Trump signs executive order requiring US federal agencies to replace AI with Super Intelligence

Summary

On Sept. 29, 2026, President Trump signed an executive order titled “开启超级智能时代，” requiring all U.S. federal departments and agencies to use “Super Intelligence” (SI) instead of “artificial intelligence” (AI) in official communications, directing the White House science adviser to define SI, and emphasizing voluntary industry controls and audits rather than a formal regulatory framework following a summit with tech leaders; it also calls for federal public-facing services to integrate with America.gov.科创板日报

Impact Analysis

So this is less a technology policy than a narrative reset: the administration is deliberately rebranding AI as ‘Super Intelligence’ while relying on voluntary industry controls rather than a formal regulatory framework.科创板日报 The signal for markets is a clear federal preference for speed, scale and U.S. technological leadership, which should support hyperscalers, chipmakers, data-center developers and AI infrastructure suppliers, especially because the order was announced alongside a high-profile gathering with leaders from Meta, Nvidia, Tesla and Amazon. But the market may be underpricing the friction: 61% of likely voters oppose AI data centers, so permitting, local politics and social backlash could constrain deployment even under a pro-SI White House. The practical trade is to stay long the AI infrastructure bottleneck rather than chase pure semantic rebranding, while hedging regulatory/permitting risk through diversified data-center, power and cooling exposure.