Countries / United States
AI in the United States
Build fast, regulate lightly at federal level, and push one national rulebook that overrides state AI laws.
- Stargate AI infrastructure pledge (Jan 2025)
- $500bn
- California’s frontier-model law, SB 53, in force
- 1 Jan 2026
- Genesis Mission federal commitments (Jul 2026)
- $5bn+
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Latest from the US
Adoption
A faster checkpoint for NVIDIA’s surgical video model
NVIDIA has added a distilled checkpoint to its open-weights surgical video model, claiming a near thirteenfold speed-up, with the card explicit that it is not for clinical use.
Applications · Research
Invention
NVIDIA documents its open speech-to-speech model, weak spots included
The technical report for NVIDIA's open full-duplex speech model reports strong interruption handling alongside noticeably weaker tool-calling accuracy.
Models · Research
Adoption
Google, Nvidia and Emerald AI launch an alliance on grid-flexible data centres
A new coalition wants data centres to adjust their power draw in response to grid conditions — the structure and intent are set out, but no figures, targets…
Infrastructure
Invention
Google ships Gemini 3.8 Live for real-time voice agents
Google’s new Gemini 3.8 Live audio models complete 35.1% of Sierra’s τ-Voice-banking tasks — the figure that says most about where voice agents actually are.
Models
Adoption
Google puts generated classroom simulations in front of teachers
Google Research has released a library of more than 30 AI-generated STEM simulations for teachers, backed so far by a study of twelve of them.
Applications · Research
Adoption
AWS rewrites its agent runtime and changes how memory is billed
A new platform version of Amazon Bedrock AgentCore reclaims memory during a session rather than billing peak allocation for its whole life.
Infrastructure
Invention
Moonshot’s Kimi K3 arrives on Amazon Bedrock
The open-weight 2.8-trillion-parameter model is now available behind AWS procurement terms, and is the first open model on Bedrock with explicit prompt caching.
Models
Invention
xAI claims halved transcription errors at the same price
Grok Voice Transcribe 2.0 keeps version 1.0 pricing and includes speaker diarisation, though most of the accuracy evidence is xAI’s own.
Models
Profile
Reviewed monthly · Sources (6)
Strategy
America’s AI Action Plan (July 2025) sets out 90+ federal actions on innovation, infrastructure and diplomacy. The Genesis Mission for AI in science has $5bn+ in federal commitments across 278 projects (July 2026).
Regulation
No federal AI law. Executive Order 14365 (Dec 2025) set up a DOJ task force to challenge state AI laws. California’s SB 53 on frontier-model transparency has applied since 1 Jan 2026; Colorado replaced its AI Act with a narrower law from 1 Jan 2027.
Compute
Stargate targets 9+ GW across seven US sites by 2029, with Abilene, Texas the first live site (Epoch AI). Nvidia H200 exports to China have been licensed case by case since January 2026.
Key labs
OpenAI, Anthropic, Google DeepMind, Meta, xAI, Microsoft, Nvidia.
Notable models
Every frontier release is tracked on Model releases; the September 2026 flagships are GPT-6, Claude Opus 5.5, Gemini 3.8 and Grok 4.7.
What to watch
The first DOJ lawsuit against a state AI law; SB 53’s first year of enforcement; whether the Abilene site reaches 1.2 GW in Q4 2026.
Who builds AI in the US
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AmazonGlobal e-commerce and logistics company whose AWS division is…
AMDFabless semiconductor company designing x86 processors, GPUs, adaptive silicon…
AppleConsumer electronics company that designs the iPhone, Mac, iPad…
BroadcomFabless semiconductor and infrastructure-software company designing networking, broadband and…
GoogleInternet and software company behind Search, YouTube, Android, Google…
IntelIntegrated device manufacturer designing and fabricating x86 processors, GPUs…
MicrosoftSoftware and cloud computing company best known for Windows,…
NVIDIAFabless semiconductor company designing GPUs, CPUs, networking silicon and…
QualcommFabless chip designer that makes mobile processors and modems,…
TeslaElectric vehicle and energy company that also builds autonomous…