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OpenAI, Anthropic, Google, Meta, and Nvidia are pulled into a private White House AI cybersecurity framework, while OpenAI and Anthropic face new voluntary prerelease testing rules, U.S. open-weight models are exempt for now, and 15 state attorneys general tell OpenAI to preserve evidence tied to the Hugging Face breach.
Hereās your daily update.
Markets
The Nasdaq rose 2.6% to a record as strong earnings and a 5.3% drop in Brent crude supported tech stocks. Palantir jumped 29.5% after raising its revenue outlook, while Nvidia, Broadcom and Micron gained between 2.6% and 7.6%.
Headlines
OpenAI and Anthropic face new voluntary U.S. prerelease testing rules, while American open-weight models are exempt for now. (The Wall Street Journal)
Anthropic and Google are at the center of a $15 billion data-center debt sale as banks try to move AI infrastructure risk into bond markets. (Financial Times)
OpenAI is told by 15 state attorneys general to preserve evidence tied to the Hugging Face breach. (Business Insider)
SpaceXAI rattles investors after Elon Musk outlines a $16 billion AI and data-center spending plan. (Financial Times)
Alibaba releases Qwen3.8-Max, a 2.4T-parameter model aimed at keeping China competitive with OpenAI, Anthropic and Google. (Bloomberg)
Big Tech faces $2.7 trillion in future AI infrastructure commitments, suggesting the capex boom is far from over. (Barronās)
Texas pauses new data-center approvals as AI power demand strains the grid and Governor Greg Abbott says āTexans must come first.ā (New York Post)
Samsung and SK Hynix help power a sharp Asian market rebound as chip and AI-linked stocks rally. (AP)
Google pulls an AI-generated imagery feature in Google Earth after warnings it could fuel satellite-style disinformation. (The Guardian)
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