Weekly AI Update OPENAI PITCHES 5% STAKE TO U.S. GOVERNMENT OpenAI has proposed handing the U.S. government a roughly 5% equity stake, a holding worth about $42.6 billion against the company's $852 billion post-money valuation. CEO Sam Altman reportedly floated the idea directly to President Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent, framing it as a way to share AI's upside with the public. Talks remain conceptual and could require an act of Congress. MICROSOFT STANDS UP $2.5B AI DEPLOYMENT UNIT $MSFT launched Microsoft Frontier, a new business backed by a $2.5 billion commitment and roughly 6,000 engineers who embed directly inside enterprise clients to build and run their AI systems. The move lands two days after $AMZN committed $1 billion to a similar effort. ANTHROPIC SIGNS $19B DATA CENTER LEASE Anthropic will pay $19 billion to lease a 401-megawatt data center from $WULF (TeraWulf) in Hawesville, Kentucky, over 20 years. Shares of the Nasdaq-listed operator rose nearly 5% on the news, which sees initial capacity come online in the second half of 2027.