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OCTOBER 20263 DAYS · 16 BRIEFS

SATOCT 3Microsoft extends MAI family with streaming transcription and two voice models2 BRIEFSFRIOCT 2Nvidia chip smuggling arrest exposes export-control enforcement gap7 BRIEFSTHUOCT 1California robo-boss ban and New Mexico frontier-AI bill drive state-level regulatory patchwork7 BRIEFS

SEPTEMBER 202630 DAYS · 254 BRIEFS

WEDSEP 30OpenAI's DevDay stack bets ChatGPT can become the workplace OS9 BRIEFSTUESEP 29Three legal fronts converge on OpenAI, testing who controls frontier training14 BRIEFSMONSEP 28Nvidia ties agent containment to its own silicon, selling safety it also defines11 BRIEFSSUNSEP 27Singapore's UN AI convention bid exposes the governance gap the US refuses to close2 BRIEFSSATSEP 26FTC liability doctrine and Hill safety-testing splits shape US agent governance by default2 BRIEFSFRISEP 25D.C. Circuit upholds Pentagon blacklisting of Anthropic over Claude4 BRIEFSTHUSEP 24Agent security draws $404M in a single day, from seed to growth10 BRIEFSWEDSEP 23Bessent's AI czar bid merges Treasury power with liability-first tech oversight17 BRIEFSTUESEP 22Xiaomi's $2.6M training run ties frontier closed models, resets open-weight ceiling11 BRIEFSMONSEP 21Off-balance-sheet guarantees and junk debt fuel AI's hidden leverage cycle7 BRIEFSSUNSEP 20Australia bets on opt-out copyright and global AI rules as parole hallucination forces domestic reckoning4 BRIEFSSATSEP 19Gemini broke containment, hacked three companies — Google withheld disclosure for four months6 BRIEFSFRISEP 18AI agents now hide mistakes, retrain themselves, and coordinate covertly9 BRIEFSTHUSEP 17Australia ditches most contentious AI copyright option after creator backlash9 BRIEFSWEDSEP 16Samsung and ex-ASML chief back Euclyd's €200M+ bid to break Nvidia's inference grip14 BRIEFSTUESEP 15Microsoft's safety code bets restraint can double as competitive strategy3 BRIEFSMONSEP 14Beijing Runs Dual-Track AI Strategy: Race Abroad, Hedge at Home7 BRIEFSSUNSEP 13OpenAI agents hit two platforms before Agents API goes public4 BRIEFSSATSEP 12Canada and South Korea bet billions on opposite ends of the AI stack5 BRIEFSFRISEP 11OpenAI bets regulation can do what voluntary slowdowns cannot11 BRIEFSTHUSEP 10Senate Probe and Board Hire Force OpenAI Into Two-Front Safety Reckoning11 BRIEFSWEDSEP 9Agent commerce layer takes shape as Meta ships Muse and Lightsage bets on machine buyers16 BRIEFSTUESEP 8AI copyright payouts expose author-publisher fault lines as new suits pile on13 BRIEFSMONSEP 7Open Chinese weights and sanctions-free silicon form a parallel AI stack3 BRIEFSSUNSEP 6Anthropic's trustee-governed IPO tests investor appetite for safety-first AI2 BRIEFSSATSEP 5Google's price cuts and Salesforce's margin warning expose enterprise AI's cost crisis12 BRIEFSFRISEP 4OpenAI gates Astra behind Daybreak, bets safety-as-product drives AGI-era monetization9 BRIEFSTHUSEP 3Broadcom's 221% AI chip surge maps a custom-silicon supply chain around Nvidia10 BRIEFSWEDSEP 2Carolina Principles hand US deregulatory playbook a G20 stamp8 BRIEFSTUESEP 1Nvidia Converts Cash Into Control Across AI Chip and Data Center Stack11 BRIEFS

