AI Policy · Daily

  • UK's AI minister rebukes OpenAI for pausing its Stargate data center project, citing energy costs and regulation. Separately, London launches a $675M sovereign AI fund.
  • Anthropic ships Opus 4.7 with a new Cyber Verification Program that loosens guardrails for vetted security professionals ahead of a broader Mythos release.
  • The EU will order Meta to change WhatsApp's AI data practices, using antitrust authority rather than AI-specific law to regulate training data.
  • Pentagon officials brief Congress on Golden Dome, a missile defense system integrating AI for real-time threat assessment and automated targeting.
  • Major tech partners including Nvidia, JPMorgan, and Apple call Anthropic's restricted Mythos model a sharp improvement for cybersecurity.

I.AI Policy Today

Anthropic releases Opus 4.7 with cybersecurity safeguards and launches Cyber Verification Program

Anthropic released Claude Opus 4.7, which scored 64.3% on SWE-Bench Pro, a software engineering benchmark, more than 10 points above Opus 4.6. The company simultaneously launched a Cyber Verification Program to loosen cybersecurity guardrails for vetted security professionals. Anthropic said Opus 4.7 does not advance its capability frontier; Mythos Preview outperforms it on every evaluation. Findings from the deployment will inform the timeline for broader Mythos release.

Read at The Verge ↗

EU plans to order Meta to change WhatsApp AI data policy during antitrust probe

European Union regulators plan to require Meta to modify how WhatsApp handles user data for AI purposes as part of an ongoing antitrust investigation, the Wall Street Journal reported. The order targets both privacy and competition concerns over using messaging data to train AI models. The EU is using existing competition law authority rather than new AI-specific legislation to regulate AI training data practices.

Read at Wall Street Journal ↗

Pentagon leaders brief Congress on Golden Dome's AI-integrated missile defense architecture

Senior Pentagon officials testified before Congress on the Golden Dome homeland missile defense system, which integrates AI for real-time threat assessment and automated coordination across multiple interceptor layers. The system would deploy AI-driven sensor fusion and automated targeting to protect the U.S. homeland against ballistic and hypersonic missile threats. Pentagon leaders characterized Golden Dome as the next generation of U.S. homeland defense infrastructure.

Read at DOD News ↗

II.China Watch

China's daily AI token usage surpasses 140 trillion in March, up 40% from late 2025

Mao Shengyong, deputy head of the National Bureau of Statistics, told a State Council briefing that China's daily average AI token consumption exceeded 140 trillion in March, up more than 40% from the end of 2025, per TechNode. The figure, which tracks API calls across China's major model providers, represents a roughly 1,000-fold increase over two years. The bureau presented the data as part of a broader government assessment of China's commercial AI deployment.

Read at TechNode ↗

Chinese robotics startup TARS closes record $455M Pre-A round

Beijing-based embodied AI company TARS, founded in February 2025, closed a $455 million Pre-A funding round, the largest such round in China's embodied AI sector, per Pandaily and Caixin. The company has demonstrated a humanoid robot performing hand embroidery, a level of fine-motor dexterity uncommon in current humanoid platforms. The round is roughly ten times the typical Pre-A for Chinese AI startups.

Read at Pandaily ↗

Alibaba open-sources Qwen3.6-35B-A3B, a coding-optimized model rivaling far larger systems

Alibaba's Qwen team released Qwen3.6-35B-A3B under an Apache 2.0 license, a sparse mixture-of-experts model with 35 billion total parameters but only 3 billion active, per Pandaily. On agentic coding benchmarks it outperforms Google's Gemma4-31B and competes with dense models ten times its active parameter count, while supporting a context window exceeding one million tokens. The model is the latest in a series of permissively licensed releases from Chinese AI labs this year.

Read at Pandaily ↗

Chinese Academy of Sciences researchers deploy diamond-copper cooling material in AI data center, claiming 80% efficiency gain

A team from the Ningbo Institute of Industrial Technology at the Chinese Academy of Sciences developed a diamond-copper composite that improves AI data center cooling efficiency by up to 80%, per SCMP. The material has been deployed in an AI computing node in Zhengzhou, Henan province. Industry projections put the Chinese market for diamond-metal thermal materials at roughly 10 billion yuan ($1.4 billion).

