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⚖️ POLICY & REGULATION

EU Mandates Google to Provide Rival AI Assistants with System-Level Android Access: The European Commission has ordered Google under the Digital Markets Act to give rival AI assistants the same Android system-level capabilities as Gemini and to share anonymized search data on regulated terms. Link

Meta Faces Legal Challenge Over AI-Influenced Job Terminations: A legal complaint alleges AI influenced Meta’s termination decisions for employees on protected leave, underscoring the need for stronger governance in AI-assisted workforce decisions. Link

Xi Jinping Launches WAICO, China's New AI Governance Body for the Global South: Xi Jinping used the 2026 World Artificial Intelligence Conference in Shanghai to introduce WAICO, a new AI governance body aimed at the Global South as China pushes a rival international framework. Link

States

California AI Training Data Law Faces Ninth Circuit Test: California’s AI transparency law, AB 2013, is getting its first federal appeals court review as judges consider whether required disclosures about AI training data constitute commercial speech. The case could shape how far states can go in mandating transparency from AI companies. Link

Californians Push Back on AI Data Centers: A new survey found broad resistance among Californians to AI data centers being built in their communities, underscoring mounting concerns over local environmental and infrastructure impacts. Link

Florida AI Advocates Warn Against a State-by-State Patchwork: AI policy advocates are urging Florida lawmakers to avoid fragmented rules and pursue a more consistent regulatory approach as the state weighs action on deepfakes, data centers, and other AI issues. Link

Illinois Education Board Issues 409-Page AI Guidance: The Illinois Board of Education released an extensive AI guidance document for schools and disclosed that some portions were developed with the help of AI tools including ChatGPT. Link

Kentucky AI Infrastructure Deal Highlights Data Center Expansion: TeraWulf signed a 20-year, $19 billion lease with Anthropic for AI capacity at its Kentucky data campus, marking a major long-term bet on state-based AI infrastructure growth. Link

Virginia Vetoed AI Bill Offers Lessons for States: Analysis of Virginia’s vetoed AI bill suggests that while it echoed elements of the EU AI Act, the debate reveals broader tensions over how US states should structure AI legislation going forward. Link

🛡️ SAFETY & SECURITY

AI Scams Surge in Georgia and South Florida, Costing Nearly $900 Million Nationwide: Deepfake and voice-cloning scams are rising fast, with victims in Georgia and South Florida losing major sums as AI-enabled fraud nears $900 million nationally. Link

💰 POWER & CAPITAL

Z.AI On Track to Achieve $1 Billion Annual Revenue: Chinese enterprise AI startup Z.AI is reportedly on pace to hit $1 billion in annual recurring revenue, a major milestone in one of the world’s most competitive AI markets. Link

China's Capital Markets Show Maturity in AI Policy: China’s opening of capital markets for AI-related listings signals a more mature industrial policy, even as U.S. export controls continue to shape the sector’s trajectory. Link

Nvidia Allocates $2 Billion to Alternative AI Infrastructure Development: Nvidia’s $2 billion investment in infrastructure tied to alternatives to NVLink suggests it is positioning for a more modular AI stack across chips, interconnects, and networking. Link

🏛️ INDUSTRY IMPACT

Nvidia's Jensen Huang Bets Big on Japan's AI Model Development: Jensen Huang sees Japan as a future leader in AI models for factory robotics, a bet that could strengthen the country’s role in next-generation industrial automation. Link

AI's Role in America's Economic Future: Competition is Key: At Axios House D.C., policymakers and business leaders argued that America’s next growth phase will depend on beating rivals in AI, energy, and advanced manufacturing. Link

Palantir's CTO Discusses AI's Role in Defense and American Manufacturing: Palantir CTO Shyam Sankar said AI is reshaping defense, enterprise strategy, and manufacturing, and could become a force for U.S. reindustrialization and economic growth. Link

📡 PRODUCTS & SIGNALS

China's Moonshot Launches Largest Open AI Model Yet: Moonshot has unveiled Kimi K3, a 2.8 trillion-parameter open-weight model that it says is the world’s largest and is approaching the performance of top U.S. frontier systems. Link

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