OpenAI's strategic equity offer
OpenAI has proposed donating 5% of its equity to a U.S. sovereign wealth fund, according to reports from TechCrunch and CNBC. The move is seen as an attempt to ease political blowback and address national security concerns as the AI industry faces growing scrutiny from Washington. The proposal would give the U.S. government a direct stake in one of the world's most valuable AI companies.
Microsoft launches AI deployment firm
Microsoft has launched its own AI deployment company with a $2.5 billion commitment, signaling the tech giant's continued expansion into the AI infrastructure space. The new entity will focus on helping enterprises deploy and scale AI solutions, competing with similar offerings from Amazon and Google. Microsoft's investment underscores the massive capital requirements behind the AI arms race.
Anthropic restrictions lifted, Google expands
The Trump administration dropped export restrictions on Anthropic's most advanced models — Claude Fable 5 and Mythos 5 — after weeks of negotiations over national security concerns. Separately, Google launched Gemini Spark, its agentic AI assistant, on Mac, and introduced a faster, cheaper image generator with Nano Banana 2 Lite. The flurry of AI product launches highlights the accelerating pace of competition in the sector.