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AI Alerts — May 13, 2026 (Morning)

TL;DR
  • AI supply chain security is deteriorating fast: Shai-Hulud worm goes open-source on GitHub the same week Foxconn confirms an 8TB breach exposing Apple, Nvidia, and Google schematics.
  • Capital concentration accelerates regardless: Cerebras prices a $48.7B IPO while Anthropic moves to acquire SDK startup Stainless for $300M+, both in the same 24-hour window.
  • Governance pressure on Sam Altman is building from multiple directions simultaneously: six GOP state AGs, the House Oversight Committee, and an SEC scrutiny push all land ahead of a potential OpenAI IPO.
  • Nature and a Microsoft study signal that AI-assisted bioweapon design is no longer theoretical, with models already helping redesign toxins to bypass DNA synthesis safety checks.

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