The numbers are already telling: companies securing government AI contracts have seen their stock prices soar - some by as much as 300-400% in recent months.
Several agencies are now using AI to process everything from patent reviews to benefits applications. The Department of Veterans Affairs is integrating AI into healthcare services, while the Department of Labor is automating document validation and legal processes.
With 441 federal agencies and 2.3 million employees, this transformation is just beginning.
Industry insiders are watching one date with particular interest: April 30th. DOGE has set this as a critical deadline for its next phase of implementation, and Wall Street analysts are scrambling to identify the companies poised to benefit.
But here's what's keeping investment bankers up at night: the head of DOGE recently built what's being called the most powerful AI training system in the world, and speculation is mounting about a major announcement that could transform not just government operations, but the entire U.S. economy.
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