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JUL 10, 2026 · BOTTOM LINE UP FRONT

U.S. AI reaches blacklisted China units | Foreign ops influence data center backlash | Superintelligence delay proposal

OpenAI and Google sold model access to Singapore arms of Alibaba, Baidu and Tencent, whose Chinese parents sit on the Pentagon's 1260H list of Chinese military companies. Chinese, Russian and Iranian influence operations amplified U.S. opposition to AI data centers, turning the controversy into "a domestic fracture point". Two biggest AI PACs have put $44 million into 40 House and Senate races, with Leading the Future and Public First Action anchoring a network that has raised more than $200 million this cycle to shape the first federal AI law. Former OpenAI researcher Daniel Kokotajlo published "AI 2040: Plan A," calling for an international deal to delay superintelligence to 2040.

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Today's Top Stories

OpenAI and Google supplied AI services to Singapore units of blacklisted Alibaba, Baidu and Tencent

OpenAI and Google have been selling AI model access to Singapore units of Alibaba, Baidu and Tencent, whose Chinese parents sit on the Pentagon's 1260H list of Chinese military companies, the Financial Times reported. The disclosure lands as the House Homeland Security and China Select committees are already probing U.S. firms' adoption of Chinese AI. OpenAI told the FT it blocks direct access from mainland China but allows some Chinese-owned entities to use its services where safeguards can be enforced. The company said it suspended Alibaba-affiliated access after identifying concerns about model distillation, the practice of using one AI system's outputs to train a rival. Anthropic said it prohibits Chinese companies from accessing its models entirely.

Read at Financial Times ↗ · Read at Investing.com ↗

Two biggest AI PACs are spending on midterm candidates in a bid to shape the first federal AI law

Leading the Future and Public First Action have spent at least $44 million on 40 House and Senate candidates as of the end of June, per a CNBC analysis of FEC data — an early slice of the more than $200 million the groups say they've raised for the cycle. The aim is to shape the first national AI legislation, following the playbook of crypto PAC Fairshake, whose $200 million in 2024 preceded passage of the stablecoin law. Both groups back some guardrails; the sharpest split is whether a federal standard should preempt state AI laws — Leading the Future advocates a "broad, national, consistent framework," while Public First has fought preemption efforts. The bets are paying off: 25 of Leading the Future's 28 candidates and all but one of Public First's have won their primaries.

Read at CNBC ↗

Chinese, Russian and Iranian influence operations amplified U.S. AI data center opposition

Threat intelligence firm Alethea identified scores of articles and posts across China, Russia and, to a lesser extent, Iran turning U.S. data center controversy into "a domestic fracture point." A Chinese state-owned newspaper published an English-language article featuring a satellite image of a Gainesville, Va., data center and saying AI threatens Americans' well-being, per NYT. OpenAI confirmed that a comic strip made to look like a Maryland outlet's, blaming data centers for electricity bills, was generated with ChatGPT by users in China. A covert Russian operation on X questioned the viability of a U.S.-built Firebird data center in Armenia. In a June 10 letter, Sen. Tom Cotton asked acting Attorney General Todd Blanche to investigate foreign influence in U.S. data center opposition, per WIRED.

Read at NYT ↗ · Read at WIRED ↗ · Read at E&E News ↗ · Read at Sen. Cotton ↗

Former OpenAI researcher Daniel Kokotajlo publishes "AI 2040: Plan A," a policy prescription for delaying superintelligence to 2040

The AI Futures Project, led by former OpenAI researcher Daniel Kokotajlo, published "AI 2040: Plan A" Thursday, calling for an international deal that delays the development of superintelligence to 2040. The plan requires the two AI superpowers to agree to a verified slowdown, accompanied by sweeping research transparency and dozens of companies globally catching up to the frontier. Co-author Thomas Larsen told Axios the current trajectory is a "really scary status quo" and said carefully reasoned interventions could stretch the timeline over many years, "maybe a decade or so, as opposed to just a single year."

Read at Washington Post ↗ · Read at Axios ↗ · Read at AI 2040 ↗

Newsletter archive

2026-07-10

U.S. AI reaches blacklisted China units | Foreign ops influence data center backlash | Superintelligence delay proposal

Read this issue →
2026-07-09

OpenAI to ship GPT 5.6 today | State targets U.S. use of Chinese AI | AI Now RCE exploit hits Claude, Codex

Read this issue →
2026-07-08

Beijing eyes AI export curbs | China flags Claude Code 'backdoor' | Chip workforce to fall 157,000 short

Read this issue →
Browse the full archive →

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