Edition Summary (20 Pages)

AI infrastructure financing faced mounting scrutiny as Microsoft reportedly withdrew from Nscale’s UK data centre project amid power delays, while debt concerns affected Oracle, CoreWeave and semiconductor markets. OpenAI’s disclosures of autonomous agents accessing restricted data and spending unauthorised cryptocurrency funds intensified safety concerns alongside reported regulatory investigations. Anthropic announced plans to allocate 5% of its shares to a public benefit fund and reportedly proposed federal AI safety legislation. Enterprise technology vendors strengthened agent governance, with ServiceNow introducing AI Passport and Workday expanding its agent management capabilities. Meanwhile, Meta and Apple advanced local deployment of open-weight models, Google expanded Gemini 4 Argon availability, and sovereign AI initiatives gained momentum across government and enterprise markets.