The afternoon briefing.

Geopolitics. The intersection of AI and national security is increasingly complex, as seen with Anthropic's crisis triggered by alleged China ties at SK Telecom. US officials reportedly intervened due to concerns over the South Korean conglomerate's access to Anthropic's Claude Mythos model. This incident highlights a growing emphasis on AI sovereignty, with governments and enterprises prioritizing control over advanced AI technologies. Bernie Sanders also proposed a $7 trillion plan to give Americans control of the AI industry.

AI Capabilities. OpenAI claims a significant advancement in healthcare, stating that ChatGPT's new GPT-5.5 Instant model now outperforms doctor-written answers in accuracy, clarity, and completeness. Meanwhile, Google DeepMind is treating its own AI agents as potential insider threats, implementing an "AI Control Roadmap" to manage risks. This comes as experts warn that a Claude feature has been hijacked by hackers to launch a major malware campaign, underscoring ongoing security challenges.

AI Infrastructure. The demand for AI compute continues to drive significant investment and strategic shifts. Amazon is reportedly in talks to sell its AI chips directly to other data centers, aiming to challenge Nvidia's dominance. This move coincides with the International Finance Corporation committing $371 million to Sify for two new data centers. Furthermore, AI data centers have received a government-mandated fast lane to the grid, though electricity supply shortages remain a concern.

AI in Society. Public perception of AI's role in daily life remains mixed, particularly in personal areas. A Match report indicates that nearly half of US singles view AI negatively in dating, despite openness to AI assistance for profiles. In a surprising pivot, Midjourney is reportedly shifting from AI image generation to a body scanning medical spa. Additionally, 'Queer Eye's' Karamo Brown launched Kē, a wellness app featuring an AI digital clone to assist with personal growth.