Mythos Enters the White House, OpenAI Enters the Lab | Rewire News Morning Brief

The White House squeezed Mythos into six federal departments on the same day, OpenAI taught AI to read RNA, AMD and Intel hit record market caps, and Michigan consumer confidence hit a 74-year low.

1｜White House Opens Mythos to Six Departments, Anthropic Keyholder Amid Lawsuit

White House OMB Federal CIO Barbaccia emailed the Department of Defense, Treasury, Commerce, Homeland Security, Justice, and State on Tuesday to arrange Mythos access with protective measures. Anthropic is still labeled a "supply chain risk" by the Pentagon, with a military contract ban still in place, but the White House has circumvented the military to push this tool into the federal executive system.

"Thousands" of critical vulnerabilities have been found in Mythos in operating systems and browsers. The UK Technology Minister warned businesses to "be concerned" on the same day. Anthropic's Opus 4.7 released on Thursday surpassed GPT-5.4 by 64.3% in SWE-bench Pro, but openly acknowledged lagging behind Mythos (93.9%). Consumer-side upgrades are underway, while the government-side ace is being rapidly distributed on another track. The CPO exited the Figma board to prepare to push a competitor design tool, and the "SaaS doomsday scenario" is beginning to circulate.

(Source: Bloomberg / Reuters / The Hill / Axios / VentureBeat)

2｜OpenAI Strikes Back on Two Fronts: One Model Enters Lab, One Agent Enters Your Desktop

OpenAI unveiled GPT-Rosalind on Thursday, named after DNA co-discoverer Rosalind Franklin, specializing in life sciences. RNA prediction surpassed over 95% of human experts, with initial clients Amgen, Moderna, Thermo Fisher. Pharmaceutical AI competition has shifted from "what can be done" to "whose model is embedded in which pharma pipeline."

On the same day, Codex completed its largest update. Desktop application now has a separate cursor, background operation across any app on Mac, multiple agents running in parallel without disrupting the user. Added browser, memory, image generation, 111 plugins, with a weekly active developer base of 3 million. TechCrunch characterized this as a "direct shot" at Claude Code. Anthropic's agent is in intelligence reduction, OpenAI's agent is in expansion, shifting the competition focus from models to developer toolchains.

(Source: Reuters / OpenAI / TechCrunch / VentureBeat)

3 | Stanford Report: China AI Gap Narrows to 39 Points, Pentagon Turns to Google to Fill Anthropic Gap

Stanford's HAI 2026 AI Index was released on Thursday. The Arena score gap has narrowed from over 1300 points in 2023 to 39 points (2.7%). China's AI paper citation rate is 20.6%, exceeding the U.S.'s 12.6%, with industrial robot deployment volume 9 times that of the U.S. However, U.S. private AI investment of $285.9 billion is still 23 times that of China. The most striking figure is talent mobility, with AI scholars flowing into the U.S. declining by 89% since 2017, accelerating by 80% in the past year.

The Information reported on the same day that Google is in talks with the Pentagon to deploy Gemini in a classified environment. This follows the Anthropic exclusion gap. Google has proposed clauses banning use for large-scale surveillance or unmanned autonomous weapons. Chinese chip factories have set record imports of U.S. equipment via Southeast Asia, with domestic manufacturers recording high revenue but squeezed profits due to price wars. The AI race is nearing in papers and rankings but remains fragmented in capital and hardware pipelines.

(Source: Fortune / Stanford HAI / The Information / Tom's Hardware / Newsweek)

4 | AMD and Intel Hit Record Market Caps on Same Day, AI Infrastructure Focus Shifting from Training Side to Inference Side

AMD reached a historical high market cap of $454.0 billion on Wednesday with a stock price of $278. Intel's market cap approached $340.0 billion, hitting a 25-year high, with the stock price testing $68. The driving force behind the simultaneous surge of these two CPU giants is not GPU substitution but the sharp rise in demand for high-performance CPUs and high-bandwidth memory driven by agent AI and RAG systems. Tom's Hardware stated that "CPUs are cool again".

AMD secured 30% of the x86 market share, while Intel announced the 18A process Wildcat Lake processor as a countermeasure on the same day. The narrative of AI investment in the past two years has revolved around Nvidia and algorithm construction, but now inference and agent orchestration are beginning to reassess the strategic value of CPUs. The focus of AI infrastructure is shifting from the training side to the inference side.

(Source: Tom's Hardware)

5｜Consumer Confidence at 74-Year Low, Wall Street Hits Record High. IMF Says AI May Be the Only Redemption

The University of Michigan's Consumer Confidence Index had an early April reading of 47.6, hitting a 74-year low and dropping 10.7% from March. Inflation expectations rose to 4.8%. Economist Sahm summarized: "The stock market reacts to risk transfer, while households react to reality." On the same week, the big banks' trading revenue surpassed $40 billion, setting a record, with Goldman Sachs posting its second-highest quarterly revenue in history and Bank of America's net profit of $8.6 billion reaching a 20-year high. The S&P 500 crossed the 7000 mark.

The IMF Fiscal Monitor report released the same week projected global public debt to reach 100% of GDP by 2029, with U.S. debt exceeding 125% of GDP. Stabilizing the debt would require a four-percentage-point fiscal tightening, marking the largest adjustment in peacetime. The IMF pointed out that AI could enhance government efficiency but warned of labor disruptions. The contours of a K-shaped differentiation have solidified, with the capital markets benefiting from volatility in trade wars and the consumer markets footing the bill for the tangible costs of war.

(Source: Fortune / University of Michigan / CNBC / IMF / BusinessToday)

6｜Crypto and AI PAC Ammunition Exceeds $250 Million, But Illinois Primaries Raise Red Flags

FT reported that Political Action Committees in the crypto and AI industries raised over $250 million combined ahead of the midterm elections. Fairshake led with $191 million cash on hand, ranking first among U.S. super PACs, backed by Coinbase, a16z, Jump Crypto, and Ripple Labs. On the AI side, Leading the Future held $39 million, with funding primarily from the OpenAI founding family and a16z.

However, the March Illinois primaries sounded an alarm: Fairshake spent over $10 million opposing Lieutenant Governor Stratton, yet she still won the Democratic Senate nomination. Industry funding helped a friendly candidate win the 2024 primaries, but by 2026, voters are becoming increasingly wary of tech industry money influencing elections. Technology capital's policy investments have shifted from blitzkrieg to attrition warfare.

(Source: FT / Fortune / NBC News)

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