Microsoft Lets Oracle AI Compute Contract Expire: Older-Generation Nvidia Chips Trigger Review of $80 Billion Cloud Deals

Microsoft has decided not to renew its 2023 AI compute leasing agreement with Oracle and is phasing out Oracle data-center capacity, as older-generation Nvidia chips no longer match current AI inference needs. The move is part of a broader review of more than $80 billion in external cloud contracts and adds to pressure on Oracle’s already strained finances.

Microsoft 甲骨文 NVIDIA
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Democrats Plan 2027 Push for Mandatory Independent AI Testing: A Critical Leap from Industry Self-Regulation to Statutory Obligation

Democrats have unveiled a detailed AI regulatory roadmap for the next Congress, centered on mandatory independent safety testing, legal liability for AI harms, and protection against data-center-driven electricity price increases. The plan faces a likely presidential veto, but committee hearings and legislative pressure could still shape corporate compliance expectations.

AI Regulation 美国国会 独立测试
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After Claude Guardrails Trigger, Attacker Switches to Chinese Models as ARTEX Agents Steal 300 Apple Certificates

Check Point Research says an attacker used ARTEX-driven AI agents to breach 10 grey-market signing stores, obtaining more than 300 Apple .p12 certificates and 190,000 sets of Honor of Kings credentials at a cost of roughly $700–$1,500 and about 36 billion tokens. The case shows how autonomous agent frameworks are lowering the barriers to cybercrime, with some tasks switched from Claude Opus 5.5 to Chinese models after guardrails intervened.

AI Safety 模型护栏 网络犯罪
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Pentagon CTO Announces AI Lab Compliance Landscape to Be Published This Month, Using Administrative Consolidation Instead of Dedicated Congressional Legislation

Pentagon Chief Technology Officer Emil Michael said the federal government will publish a comprehensive map of existing federal laws and regulations applicable to domestic AI labs within one to two weeks. The move reflects the White House’s preference for consolidating existing authorities rather than enacting new AI-specific legislation.

AI Regulation 美国AI政策 Pentagon
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US Department of Justice Establishes Dedicated AI Enforcement Body, but a Legal Loophole Leaves It Handicapped from the Start

The U.S. Department of Justice has created DOJ-SITF, its first dedicated AI enforcement body holding both criminal and civil authority. However, because existing laws such as the CFAA still require proof of deliberate human intent, its ability to prosecute autonomous AI conduct is limited, while companies face growing compliance pressure without clear standards.

AI Regulation 美国司法部 DOJ-SITF
136

OpenAI Releases GPT-6 Cyber: Exploit Capability Up 51%, Claims 99.93% Boundary Compliance Rate

OpenAI has released GPT-6 Cyber, a specialized security model that improves exploit development by 51% over its predecessor while being classified Critical under OpenAI's Preparedness Framework. OpenAI says access controls and alignment training support release, though most safety data is internal and only the Firefox vulnerability findings have been independently confirmed.

OpenAI GPT-6 Cybersecurity
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