Meta confirms 8,000 layoffs against a $135B capex print. OpenAI hands the EU GPT-5.5-Cyber while Anthropic holds Mythos. Anthropic overtakes OpenAI for business customers, eyes $950B. Google I/O ships Tuesday. The concentration story keeps writing itself.
Anthropic ships Claude Mythos Preview through Project Glasswing, thousands of zero-days across every major OS and browser, given only to defenders. The EU AI Omnibus deal lands May 7 with a hard ban on nudifiers. CAISI signs pre-release evals with Google, Microsoft, xAI. May layoff print is ugly.
Big Tech Q1 prints AI as the lead growth engine, Microsoft Agent 365 hits GA as a paid control plane, GPT-5.5 carries momentum into enterprise rollouts, EU AI Act trilogue stumbles, and Challenger calls AI 26% of April's cuts. Capital is flowing into compute, not labor.
Google Cloud Next launches the Gemini Enterprise Agent Platform. GPT-5.5 ships. Google commits $40B to Anthropic on Friday. DeepSeek drops a 1.6T MIT-licensed V4 the same day. April Challenger lands ugly. The frontier-lab market is now hyperscaler-vs-hyperscaler.
Anthropic ships Claude Opus 4.7 with a tokenizer change that quietly raises the bill ~15-25% at the same headline price. OpenAI fires back with GPT-5.4-Cyber. MiniMax open-sources a self-evolving agent model that ends the hosted-frontier argument. Q1 layoff data lands ugly.
The closed-frontier club tightened. The big three US labs are sharing intelligence on Chinese distillation. Broadcom-Google-Anthropic locked TPU production through 2031 with 3.5 GW behind Claude. Meta walked away from open weights with Muse Spark. Mythos Preview held the safety line.
Q2 opens. Microsoft put an open-source agent governance toolkit on GitHub covering every OWASP agentic risk. Anthropic refused to ship Mythos 5 under ASL-4. Google split the bet with the Gemini Enterprise Agent Platform plus Gemma 4. Governance is finally shipping as code.
Q1 closed loud. The Sora public API got sunset, the White House dropped an AI framework, MCP crossed 97M installs, a Mythos leak surfaced Anthropic's next model, and Oracle led the largest layoff round in its history. Q2 starts with momentum, not from rest.
GTC 2026 anchors the week. Vera Rubin, a $1T order book through 2027, and a partnership map from Uber to Disney to Eli Lilly. Mistral ships Small 4 and announces Forge for training-on-your-own-data. AI hits 25% of March layoffs. The EU's child-safety amendment lands.
Atlassian and Block stack the largest AI-cited cuts of the cycle, the Challenger numbers put AI at 25% of US March layoffs, Anthropic sues over a Pentagon supply-chain-risk designation while Google quietly takes the contract, and NVIDIA opens GTC with $1T in Blackwell-plus-Rubin orders booked.
MWC Barcelona puts agentic AI in every booth, GPT-5.4 ships mid-week, Oracle telegraphs the largest layoffs in its history to fund AI capex, and the EU Council adds non-consensual deepfakes to the AI Act's prohibited list. The week the cuts started being about funding compute, not replacing workers.
MWC Barcelona pushes on-device AI back to the front of the stack, AMD and Nutanix sign a multi-year agentic-AI deal that makes the on-prem enterprise stack real, HyperNova 60B drops on Hugging Face, and the state-AI-law map keeps moving while the federal preemption clock ticks.
