On 29 September 2026 the US government stopped saying ‘artificial intelligence’. The same day, the biggest frontier labs signed a voluntary accord on oversight. Here is what the order and the accord actually do, and why dealmakers should pay attention. Executive Order 14434, signed on 29 September 2026, requires US executive-branch agencies to use ‘Super Intelligence’ and ‘SI’ instead of ‘Artificial Intelligence’ and ‘AI’ in official communications, websites, reports and policy documents. It does not change existing laws, regulations, contracts or historical documents. Until a new definition is proposed by 28 November 2026, SI uses the existing statutory definition of AI. The same day, leaders from Anthropic, OpenAI, Google, Meta, xAI and Nvidia signed the White House Accord on Super Intelligence, a voluntary Joint Commitment on Frontier Responsibilities with four oversight layers and no formal enforcement.

Research · AI

The Death of ‘AI’: What the Super Intelligence Executive Order and the White House Accord Mean for Tech M&A

On 29 September 2026 the US government stopped saying ‘artificial intelligence’. The same day, the biggest frontier labs signed a voluntary accord on oversight. Here is what the order and the accord actually do, and why dealmakers should pay attention.

Joash BoytonFounder & Managing Director

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Published
Reading time
7 min read
Signed 29 September 2026
EO 14434
To propose a formal federal definition of SI (by 28 Nov 2026)
60 days
Frontier labs and chipmakers that signed the White House Accord
6
Oversight layers in the Joint Commitment
4
Classical government building with columns in Washington DC at blue hour, reflected in a pool

Summary

Summary

  • Executive Order 14434, signed on 29 September 2026, requires US executive-branch agencies to use ‘Super Intelligence’ and ‘SI’ instead of ‘Artificial Intelligence’ and ‘AI’ in official communications, websites, reports and policy documents.
  • It does not change existing laws, regulations, contracts or historical documents. Until a new definition is proposed by 28 November 2026, SI uses the existing statutory definition of AI.
  • The same day, leaders from Anthropic, OpenAI, Google, Meta, xAI and Nvidia signed the White House Accord on Super Intelligence, a voluntary Joint Commitment on Frontier Responsibilities with four oversight layers and no formal enforcement.
  • For dealmakers, the practical impact is in government-facing vendors, contract language and diligence: buyers will increasingly ask how targets map to the accord’s oversight model.

01 · Research

What happened on 29 September 2026

A new word, and a new pledge, on the same day.

President Trump signed Executive Order 14434, which instructs the executive branch to replace ‘Artificial Intelligence’ and ‘AI’ with ‘Super Intelligence’ and ‘SI’ in official correspondence, public communications, websites, reports and policy documents. Agencies are directed to stop using the older terms going forward. Executive orders are published in the Federal Register (opens in a new tab).

On the same day, executives from Anthropic, OpenAI, Google, Meta, xAI and Nvidia signed the White House Accord on Super Intelligence, formally the Joint Commitment on Frontier Responsibilities.

02 · Research

What the order does, and does not, do

A vocabulary change with a definition to follow.

AreaWhat the order says
ScopeExecutive-branch correspondence, communications, websites, reports and policy documents
Existing lawNo change to statutes, existing regulations, contracts or historical documents
DefinitionSI uses the existing statutory AI definition (15 U.S.C. 9401(3)) for now
Next stepFormal federal definition to be proposed by 28 November 2026
Executive Order 14434 at a glance

The language is the visible part. The definition is the part to watch. If the new federal definition of SI ends up narrower or broader than today’s AI definition, it will shape which products fall under future procurement rules, export controls and reporting obligations.

There is also a clear communications strategy. ‘Super Intelligence’ frames the technology as a national capability to be managed and led, which fits the administration’s stated preference for industry self-regulation over binding rules.

03 · Research

The White House Accord: four layers, no enforcement

Self-regulation with a defined shape.

  1. 01Internal controlsMonitoring for frontier risks, including cybersecurity and biosecurity threats.
  2. 02Internal oversight teamAn empowered team inside each company to review those controls.
  3. 03Independent external auditorA third party to assess the controls and oversight.
  4. 04Independent board committeeBoard-level review of safety reports.

The accord is described as morally binding but contains no formal enforcement mechanism, and the administration continues to oppose strict regulation. Even so, it gives the market something it did not have before: a shared, public description of what responsible oversight at a frontier lab looks like.

04 · Research

What it means for buyers and sellers

Terminology, procurement and a new diligence benchmark.

  • Government-facing vendorsCompanies selling to US federal agencies should expect solicitations, statements of work and agency guidance to use SI terminology. Aligning product language early avoids friction in procurement.
  • Contracts and definitionsDeal documents that define AI by reference to federal law should be reviewed once the new definition lands. Purchase agreements may need to cover both terms.
  • A diligence benchmarkThe accord’s four layers are a ready-made checklist. Acquirers of AI businesses can ask how a target’s controls, oversight, audit and board reporting compare, and sellers who can answer clearly will stand out.
  • Capital follows clarityClear federal positioning tends to support investment in domestic compute, chips and model infrastructure, the same layers covered in Inside the Agentic Stack and Buying the Grid.

Reference

Frequently asked questions

What does Executive Order 14434 do?

It directs US executive-branch agencies to replace the terms Artificial Intelligence and AI with Super Intelligence and SI in official correspondence, public communications, websites, reports and policy documents. It does not amend statutes, existing regulations, contracts or historical records.

How is Super Intelligence defined under the order?

Until a new definition is proposed, SI takes the existing statutory definition of artificial intelligence in 15 U.S.C. 9401(3). The Assistant to the President for Science and Technology has 60 days, to 28 November 2026, to propose a formal federal definition.

What is the Joint Commitment on Frontier Responsibilities?

Also called the White House Accord on Super Intelligence, it is a voluntary pledge signed on 29 September 2026 by leaders of Anthropic, OpenAI, Google, Meta, xAI and Nvidia. It sets out four oversight layers: internal controls and monitoring, an empowered internal oversight team, an independent external auditor and an independent board committee.

Does the order affect M&A?

Not directly, as it changes no deal rules. Its effects come through government procurement language, the definitions that will follow, and the accord’s oversight model, which acquirers can use as a diligence benchmark for AI targets.

About the analyst

Joash Boyton

Joash Boyton

Founder and Managing Director, Acquiry · Melbourne, Australia · Global coverage

Joash Boyton is the Founder and Managing Director of Acquiry, a specialist M&A advisory firm focused on the acquisition and sale of businesses. He executes buy-side and sell-side mandates from USD $1M to $500M across technology, SaaS, fintech, payments, gaming, blockchain and emerging verticals, and is not limited to them. Any sector, any market.