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Anthropic secures massive compute deal with SpaceX, gaining access to 300+ megawatts and 220,000 GPUs. OpenAI expands GPT-5.5-Cyber access to Europe as AI defense capabilities go global.

OpenAI launches advanced voice AI with GPT-Realtime-2, Anthropic and OpenAI announce major enterprise joint ventures, NASA deploys the first AI foundation model in orbit, and DeepMind's AlphaEvolve achieves breakthrough results across science and infrastructure.

OpenAI and Anthropic launch separate billion-dollar joint ventures with Wall Street firms, the Pentagon strikes classified AI deals while blacklisting Anthropic, and US launches global campaign against DeepSeek model distillation.

Anthropic eyes $900B valuation in potential $50B round, Google invests $40B in Anthropic, and the Pentagon turns to Google after Anthropic's refusal to work with defense.

OpenAI ends its Microsoft exclusivity to bring models to AWS and Google Cloud, Anthropic overtakes OpenAI with $30B ARR, and Google rolls out proactive Gemini assistance.