Trump's AI executive order tasks administration with identifying 'trusted partners' for early access to advanced models within 60 days.

President Trump signed an executive order Tuesday directing officials to determine which frontier AI models fall under a new voluntary cybersecurity framework and to identify 'trusted partners' outside government who could receive early access to advanced AI models before public release.

The order maintains voluntary participation and explicitly states it does not authorize creation of a government licensing system for AI developers. Over the next two months, officials must define what qualifies as a frontier model and establish criteria for selecting outside organizations to participate.

Microsoft Corp and Oracle Corp—both with extensive government cloud and infrastructure contracts—and Palantir Technologies Inc are companies investors may watch as potential beneficiaries, given their existing relationships with federal agencies and roles in data integration and decision-support systems.