Tyler Kendall

We already have those investigations ongoing against China and Brazil.

But Ed and Caroline, a senior administration official, tells me that we should expect more investigations to be announced in the weeks ahead.

And this puts it in direct competition with all sorts of Windows PC makers that have long offered budget laptops, not to mention Chromebooks.

Machines that are sold not just to individuals who are on a budget, but also institutions like schools that are buying in bulk.

Yes, absolutely.

We heard from Anthropic saying that the Pentagon has made, quote, virtually no progress on its demands for safeguards in exchange for the military using its AI tools.

Those safeguards

Demands include prohibition on the use of its tech for one, mass surveillance of Americans, and two, in fully autonomous weapons.

The thing is, the Pentagon says that it doesn't want to use the technology in these ways, that it will comply with federal law, and that it just doesn't want these predetermined limits.

Definitely, Ed.

That was the clearest, particularly because it goes back to the issue of affordability, which really seemed to define President Trump's comments last night.

Because this push to have big tech companies build their own power plants ties back to the idea that the president wants to see those electricity costs come down for American consumers.

Now, as you mentioned, we were expecting...

This announcement from the president, Bloomberg News, reporting that he would roll out what's being called a ratepayer protection pledge, though he didn't necessarily outline additional details, including how this would be implemented or enforced.

It is our understanding this would be a non-binding pact.

Though people familiar with the matter do tell us here at Bloomberg News that the White House is in active discussions with companies like Microsoft and Alphabet about signing on to these pledges.

We very likely could see a more formalized effort announced by the White House next month amid reports that there will be a formal White House event here where I am as the administration is trying to show some more forward progress.

We know, for example...

Officials had called just last month for the nation's largest power grid operator, PJM, to host an emergency power auction specifically for these big tech companies.

Because as we head into the midterms, it is all about affordability.