Category
Policy & Regulation
Brussels, Washington, and the chip corridor. 3 pieces.
Chip Diplomacy
Washington rescinded its own China chip-tiering rule, invented a 15 percent revenue cut for itself, and watched Beijing walk away from the table anyway, sending Nvidia's Jensen Huang chasing tens of billions in Gulf orders instead.
Brussels Sets the Clock
The EU AI Act crossed its August 2026 deadline with transparency duties rather than the high-risk regime once expected, after a Digital Omnibus reshaped the calendar and split the field's labs into signers, partial signers, and one conspicuous holdout.
Washington's Preemption Fight
A White House pushing federal preemption of state AI laws, a Senate that rejected a blanket moratorium 99 to 1, and rival super PACs from Anthropic and OpenAI-adjacent investors turned 2026 into the year AI policy split labs into camps.