EXIM has more than $100bn of unused statutory lending capacity that the White House wants channelled into US-built, full-stack AI export packages, with the Commerce Department running a public solicitation for industry-led consortia.
The Trump administration is moving to underwrite US-made AI exports with billions of dollars of federal export financing, the latest in a string of policy instruments that have shifted the US government’s AI strategy from one defined by export controls to one defined by export promotion.
The vehicle is the Export-Import Bank of the United States, which has launched a dedicated Powers American AI Exports programme calibrated to channel statutory lending capacity into full-stack AI deals abroad.
EXIM’s capacity for this is structurally large. The bank holds a $135bn statutory ceiling on outstanding loans and currently has roughly $34.1bn drawn, on the Institute for Progress’s running analysis.
The unused headroom of more than $100bn is the capacity pool the White House is now positioning the AI Exports programme to consume.