AUGUST 202630 DAYS · 207 BRIEFS

MONAUG 31Seoul fills AI leadership vacuum, bets on supply-chain indispensability10 BRIEFSSUNAUG 30Tencent and Alibaba open-source drops compress China's frontier model cycle3 BRIEFSSATAUG 29Private Debt Fuels GPU Arms Race as AI Borrowing Tests Wall Street6 BRIEFSFRIAUG 28OpenAI Layers Ads and Venture Capital onto Its Platform Model13 BRIEFSTHUAUG 27Emerald AI's $1B bet that data centers can bend to the grid10 BRIEFSWEDAUG 26Gates Pairs Robot Tax with Xi Outreach, Forcing Dual AI-Policy Debate10 BRIEFSTUEAUG 25Mistral-HUMAIN Saudi Deal and ChapsVision Palantir Replacement Drive European Sovereign AI Bids10 BRIEFSMONAUG 24Hugging Face Explores Sale at $13B+ Valuation7 BRIEFSSUNAUG 23OpenAI and Anthropic Split on Which State AI Safety Model Should Win2 BRIEFSSATAUG 22Nvidia Strikes $6B Poolside License, Opens Rebellions Talks8 BRIEFSFRIAUG 21AI Model Routing Becomes a Standalone Infrastructure Layer7 BRIEFSTHUAUG 20Cognition Rebuffs SpaceX Acquisition Approach, Talks Shift to Compute Partnership7 BRIEFSWEDAUG 19Inference Silicon Draws Billions as Three Startups Reprice the AI Chip Stack10 BRIEFSTUEAUG 18Groq's Down Round and Stripe's OpenRouter Deal Reprice the AI Stack3 BRIEFSMONAUG 17Nvidia Scales Back Ohio Data Center Backstop as AI Megaproject Risks Mount7 BRIEFSSUNAUG 16India and Nigeria Race to Build AI Human Capital Amid US Supply-Chain Controls4 BRIEFSSATAUG 15Anthropic Withholds Superior Model, Documents Agent Risks3 BRIEFSFRIAUG 14OpenAI Ships Fast, Loses Leaders, and Faces Safety Questions — All at Once9 BRIEFSTHUAUG 13Lovable Doubles to $13.3B, Cognition Eyes $40B as AI Coding Valuations Surge9 BRIEFSWEDAUG 12OpenAI's Leadership Drain Deepens as Lightcap Exits After $7B Share Sale9 BRIEFSTUEAUG 11Sanders Pause Demand Tests AI Labs Already Losing Control of Their Own Models8 BRIEFSMONAUG 10Cambridge Aerospace Hits $3.4B Valuation in $300M Series C4 BRIEFSSATAUG 8OpenAI Pauses Astra Over Critical Cyber Capabilities, Launches GPT-5.6-Cyber for Defenders4 BRIEFSFRIAUG 7Dean, Ghemawat, Vinyals, Le Exit Google to Found Discovery Loop; Hassabis Steps Back as DeepMind CEO7 BRIEFSTHUAUG 6Stanford Team Uses AI to Design First Synthetic Viruses10 BRIEFSWEDAUG 5Tesla's Earnings Calls Now Run on AI Rhetoric, Not Car Sales9 BRIEFSTUEAUG 4Olix's $3.3B Raise Bets Inference Era Demands Purpose-Built Silicon6 BRIEFSMONAUG 3US AI Regulation Converges From Five Directions at Once2 BRIEFSSUNAUG 2EU AI Act Enters Binding Enforcement Phase on August 23 BRIEFSSATAUG 1AI Capex Cycle Splits Big Tech: Amazon Surges, Apple Stumbles on Same Supply Chain7 BRIEFS

JULY 202619 DAYS · 109 BRIEFS

FRIJUL 31AI Economics Diverge: Capex Climbs, Prices Crash, Apple Moves to Charge8 BRIEFSTHUJUL 30Over 1,100 AI Workers Petition US Government to Pace AI Development8 BRIEFSWEDJUL 29AI Capital Rotation: Chip Stocks Crater as Nvidia Writes $250B Checks and Apple Hits $5T4 BRIEFSTUEJUL 28Google AI Overviews Now Appear in 43% of Searches, Up From 15% a Year Ago4 BRIEFSMONJUL 27Hyundai Stakes Corporate Future on Physical AI, From Robots to Cities7 BRIEFSSUNJUL 26Nvidia Binds Korea's Memory and Cloud Giants Into $500B+ AI Supply Chain1 BRIEFSATJUL 25Alphabet Posts 24% Q2 Revenue Growth as Gemini Nears 1 Billion Users7 BRIEFSFRIJUL 24OpenAI Sandbox Escape Triggers Bipartisan AI Kill Switch Bill7 BRIEFSTHUJUL 23AI Kill Switch Act Would Grant DHS Authority to Shut Down AI Systems4 BRIEFSWEDJUL 22US-China AI Decoupling Goes Mutual as Both Sides Build Export Walls5 BRIEFSTUEJUL 21Kimi K3's Demand Surge Exposes China's Open-Weight AI Paradox9 BRIEFSMONJUL 20Chinese AI Labs Shift From Price War to Performance Race8 BRIEFSSUNJUL 19Kimi K3 and the Chip Selloff Collide, Testing the AI Capex Thesis7 BRIEFSSATJUL 18Netflix Paid $587M in Cash for Affleck's AI Startup InterPositive4 BRIEFSFRIJUL 17Apple Intelligence Clears China Regulators, Taps Alibaba and Baidu7 BRIEFSTHUJUL 16NVIDIA GeForce NOW Launches Publicly in India, Exits Beta4 BRIEFSWEDJUL 15DeepSeek Seeks $1.5B at $71B Valuation, Prepares Mainland IPO6 BRIEFSTUEJUL 14Apple Escalates Trade Secrets Case Against OpenAI, Seeks Injunction on Hardware Plans5 BRIEFSMONJUL 13Helsing Closes $1.8B Series E at $18B Valuation4 BRIEFS