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OpenAI, Anthropic, Google, Meta, and Microsoft employees back a 1,100-person statement urging U.S. support for tools to pace automated AI development, while Zuckerberg argues Washington should accelerate AI rather than restrict powerful models.
Nvidia and Microsoft launch the Open Secure AI Alliance with SpaceX, IBM, and others as OpenAI, Google, and Anthropic sit out, while Apple briefly hits $5 trillion on lighter AI spending, and SK Hynix falls despite record profit.
Here’s your daily update.
Markets
The Nasdaq fell 0.22%, led by semiconductors, as China’s advancing chip capabilities and concerns about debt-funded AI spending accelerated the rotation out of recent AI winners. SanDisk, Micron, AMD and Applied Materials dropped between 7.8% and 14.3%, while Nvidia and Alphabet bucked the weakness, gaining 0.3% and 2.2%.
Headlines
OpenAI, Anthropic, Google, Meta and Microsoft employees sign a 1,100-person statement urging U.S. support for tools to pace automated AI development. (The Verge)
Nvidia and Microsoft launch the Open Secure AI Alliance with SpaceX, IBM and others, while OpenAI, Google and Anthropic sit out. (The Verge)
Moonshot AI intensifies pressure on OpenAI, Google and Anthropic as China gives away powerful open-weight models like Kimi K3. (The Verge)
Perplexity expands Personal Computer to Windows, turning PCs into AI agents that can work across local files, apps and the web. (The Verge)
Meta CEO Mark Zuckerberg argues the U.S. should accelerate AI development rather than restrict access to powerful models. (The Wall Street Journal)
Anthropic faces growing isolation in Silicon Valley over its open-weight model stance, safety posture and competition with partner tools. (Axios)
Big Tech rattles Wall Street as AI infrastructure spending from Google, Meta, Amazon and Microsoft raises new bubble and cash-flow fears. (The Verge)
Apple briefly tops $5 trillion in market value and overtakes Nvidia as investors favor its lighter AI spending strategy. (Reuters)
SK Hynix reports record profit but misses forecasts, sending shares sharply lower despite continued AI memory demand. (Reuters)
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