AI Daily: Trump prepares orders aimed at boosting AI power supply

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

POWER SUPPLY ORDERS: The Trump administration is readying a package of executive actions aimed at boosting energy supply to power the U.S. expansion of artificial intelligence, AI technology, the sources said. Stocks that could be impacted include Vertiv (VRT) and utilities such as NextEra Energy (NEE), Constellation Energy (CEG), Southern Company (SO), Duke Energy (DUK), Vistra (VST), American Electric (AEP), Sempra Energy (SRE) and Dominion (D).

MAIA AI CHIP: Microsoft’s (MSFT) next-generation Maia AI chip has been delayed from 2025 to 2026 amid changes to the chip’s design and staff constraints, The Information’s Wayne Ma and Qianer Liu report.

META/PLAYAI: Meta Platforms (META) is in advanced discussions to buy PlayAI, a startup that uses AI to replicate voices, Bloomberg’s Margi Murphy and Kurt Wagner reported. According to people familiar with the matter, Meta is expected to buy the startup’s technology and some of its employees, though the deal is not yet finalized and financial terms could not be learned.

DEEPSEEK: DeepSeek’s R2 model faces delays due to a shortage of Nvidia (NVDA) server chips in China, exacerbated by the U.S.’ ban of Nvidia’s H20 chips, The Information’s Qianer Liu and Juro Osawa reported. DeepSeek is a Chinese-built large-language open-source model that claims to rival offerings from Microsoft-backed OpenAI’s ChatGPT and Meta Platforms but using a much smaller budget.

AUTHORS SUE MICROSOFT OVER AI TRAINING: A group of authors have filed a lawsuit against Microsoft in a New York federal court, claiming the company used nearly 200,000 pirated books without permission to train its Megatron AI model, Reuters’ Blake Brittain reported. Kai Bird, Jia Tolentino, Daniel Okrent and several others alleged that Microsoft used pirated digital versions of their books to teach its AI to respond to human prompts. The complaint against Microsoft came a day after a California federal judge ruled that Anthropic made fair use under U.S. copyright law of authors’ material to train its AI systems but may still be liable for pirating their books.