The US AI Landscape

The line most in need of rewriting this year is “the incumbents don't build frontier models themselves” — Microsoft, Amazon and Meta have all come back onto the field, and the labs have started buying compute from each other. The IPO race is over too: Anthropic goes alone, OpenAI now says 2027. And the government has gone from regulator to player. Click any node to see its own network.

Snapshot: 28 August 2026 · see earlier versions