easy to get distracted by headlines about tariffs... trade wars... and the resulting stock market volatility.

And while the markets are in "panic mode," they're missing a much bigger AI story – one that hardly anyone is talking about.

Right now, no one embodies AI adoption more than Elon Musk and his DOGE agenda. He is almost 100 days into that project. And very soon, we expect Musk will launch the next phase of his master plan... which we're calling "DOGE Phase II."

This rollout will have near-instant implications for the stock market. It's unlike anything we've ever covered before. And by the time most folks catch on, the biggest gains could already have been made.

My colleague Rob Spivey and I just shared what we're seeing in an urgent presentation last night... and how to position yourself before the government's crucial May 1 deadline.

This is your chance to be a part of the DOGE Phase II story from the very start. It will blindside just about every investor in America... but you don't have to be one of them.

Get all the details right here.

It's tempting to throw your money at any so-called "AI leader" today. But top AI users, including the U.S. government, are looking for companies that both ride the wave and shape its direction.

That's what investors should be looking for, too.

Good investing,

Joel Litman

Editor's note: More than 2 million people have already tuned in to hear Joel and Rob break down Elon Musk's hidden government agenda. Now, with DOGE Phase II set to launch, they sat down with a 25-year government insider to uncover the surprising move that will transform the market... and highlight four stocks poised to soar as this plan unfolds. Get the full story here.