Anthropic says Yemen weapons cell used Claude for missile software

US President Trump has said he will appoint a director to oversee AI policy, maintaining his stance of pushing technology companies to accelerate development even as concerns over AI safety grow. In a social media post on the 19th, Trump stressed, "We will not do anything to hinder or hold back the growth of this incredible industry in any way," adding, "AI is the next industrial revolution, or perhaps the internet, but its scale and impact will be even greater, and it could account for as much as 25% of our country's gross domestic product." He dismissed concerns that rapidly evolving AI technology poses risks to humans as made up, likening them to warnings about climate change and the scandal that led to two impeachment proceedings during his first term. He also said he would create an AI Force modeled on the Space Force, a branch of the US military established during his first term, though its organizational form and specific role remain unclear. Over the past week, Alphabet's Google, OpenAI, Anthropic, and Meta Platforms have all disclosed cases in which their AI agents improperly infiltrated other companies' systems, calling for a need to slow the pace of developing cutting-edge and highly profitable models.

Oracle Corporation reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue, the business that rents computing power to AI companies. The company said its remaining performance obligations, the value of contracts signed but not yet delivered, reached $664 billion, more than seven times the revenue it expects this year, and on the back of that backlog Oracle raised its full-year revenue outlook to at least $90 billion. Roughly half of the backlog should turn into revenue within three years, more than three times what the company expects to collect in the whole of this year, and Oracle signed more than $30 billion of new AI cloud deals in the quarter, most structured as prepayments or customers bringing their own hardware. Delivering that backlog is costly: Oracle spent $28.5 billion on data centers and equipment in a single quarter, more than the cash its business generated, free cash flow stayed negative, gross margin fell more than five points to 61%, and a day after the results the company expanded its job-cut plan. Concentration risk looms as well, since a $300 billion contract with OpenAI signed last year begins in 2027 and is close to half of the current backlog, while OpenAI is still losing money. Management has pointed to an investor day in October for a fuller plan on margins and cash flow ahead of the next quarterly report in December.

OpenAI Chief Global Affairs Officer Chris Lehane confirmed during a Washington briefing on September 15, 2026, that OpenAI, Anthropic, and Google DeepMind have been coordinating for several weeks on safety protocols, moving the industry toward active coalition-building though the proposed structure remains unformalized. The three labs aim to create an industry-funded, federally overseen entity that reviews models up to 30 days before release, a model first floated by Google DeepMind CEO Demis Hassabis on July 14 and modeled on the Financial Industry Regulatory Authority. Meta, xAI, and NVIDIA openly opposed new government-led regulation at Dreamforce on September 15, underscoring that the proposed body is a strategic bloc rather than an industry-wide standard. Seven days after Anthropic CEO Dario Amodei published a 3,800-word essay on September 12 calling for an industry-wide slowdown, Reuters reported the company is considering a new model release to counter GPT-6 Astra. Cohere CEO Aidan Gomez has labeled the proposal a cartel by any other name, while the FRONTIER Act, H.R.9925, introduced in July by Representatives Obernolte and Trahan, proposes an alternative path of independent verification organizations licensed by NIST/CAISI to assess developers every six months.