Altman scheduled into Washington this week (Trump administration, senators, Senate Intel top Democrat) — scheduling reports only, no meeting confirmed today; EO-14409 query itself returned zero items. (CNBC)
2026-07-27
The OpenAI embolism suit kept generating coverage (filed Sunday; "take it easy" advice before a near-fatal PE). (Silicon UK + others)
2026-07-27
Nvidia −4%, credit-default swaps wider, on its own $250B guarantee — "AI stocks crash" headlines; Axios: "reignites circular financing concerns"; bond desks re-pricing "$1T+/yr of AI." CoreWeave/Nebius rose on the constructive read. (CNBC · Axios)
2026-07-27
The guarantee firmed to $250B (WSJ/Reuters/CNBC) — and the market answered: NVDA −5%, CDS record single-day widening.
2026-07-28
Nvidia in talks to backstop up to $500B for a 10GW Ohio megasite (SB Energy/SoftBank; largest single-site figure on the map). The weekend's figure tangle resolves as THREE numbers: $250B guarantee · $500B total project · $350B separate chip-financing. Microsoft, Google, Anthropic are interested tenants, not backers — "Microsoft-backed" headlines overclaim. (CNBC)
2026-07-28
OpenAI + Google DeepMind lobbying against the AI Kill Switch Act (CNBC, headline-tier — full text unreachable, thin).
2026-07-28
Rincon met on "Camellia" in person — the local-opposition track on OpenAI's 3.2GW Georgia site went live (WTOC).
2026-07-28
ChatGPT Health went GA for all US adults, tied to Apple Health (TechCrunch 07-23; late-fold into the meta-thread).
2026-07-28
The Ohio figure tangle resolved as three numbers: $250B guarantee · $500B total Piketon-site cost · $350B separate Nvidia chip-financing.
2026-07-28
The Q2 lobbying wave, from the LDA register directly: OpenAI's 2nd-Quarter amendment posted 07-23 — $1.2M own-firm spend — atop its 07-20/21 reports; Microsoft's quarter posted via at least four outside registrants (Hollier $30k · Harbinger $60k · Elevate $60k · Michael Best $50k). 110 filings buffered from watched names.
2026-07-28
