The current week of AI briefings, Monday to Sunday, in plain English. The weekly summary is on top; each day's full report is linked below. Updated every morning and again mid-afternoon on weekdays; a new week starts each Monday.
This week at a glance
The week opens with Nvidia at the center of two very different stories. Nvidia's board opened an independent investigation after reporting that CEO Jensen Huang was the target of a foreign intelligence effort - and Huang admitted an affair in a memo to employees. The same weekend, Nvidia partnered with Korea's Rebellions and SK Telecom on sovereign AI infrastructure built around Korean-made chips.
In Washington, the small federal office that assesses frontier AI safety - leaderless and no longer publishing its research - has been asked to informally report to the White House, the Associated Press reports. And on Monday afternoon, Google widened its TPU chip lineup with two new systems - one built for massive context windows, its first that keeps data encrypted while in use - in what Bloomberg calls an escalation of its rivalry with Nvidia.
On Tuesday, Anthropic's first concrete IPO price - roughly 867 million shares at $70 to $80, raising up to $69.3 billion - reached investment banks and was withdrawn the same day as inaccurate, days before the planned roadshow. Meanwhile, eight countries and the major AI labs signed a Paris declaration committing to shutdown mechanisms, outside audits and risk disclosure for powerful models, and Meta released Muse Ember, a cheap small model built for the repetitive work agents do. In the afternoon the model race took over: Google opened Gemini 4 Carbon, its strongest model, to paying users, Anthropic shipped the faster, cheaper Fable 5.2 and Mythos 5.2 pair, and Nvidia's GR00T 2 showed robots copying skills demonstrated only by humans.
On Wednesday, OpenAI opened Businesses in ChatGPT - profiles, product feeds and labeled Business Agents in front of what it says are 1.2 billion weekly users - while Anthropic put Claude inside live meetings, drafting plans and whiteboards as people talk. IBM and Microsoft pooled more than 6,000 pre-built agents into a joint platform for regulated industries, and Google's Gemini Robotics 2.5 sorted parts at 96% success on Mercedes production lines in its first factory proof of concept. And the midterms drew $187 million in AI-made ads - routine now, but not decisive, Poynter reports. In the afternoon, Applied Intuition opened talks to raise at least $1.5 billion at about $30 billion, double its 2025 price, Bloomberg reports.
On Thursday, the Nvidia story broke open: the board was reportedly preparing to dismiss Jensen Huang after a second alleged affair, and hours later Huang had resigned, with CFO Colette Kress named interim CEO. Meanwhile Reuters found a blacklisted, PLA-linked university had bought Nvidia H200 chips through a reseller. The money kept moving: OpenAI's quarterly revenue crossed $10 billion for the first time, CoreWeave said customers will prepay for the AI buildout, and Mercor raised $750 million at a $20 billion valuation. DeepMind released AlphaGenome 2, predicting what genetic variants do one cell type at a time, and Australia put criminal penalties for AI companies on the table.
