OpenAI Courts Feds, Meta Eyes Cloud Services

OpenAI has reportedly offered the U.S. government a 5% stake in the company, widely seen as a bid for favorable regulatory treatment from the Trump administration. Meanwhile, Anthropic's most powerful AI models were freed from export controls, though with significant restrictions, as Chinese AI models continue advancing with fewer guardrails. Meta is moving into cloud services while its AI agent development lags behind expectations. The neocloud trend is growing, with SoftBank also planning AI cloud offerings. Inference chipmaker Etched launched with $800 million in funding, and South Korea announced a $584 billion chip initiative, though investor Michael Burry sees that as a warning sign for AI's trajectory.