In 2025, the center of gravity in artificial intelligence (AI) has shifted. Silicon Valley may have kindled the first sparks of the AI boom, but the real allocators of power and profit now sit with the US government and its agencies. The new AI era is being framed less as a technology story and more as a national‑security and infrastructure project. Because of this, the Trump administration’s industrial policy, Pentagon roadmaps, and multi‑trillion‑dollar infrastructure ambitions are quietly determining which listed companies emerge as lasting winners. Specifically, the incumbent ruling party has began to make use of executive orders, funding programs, and defense planning to channel capital into a narrow set of strategic bottlenecks. The Washington Kingmakers. Throughout 2025, there were