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OpenAI is pushing back on mandatory model approvals, Meta delayed a developer AI release, Microsoft is showing off more in-house models, Anthropic is inching toward the public markets, Nvidia says AI chip demand is still strong, and Tencent is testing an AI agent inside WeChat.
Meanwhile, Kirkland is partnering with Palantir on a private equity AI platform, AI data centers are running into local backlash, and regulators are circling everything from biosecurity to tech sovereignty.
The big theme today: AI is moving from “who has the best model?” to “who controls the infrastructure, workflows, rules, and public-market upside?”
Here’s your daily update.
Exec’s AI & SaaS Index
MongoDB, ServiceNow, HubSpot, Palantir, Atlassian, Datadog, and monday.com all fell sharply, while Salesforce and IREN also sold off.
The few bright spots were limited: Amazon and Shopify were slightly green after hours, and Meta was the clear outlier on the day, up more than 4%.
The big read: investors are still punishing high-multiple software, especially AI-adjacent names, while mega-cap platforms are holding up better.
Headlines
OpenAI’s Altman pushes back on mandatory AI model approvals (Reuters)
Meta delays developer release of new Muse Spark AI model (Reuters)
US AI leaders back DNA-screening rules to reduce biosecurity risk (Wired)
Kirkland partners with Palantir to build private equity AI platform (FT)
Americans lead global backlash against AI data center expansion (FT)
EU Parliament drops Google for Qwant in tech sovereignty push (Reuters)
Trump signs scaled-back AI model vetting order after internal fight (FT)
Microsoft unveils in-house AI models to reduce OpenAI dependence (Reuters)
Microsoft’s AI push sharpens enterprise competition with Anthropic (Verge)
Anthropic moves toward IPO in race with OpenAI for public markets (Reuters)
Nvidia says it can supply continued AI chip and CPU growth (Reuters)
Tencent tests WeChat AI agent for China’s largest app ecosystem (FT)
Goldman projects Big Tech AI spending could exceed Japan’s GDP (BI)
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