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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.

Profile reviewed 24 Sep 2026588 developments tracked

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+

Updated daily · newest first

Latest from the US

Adoption Anthropic’s revised IPO filing shows nearly $17bn in quarterly revenue and an operating loss Anthropic's amended listing papers report nearly $17bn of revenue for July to September, a $567m operating loss and about $895bn in spending commitments. Infrastructure Adoption Palantir’s US business sales overtake its government work for the first time Palantir's quarterly revenue rose 96% to $2.31bn, and its sales to US companies passed its US government revenue for the first time. Applications Invention Marvell agrees to buy Lumentum in $115 billion all-stock deal Chipmaker Marvell will acquire optical components maker Lumentum, betting that AI data centres will increasingly move data with light rather than copper. Hardware · Infrastructure Invention Dream Labs opens a paid API for a robot brain it says can drive robots it never trained on A San Francisco start-up is renting out a robot brain by the hour. It says the model can steer robots it never trained on, but calls it a… Models · Robotics Adoption US Army’s AI maintenance assistant reaches about 4,000 soldier testers, as officials admit early errors About 4,000 soldiers have tested an Army AI tool for repair manuals and parts orders, and an official says early versions produced many hallucinations. Applications Adoption C.H. Robinson grows operating income 23% with 10% fewer staff, crediting AI The freight broker's average headcount fell 10.4% while operating income rose 23.1%, and its chief executive credits AI agents that replace manual work. Applications Adoption Judge lets NAACP pollution lawsuit against xAI’s data centre power plant go ahead A federal judge in Mississippi refused to dismiss a Clean Air Act case over gas turbines powering xAI's Colossus 2 data centre. Infrastructure · Policy Invention Agility Robotics expects to raise about $465m as it heads to Nasdaq The maker of the Digit humanoid robot says its SPAC merger should close on 4 November, with shares trading as AGLT from 5 November. Robotics

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.
Sources
  1. America’s AI Action Plan (White House)
  2. Genesis Mission update (White House)
  3. Executive Order 14365 (Paul Hastings)
  4. Colorado repeals and replaces its AI Act (Skadden)
  5. California SB 53 explained
  6. Stargate: where the US sites stand (Epoch AI)

Who builds AI in the US

All companies →
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…

the US on the timeline

Full timeline →
  1. OpenAI puts conversational ads inside ChatGPT
  2. Anthropic lets vetted labs past its biology safeguards
  3. GPT-6 Astra attacks supply chains in UK safety tests
  4. Appeals court treats AI training licences as a market
  5. Judge dismisses publishers’ AI Overviews antitrust suits
  6. METR finds AI speeding up Anthropic’s model progress

People

Who’s shaping AI in the United States

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