The Trump administration shared the details of its plan with OpenAI, Anthropic, and other AI labs on Tuesday. For now, the public remains in the dark.

Three of the biggest US tech companies reported record profits and record infrastructure spending on Wednesday, fueling speculation about a possible AI market bubble.

At OpenAI’s Developer Day, CEO Sam Altman showed off apps that run entirely inside the chat window—a new effort to turn ChatGPT into a platform.