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Key Facts

Key PlayersGoogle, OpenAI, Anthropic, Meta, Microsoft

Top InstitutionsStanford, MIT, CMU, UC Berkeley

AI Policy StancePro-innovation, light regulation

Notable LegislationNational AI Policy Framework (Mar 2026)

Top News

AI infrastructure boom creates urgent demand for electricians, welders as skilled trades shortage deepens

While fears of AI eliminating jobs dominate headlines, a different crisis emerges: America lacks the electricians, welders, and plumbers needed to build AI infrastructure. The five largest U.S. cloud providers committed $660 billion in 2026 for data centers, requiring 1.2 million person-years of skilled labor. Meta's new $115 million America's Workforce Academy aims to train workers with job guarantees, but experts warn the shortage poses a strategic vulnerability in the AI race against China.

Business2 sources

AI infrastructure boom creates urgent demand for electricians, welders as skilled trades shortage deepens

Business2 sources

Anthropic faces AI export ban as Mythos reportedly breached NSA systems in hours

The Trump administration imposed export controls on Anthropic's Mythos and Fable AI models after a controlled security test reportedly showed the system could breach classified NSA networks within hours. The move sparked fierce debate about AI model governance, with cybersecurity experts questioning whether the ban addresses real risks or represents regulatory overreach against a company already feuding with the government.

Policy32 sources

Anthropic faces AI export ban as Mythos reportedly breached NSA systems in hours

Policy32 sources

Sanders proposes 50% public ownership of AI firms as Trump backs government stake in US AI giants

Sen. Bernie Sanders introduced legislation seeking 50% public ownership of major AI firms through a sovereign wealth fund, estimated at $7 trillion, with annual $1,000 dividends for Americans. President Trump supports giving the American people a stake in AI companies but prefers a 'pre-distribution' model over cash payments, creating an unlikely political alignment on AI wealth redistribution.

Policy5 sources

Sanders proposes 50% public ownership of AI firms as Trump backs government stake in US AI giants

Policy5 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

US Commerce Secretary Howard Lutnick told ASML executives he believes one of the Dutch chipmaker's extreme ultraviolet lithography machines may be operating in China, violating export controls from the first Trump administration. ASML, Europe's most valuable company at $700 billion, flatly denies the allegations and insists no EUV machine has ever been shipped to China. The dispute highlights tensions in the AI arms race and sent ASML shares down 2.6% before recovering.

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

Business2 sources

Conservative organization plans nationwide protest against AI data centers on July 18

Humans First, a conservative organization, is organizing a nationwide protest against AI data centers on July 18, with rallies planned in at least 13 locations across five states. The group, led by Tea Party veteran Amy Kremer, claims grassroots conservatives are being ignored by Washington elites supporting big tech expansion.

Policy2 sources

Conservative organization plans nationwide protest against AI data centers on July 18

Policy2 sources

FERC orders grid operators to fast-track AI data centers while shielding consumers from costs

The Federal Energy Regulatory Commission unanimously directed six major grid operators to expedite connections for AI data centers while ensuring regular consumers don't shoulder infrastructure costs. Grid operators have 60 days to justify current rules or file changes, and 30 days to report spare capacity as electricity demand from data centers threatens to triple by 2035.

Policy9 sources

FERC orders grid operators to fast-track AI data centers while shielding consumers from costs

Policy9 sources

Trump administration enforces AI regulation through ad hoc interventions despite anti-regulatory stance

The Trump administration forced Anthropic to pull its Claude Mythos and Fable 5 models offline after export control concerns, revealing a shadow AI policy that regulates through case-by-case interventions rather than formal rules. The dispute highlights how the White House is shaping AI regulation in real time without clear guidelines, creating uncertainty for AI labs like OpenAI, Google, and Meta as they navigate national security concerns and shifting power dynamics within the administration.

Policy3 sources

Trump administration enforces AI regulation through ad hoc interventions despite anti-regulatory stance

Policy3 sources

JPMorgan cuts off Anthropic AI access for Hong Kong staff amid tightening US export controls

JPMorgan Chase has restricted Hong Kong employees from accessing Anthropic's Claude models, citing licensing terms in a move that mirrors Goldman Sachs' April decision. The restrictions reflect growing US national security concerns over advanced AI technology and mark the second major Wall Street bank to limit Anthropic AI access in the geopolitically sensitive financial hub.

