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THE LATENT: Anthropic has signed an $11.6 billion multi-year cloud agreement with Akamai to support its growing CPU workloads.

The deal could expand by another $9 billion, bringing Anthropic's total potential commitment to about $20 billion. Akamai shares rose more than 21% in after-hours trading following the announcement. $AKAM

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ANTHROPIC SEEKS SPECIAL CLASS VOTING SHARES FOR ITS CEO AND SIX COFOUNDERS, GIVING THEM COLLECTIVE GOVERNANCE CONTROL: THE INFORMATION

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THE LATENT: Democratic Sens. Mark Warner and Brian Schatz introduced a bill that would put forth safety and security standards for advanced AI systems.

"Our bill is about making sure humans remain in control of AI models and preventing future breaches with rigorous standards, testing, and oversight," Schatz said. "Immediate risk requires immediate action."

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THE WHITE HOUSE ASKS OPENAI AND ANTHROPIC TO KEEP NEW MODELS FROM THE UK UNTIL A FURTHER REVIEW

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GOOGLE IS PREPARING FOR A TEST LAUNCH OF PROJECT SUNCATCHER, SOLAR POWERED TPU DATA CENTERS IN SPACE

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THE LATENT: Oracle has sent a force majeure notice regarding the development of its Project Jupiter data center in New Mexico, which is facing regulatory setbacks.

The company wants to delay payments if the site misses its planned 2028 opening, according to Bloomberg. $ORCL

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THE LATENT: Island raised $400 million in Series F funding at a $6.4 billion valuation, led by Evolution Equity Partners.

The enterprise security company said the funding will support its platform for governing human and AI-agent activity across browsers, endpoints, networks, and data.

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THE LATENT: A group of 25 state attorneys general, led by New York AG Letitia James, is calling on Congress to pass "substantive legislation" to regulate the AI industry.

"In recent weeks, alarming reports of AI agents breaking containment have shocked the nation," James said. "My colleagues and I are calling on Congress to act swiftly to establish a regulatory framework for AI development to ensure this does not continue."

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THE LATENT: Luxor has launched a full-stack AI infrastructure business spanning energy supply, GPU and AI hardware sourcing, cloud services, compute trading, and derivatives.

Luxor AI will serve the AI and high-performance computing market, with the firm also opening an office in San Francisco.

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US SENATORS TO ROLL OUT AI TRANSPARENCY BILL ON THURSDAY, FORCING COMPANIES TO DISCLOSE MORE

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GOOGLE, OPENAI AND ANTHROPIC ARE PUSHING FORWARD TO CREATE AI SAFETY BODY ON THEIR OWN, WITHOUT GOVERNMENT OVERSIGHT. TO LAUNCH IN LATE 2026 OR EARLY 2027: THE INFORMATION

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THE LATENT: Qualcomm unveiled Snapdragon Sound Elite Gen 2, its first audio platform built for personal AI, enabling wearables to run on-device AI and connect directly to cloud-based assistants without a paired smartphone.

Qualcomm says it delivers up to 2x greater AI capability than its predecessor.

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NEW: A threat actor compromised MemTensor's AI agent memory tooling with malware capable of stealing developer credentials and self-propagating through other software packages, according to security researchers.

The affected software includes MemoryOS, a long-term memory library for LLMs and AI agents, and MemTensor's official OpenClaw plugin.