The wheresthe.ai weekly brief, 28 Sep 2026
13 developments from 21 Sep 2026 to 27 Sep 2026, the Storylines they moved, and the AI deadlines coming up. Free every Monday.
This week in AI
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Appeals court upholds Pentagon’s supply-chain-risk label on Anthropic
Anthropic’s exclusion by the Department of War stands unless en banc or Supreme Court review succeeds, and a vendor’s usage restrictions can count as a supply-chain risk.
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Kansas City Fed’s Schmid asks whether the AI ecosystem is becoming too big to fail
Kansas City Fed President Jeff Schmid wants the Fed to find out whether the web of firms and contracts behind the AI data-centre build-out poses systemic risk.
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Claude computes a nine-loop particle-physics amplitude; the human record was eight
A model did most of a frontier-of-field physics calculation for about $100 of compute. The physicists involved say it executed a known recipe and did not supply a new idea.
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Alibaba says Qwen 4 is in training and unveils its Zhenwu V900 AI chip
China’s largest cloud provider is pairing its own AI chips with larger Qwen models as US export rules limit NVIDIA supply.
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Sakana AI opens a recursive self-improvement lab in Tokyo with Schmidhuber as adviser
A Japanese lab has made self-improving AI its stated research programme, under a sovereign AI strategy, and names the failure modes it has already hit.
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Anthropic says Claude agents found a new CRISPR-like enzyme system in phage DNA
Anthropic ran both the database search and the lab work itself, with about 950 Claude agents and its own BSL-1/2 lab, though the system’s biological function is still unknown.
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OpenAI gives Ukraine’s government access to its Daybreak cyber defence programme
Ukraine’s defenders of hospitals, energy and telecoms networks get OpenAI tools for finding and fixing software vulnerabilities.
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OpenAI publishes MentalHealthBench, built with 80 mental health experts in 22 countries
Developers and regulators get an open, clinician-built test for chatbot answers across everyday mental health conversations, beyond crisis scenarios.
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Microsoft plans more than $10bn in Gulf cloud and AI spending through 2030
Gulf governments building national AI programmes get more Microsoft data centre capacity and sovereign cloud options through 2030.
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Anthropic releases Claude Opus 5.5 at 40% lower cost than Opus 5
Developers get Fable-level performance at Opus prices, with biology and cyber work gated through Anthropic’s verification programmes.
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OpenAI releases GPT-6 Sol and Luna and halves their API prices
Developers get GPT-6-generation models at half the previous price, nearly three weeks after OpenAI released its top model, GPT-6 Astra.
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xAI releases Grok 4.7 on a larger base model at Grok 4.6 prices
Grok 4.7 costs $2 and $6 per million tokens against $10 and $50 for Fable 5.1, and trails it on CursorBench and Terminal-Bench in xAI’s own table.
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OpenAI names nine mathematicians to an advisory group after the Fields Medallists’ letter
The mathematicians get a formal channel into OpenAI’s results, and OpenAI keeps the pace of its maths work out of their remit.
Storylines with new stops
KeyStoryRule or law
- Pentagon says it has stopped using Anthropic’s products
- Hegseth launches Project Meridian with Musk, Luckey and Gingrich to plan future war
- Appeals court upholds Pentagon’s supply-chain-risk label on Anthropic
- EO 14409 (covered frontier models)
- +5 more stops
- Hegseth launches Project Meridian with Musk, Luckey and Gingrich to plan future war
- Appeals court upholds Pentagon’s supply-chain-risk label on Anthropic
- Pentagon labels Anthropic a supply-chain risk after it refused to drop two limits
- OpenAI agrees to deploy its models on Department of War classified networks
- +5 more stops
- Kansas City Fed’s Schmid asks whether the AI ecosystem is becoming too big to fail
- BIS: private credit lending to tech passed $1tn, with 46% of borrowers loss-making
- BIS chief says the AI boom is now funded by debt and circular deals, and warrants caution
- FSB chair Bailey warns G20 of frontier AI risks: cyber first, then valuations
- +5 more stops
- DHS orders DeepSeek products out of federal civilian IT systems and procurement
- GSA issues AI clause letting agencies test purchased models and requiring change notices
- Appeals court upholds Pentagon’s supply-chain-risk label on Anthropic
- Pentagon signs classified-network AI deals with eight firms, leaving out Anthropic
- +5 more stops
- White House announces $2.4bn in industry AI pledges for the Genesis Mission
- Google DeepMind publishes SynthID Bio watermarking for AI-designed proteins in Nature
- Anthropic says Claude agents found a new CRISPR-like enzyme system in phage DNA
- White House commits $5bn+ to Genesis Mission and selects 278 AI-for-science projects
- +6 more stops