Policy4 sources

JPMorgan cuts off Anthropic AI access for Hong Kong staff amid tightening US export controls

Policy4 sources

US Air Force awards Anduril and General Atomics contracts for semi-autonomous drone wingmen

The US Air Force has awarded production contracts to Anduril and General Atomics to build its first fleet of Collaborative Combat Aircraft—semi-autonomous drones designed to fly alongside fighter jets. The contracts, awarded months ahead of schedule, mark the fastest path from prototype to production for a fighter aircraft in over 50 years, with plans to field over 150 combat-capable units by the end of the decade.

Technology2 sources

US Air Force awards Anduril and General Atomics contracts for semi-autonomous drone wingmen

Technology2 sources

Illinois poised to become first state banning smart glasses while driving

Illinois Governor JB Pritzker is reviewing legislation that would make the state the first to ban wearing smart glasses while driving. The bill passed last month treats AI-powered wearables like cell phones under traffic laws, with fines up to $150 for repeat offenses and $1,000 minimum if crashes cause severe injuries or death.

Policy2 sources

Illinois poised to become first state banning smart glasses while driving

Policy2 sources

Ursula von der Leyen Calls for Strong EU-US AI Alliance Amid Sovereignty Concerns

European Commission President Ursula von der Leyen urged a strengthened AI partnership between Europe and the United States at a G7 session in France. The call comes after Anthropic restricted AI models over national security concerns, highlighting growing tensions around technological sovereignty and Europe's dependence on US tech firms.

Policy2 sources

Ursula von der Leyen Calls for Strong EU-US AI Alliance Amid Sovereignty Concerns

Policy2 sources

SandboxAQ secures $500M CHIPS Act award to develop new chipmaking materials and cut foreign reliance

The Nvidia-backed startup SandboxAQ has won a $500 million award from the U.S. Department of Commerce to develop critical materials for domestic semiconductor manufacturing. The company will use AI and quantum technology to find alternatives to PFAS chemicals and rare earth elements, aiming to reduce America's dependence on foreign supply chains for chipmaking components.

Business3 sources

SandboxAQ secures $500M CHIPS Act award to develop new chipmaking materials and cut foreign reliance

Business3 sources

Coherent breaks ground on Texas facility to scale optical backbone powering NVIDIA's AI systems

Coherent broke ground on an expanded manufacturing building in Sherman, Texas, backed by a $50 million CHIPS Act grant. The facility will quadruple production of indium phosphide wafers that enable high-speed data transfer in AI data centers. NVIDIA CEO Jensen Huang joined the ceremony, highlighting the partnership's role in building domestic AI infrastructure as optical interconnects replace copper in next-generation systems.

Technology4 sources

Coherent breaks ground on Texas facility to scale optical backbone powering NVIDIA's AI systems

Technology4 sources

AI transforms entry-level jobs into senior roles as workforce transformation accelerates

A new PwC study analyzing over 1 billion job postings reveals that AI isn't eliminating entry-level jobs—it's making them require senior-level skills. Entry-level roles in AI-exposed occupations are now 7x more likely to demand strategic decision-making, leadership, and judgment. While 94% of HR leaders predict AI will create new entry-level roles, these positions are evolving faster than organizations can train workers to fill them.

Business5 sources

AI transforms entry-level jobs into senior roles as workforce transformation accelerates

Business5 sources

Global poll shows China leads in AI capability as world opinion shifts against US dominance

A sweeping international survey reveals a dramatic shift in how the world views the AI race between superpowers. Respondents in 11 of 15 countries now believe China has surpassed the United States in AI capability and innovation, with only India, Japan, Vietnam, and Americans themselves maintaining faith in US AI leadership. The findings expose a growing legitimacy crisis for Silicon Valley's approach to AI development.

Policy2 sources

Global poll shows China leads in AI capability as world opinion shifts against US dominance

Policy2 sources

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