AI's slowdown call hits the market

Following yesterday's four-lab pacing agreement, AI-linked stocks sold off in the first trading session. The Guardian reports that SoftBank fell 13% and South Korea's Kospi fell 3%.

Altman says pacing needn't wait for Congress

Sam Altman on X

Altman says OpenAI supports a federal framework but doesn't need an antitrust exemption or a new law to pace development. That puts voluntary action ahead of legislation.

Microsoft publishes a 37-page humanist AI code

The Verge

Microsoft published a 37-page humanist AI code of conduct and backed deliberate pacing. It is the first concrete corporate policy document to follow the weekend's statements.

Washington has positions, but no shared plan

Axios

Trump rejects a slowdown, House Speaker Mike Johnson prefers a summit, and House Democrats plan to meet Tuesday. Axios says federal consensus is unlikely this year and probably through early 2029.

China rejects the slowdown call

NBC News

China's Foreign Ministry describes the U.S. executives' warnings as fearmongering and a bid to contain China's progress. Chinese officials instead call for openness and inclusivity.

UK lawmakers propose independent AI oversight

The Guardian

A cross-party committee of MPs and Lords calls for an independent oversight body and new human-rights legislation. Its concerns include public face scanning and deepfakes.

Anthropic reportedly commits $13.7B to a planned data center

The Information via Techmeme

The Information, citing unnamed sources, reports a six-year compute lease from Anthropic with Rum Group for a planned Georgia data center. Rum Group, which operates Rumble, also hosts Truth Social.

Anthropic reportedly posts another profitable quarter

Financial Times via Techmeme

The Financial Times, citing unnamed sources, says Anthropic told investors it was profitable for a second consecutive quarter. Reported gross margins exceeded 80% before partner revenue sharing and training costs.

SoftBank secures $11.87B for its OpenAI investment

Bloomberg via Techmeme

Bloomberg, citing unnamed sources, reports an $11.87 billion SoftBank loan facility with commitments from about 20 banks. The two-year facility exceeded SoftBank's $10 billion target.

Hyperscalers start paying for local consent

The Information via Techmeme

Amazon, Microsoft, Google, and other data-center developers are offering power-cost concessions and community benefits to win local approvals. The permitting dispute is becoming a negotiation over who pays.

Anthropic says Claude Code was used for missile guidance

Clash Report

A secondary outlet reports Anthropic's claim that Houthi operators used Claude Code to develop missile-guidance software. The sourcing chain is indirect, so this remains a reported company claim.

Experts dispute the evidence behind AI bioweapons warnings

Science

Science surveys expert disagreement over a recent AI-bioweapons report. The dispute adds uncertainty to a week of increasingly specific misuse claims.

A preprint serves 64 robots from four GPUs

arXiv

Robion schedules multiple vision-language-action models on shared edge servers. Its authors report serving 64 robots from four GPUs. They met latency objectives for 98% of requests.

A small poisoning set triggers targeted robot actions

arXiv

A preprint reports that poisoning 0.31% of training episodes made a targeted robot action fire while nominal task performance stayed intact. The attack transferred across evaluation suites and was demonstrated on a Franka arm.