Voluntary 30-day review replaces earlier 90-day mandate, easing regulatory pressure on NVDA, MSFT, and GOOGL capex plans.
President Trump signed an executive order on artificial intelligence that removes mandatory preclearance for AI model releases, replacing it with a voluntary 30-day review process. The move eliminates a key regulatory hurdle for tech companies, including NVIDIA and Microsoft, which had faced potential delays under earlier proposals requiring 90-day government access to new models.
Alphabet and Amazon confirmed no revisions to their 2026 capital expenditure plans, with Alphabet guiding $175B to $185B and Amazon targeting roughly $200B. The opt-in structure allows developers to flag models as “covered frontier models” but does not enforce compliance. Industry pushback led to the scaled-back version after an earlier draft was scrapped two weeks prior.
Despite the regulatory relief, AI demand concerns persist, with H200 GPU rental prices falling 38% in recent months. The order takes effect June 2, 2026, with no immediate market reaction reported.