The FTC has banned foreign-made humanoids, making a fragile, nascent sector part of America’s AI industrial policy.

Anthropic is locking in $10 billion worth of computing capacity from Volta Infra Holdings, a cloud startup that's only a few months old.

Google is working with Broadcom, Apollo, Blackstone, and Morgan Stanley on a multibillion-dollar financing structure that supplies Anthropic with AI chips and data centers while keeping most of the risk off Google's balance sheet. The setup leaves roughly $200 billion in contracts dependent on Anthropic's continued growth and ability to make its lease payments.

The Trump administration discussed sanctions and cloud bans targeting Chinese open-weight AI models, according to the New York Times. OpenAI and Anthropic pushed for restrictions, while Nvidia, Google, and Meta fought back. After pushback from Silicon Valley, Washington backed off for now, but a decision is expected before Xi Jinping's visit in September.