The White House just launched a new AI task force targeting safety and global competitiveness. Led by intelligence director Jay Clayton, the panel will deliver recommendations within 120 days. The administration aims to avoid heavy regulation that could slow domestic tech development. Policy shifts hit the names driving AI: $NVDA revenue growth is 83% and $MSFT's is 18%. Seeking Alpha Quant Ratings: Nvidia = Strong Buy, led by an A+ Profitability grade on a 75% gross margin. Microsoft = Hold. Light-touch AI policy could be a tailwind. Who benefits most? ▻