In this episode, we cover the **Pentagon's AI deals** with OpenAI and Google, as Anthropic is snubbed over safety. OpenAI **abandons Stargate data center** plans and **ends Microsoft's cloud exclusivity**, expanding to AWS and Google Cloud. Plus: Meta opens ad tools to ChatGPT, and TSMC accelerates 2nm AI chip production.

Sources:
• Deal: https://www.latimes.com/business/technology/story/2026-05-01/google-nvidia-and-other-tech-titans-sign-ai-deal-with-the-pentagon
• Stargate: https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-has-effectively-abandoned-first-party-stargate-data-centers-in-favor-of-more-flexible-deals
• Azure: https://www.marketingprofs.com/articles/2026/51890/ai-update-may-1-2026-ai-news-and-views-from-the-past-week
• Meta: https://digiday.com/marketing/meta-opens-its-ad-ecosystem-to-third-party-ai-tools/
• TSMC: https://technode.com/2026/05/01/tsmc-accelerates-2nm-expansion-targets-record-five-fab-ramp-in-2026/