Today's brief covers two developments that show where the AI race is really being fought in 2026 — not in model benchmarks, but in infrastructure control and government access.
OpenAI doubles down on Cerebras: A reported $20B+ three-year deal for chip-powered server capacity plus an equity stake signals that compute access, not just model quality, is the defining competitive advantage in AI right now.
White House moves to deploy Anthropic's Mythos: The OMB is setting up protections to give Cabinet-level agencies access to an AI model its own maker considers too dangerous for public release.
Sources: The Information via Reuters | Bloomberg News | Politico