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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 2026580 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

Invention Tesla starts building production-quality Optimus robots in Fremont Tesla says its first production-quality Optimus humanoid robots are coming off a high-volume line in California, though a full ramp is at least a year away. Robotics Invention Eka Robotics raises $150m for robots that feel as well as see The start-up, co-founded by an MIT professor and a former DeepMind researcher, says its vision-force-action model lets robots pick items about 2.5 times faster than a person in… Robotics Invention OpenAI says GPT-6 Astra lifts COBOL coding from 11% to 72% on its own new benchmark OpenAI reports big gains for its latest models in older languages such as COBOL and Fortran, and is releasing the benchmark on GitHub so others can check. Models Invention Tenstorrent raises $1.5bn to put its Galaxy AI servers into volume The RISC-V AI chip company is now valued at $6.2bn and will spend the money on servers, open-weight models and chip licensing. Hardware Invention Waymo drops the waitlist in San Antonio, San Diego and Tampa Anyone in the three cities can now hail a driverless Waymo from the app, including rides at San Antonio International Airport. Applications · Robotics Invention Nvidia adds a 120bn Nemotron and two models built to run on one machine Nemotron 3.5 Super VL and two smaller Bolt models are out with open weights, and every performance figure in the announcement is Nvidia’s own. Hardware · Models Invention Meta publishes open weights for an 816bn-parameter Muse Spark model Meta has put open weights for a Muse Spark model on Hugging Face, with no benchmark results and no licence terms in the announcement. Models Invention Nvidia signs Mercedes and Volvo to the same driving stack in two days Mercedes-Benz and Volvo Cars have both expanded their Nvidia partnerships within 24 hours, and both are adopting the same compute, driving software and safety layer. Applications · 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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