Claire and Peter break down a day of signals that AI is moving from experimentation to critical infrastructure. They look at reports of the NSA using Anthropic’s restricted Mythos Preview model amid Pentagon supply-chain concerns, Google’s talks with Marvell to co-design next-gen AI chips to boost TPU performance, and xAI’s plans for Grok plugins inside Excel, Word, and PowerPoint. They also unpack the Vercel breach tied to a compromised third-party AI tool and the operational risk highlighted by Anthropic’s temporary suspension of Claude accounts at fintech Belo. Plus: Character.AI’s new Books roleplay mode under ongoing safety scrutiny, Germany’s push for lighter EU rules on industrial AI, India’s move into advanced chip packaging with a 3D glass substrate plant, and the growing reality of AI governance via US state-by-state laws and India’s election labelling requirements.

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