OpenAI eyes US stake; Anthropic, Microsoft, NVIDIA reshape AI stack
OpenAI in talks over direct US government ownership; Anthropic exploring custom silicon with Samsung. Microsoft shipped Frontier Company, Copilot cleanup, and Memora; NVIDIA, SoftBank, Kling, Tripo, ElevenLabs, and Cloudflare moved the needle on infrastructure and content access.
• Agent, robotics, memory, and benchmark tooling matured across the stack
• Coding and developer tools saw heavy iteration
• Frontier-model labs racing on compute, chips, and policy