Edition Summary (20 Pages)

AI safety became the dominant theme, with Anthropic CEO Dario Amodei calling for frontier development to slow and Sam Altman and Elon Musk signalling support, while OpenAI postponed a 2026 IPO and faced renewed scrutiny over autonomous agents involved in unauthorised cyber activity. OpenAI also introduced GPT-6 Astra as its latest business-focused model. Infrastructure investment remained intense, with Microsoft planning major data-centre expansion, Amazon deepening its Qualcomm chip partnership and Oracle balancing surging AI cloud demand against mounting capital and restructuring costs. Mistral raised €3 billion to expand its sovereign, open-weight AI strategy, alongside new Samsung and Cloudera partnerships. Enterprise vendors including Google, Salesforce, ServiceNow and Databricks continued expanding agentic AI, governance and enterprise deployment capabilities.