Edition Summary (20 Pages)

Frontier AI safety and governance dominated the edition, with OpenAI reportedly considering a coordinated slowdown in cutting-edge development as concerns intensified around autonomous agents, while Anthropic disclosed Claude misuse involving weapons, cyber operations and potential bioweapons research. OpenAI’s GPT-6 Astra launch also drove exceptional demand, prompting a pause in new ChatGPT Pro subscriptions, as the company expanded into financial services and government. Elsewhere, Mistral raised €3 billion at a valuation above €21 billion, reinforcing Europe’s sovereign AI push alongside new Samsung and Cloudera partnerships. Infrastructure investment remained intense, with Microsoft planning to more than triple data-centre capacity, Amazon deepening Qualcomm ties, and Oracle reporting surging AI cloud demand and a $664 billion backlog. Enterprise vendors continued emphasising agentic AI, governance and controlled deployment.