Read at SCMP ↗

III.Capability & Research Watch

Pentagon's "humans in the loop" AI weapons policy rests on a false assumption, analysis argues

AI systems deployed in combat are "black boxes" whose decision-making humans cannot interpret before the systems act, a neuroscience researcher argues in MIT Technology Review. The article cites AI systems in the Iran conflict that generate targets in real time, coordinate missile interceptions, and guide autonomous drone swarms. The analysis directly references the Anthropic-Pentagon dispute over military AI access and the current Pentagon guidelines requiring human operators to understand AI system decisions.

Read at MIT Technology Review ↗

OpenAI launches GPT-Rosalind, a frontier model for drug discovery with gated access

OpenAI released GPT-Rosalind, a model optimized for protein reasoning, genomics, and drug discovery, available as a research preview to qualified customers including Amgen and Moderna. The model is accessible through ChatGPT, Codex, and the API, with access restricted to organizations with demonstrated life sciences credentials. GPT-Rosalind puts OpenAI in direct competition with Google DeepMind in AI drug discovery and life sciences.

Read at Bloomberg ↗

Physical Intelligence robot model demonstrates compositional generalization across untrained tasks

Physical Intelligence released its pi-0.7 model, which completed tasks it was never explicitly trained on by combining skills learned in different contexts, the company said. In demonstrations, the robot operated an air fryer with minimal training data; researchers reported capabilities are scaling "more than linearly with the amount of data." Step-by-step verbal coaching enabled the robot to perform novel tasks in laboratory conditions.

Read at TechCrunch ↗

Zscaler joins OpenAI's Trusted Access for Cyber program, gaining GPT-5.4-Cyber access

Zscaler joined OpenAI's Trusted Access for Cyber (TAC) program, gaining access to the restricted GPT-5.4-Cyber model for integration into its Zero Trust Exchange and SecOps platforms, per SiliconANGLE. OpenAI launched TAC last week alongside GPT-5.4-Cyber as a gated-access framework for vetted defenders, as reported by SiliconANGLE in AIPD's April 15th edition. Zscaler will integrate GPT-5.4-Cyber into its threat detection and response systems.

Read at SiliconANGLE ↗

IV.Industry & Market Watch

Anthropic leases London office to quadruple UK headcount amid Pentagon dispute

Anthropic signed a new London office lease with space to expand its UK staff from approximately 200 to more than 800, Wired reported. The expansion comes during the company's ongoing dispute over its Pentagon supply chain risk designation, as noted in AIPD's April 14th edition. The Pentagon supply chain risk designation coincides with Anthropic's largest international hiring push. The London office would become Anthropic's biggest location outside San Francisco.

Read at Wired ↗

Musk's Tesla-SpaceX venture solicits equipment quotes for Terafab chip facility

Tesla and SpaceX's joint venture contacted chipmaking equipment suppliers including Applied Materials, Tokyo Electron, and Lam Research to solicit price quotes for the proposed Terafab facility, Bloomberg reported. Staff sought quotes for photomasks, substrates, etchers, depositors, and testers. A Musk-controlled chip fabrication facility would add a new variable to CHIPS Act subsidy allocation and semiconductor export control enforcement. Industry observers remain skeptical about the feasibility of a new entrant in advanced chip manufacturing.

Read at Bloomberg ↗

Google blocked 8.3 billion ads in 2025 using Gemini AI, but suspended fewer advertiser accounts

Google's annual ads safety report shows the company blocked 8.3 billion ads globally in 2025, up from 5.1 billion in 2024, with AI systems catching more than 99% of policy-violating ads before users saw them. The company identified 602 million scam-related ads and 4 million advertiser accounts linked to scams. The shift toward content-level blocking without account suspension creates an enforcement model that platform regulators have not yet addressed. Despite the increase in blocked ads, Google suspended fewer advertiser accounts than in 2024.

Read at TechCrunch ↗

AI-driven traffic to U.S. retailers surged 393% in Q1, with AI visitors now outconverting humans

AI-generated traffic to U.S. retail sites rose 393% year-over-year in Q1 2026, with AI-driven visits producing 37% higher revenue per visit than non-AI traffic, according to Adobe Analytics data covering more than one trillion site visits. AI visitors now convert at rates 42% above human shoppers, reversing a 38% deficit from a year ago. AI-intermediated commerce complicates FTC consumer protection and disclosure enforcement. Thirty-nine percent of surveyed consumers said they used AI tools for online shopping in Q1.

Read at TechCrunch ↗