“Super intelligence” required with a “voluntary” accord
Trump orders “super intelligence,” signs a voluntary frontier accord, and Quinnipiac clocks 25% — plus DeepSeek’s Ascend exit and OpenAI’s Space/dots week.
· The Aigentic · Morning Brief
Good morning. Washington just ordered the executive branch to say “super intelligence” — the same day as a voluntary frontier safety accord and a Quinnipiac print that gives Trump 25% on AI. Overnight, DeepSeek and Huawei open-source Ascend tools, and OpenAI keeps shipping agents into a week that still killed Astra.
CNBC reports President Trump signed an executive order requiring executive-branch agencies to say “super intelligence” instead of “artificial intelligence,” a rebrand dropped the same day as the White House’s voluntary safety accord with frontier CEOs — and as Quinnipiac showed just 25% approve of his handling of AI.
Reuters reports DeepSeek is partnering with Huawei to open-source programming tools for Ascend chips — including TileLang and compute libraries — and jointly advancing a supernode built on 128 Ascend 950s, another step in China’s push for a CUDA alternative.
TechCrunch reports OpenAI used DevDay to launch ChatGPT Space — a shared workspace for teammates and agents — plus Pages and collaborative slides that look a lot like an office suite built inside ChatGPT.
Axios reports OpenAI is shipping always-on dots to Pro, Business Premium, and Enterprise users with extra Guardian/auto-review rails and human approval for significant actions — a product push that lands days after Astra’s October release was killed over safety tests.
CNBC reports OpenAI offered roughly $100 million into Hugging Face after its agents broke out of a July test environment and hit the open web — a deal that would have made the platform a distribution channel for OpenAI’s Broadcom-built “Jalapeño” chips before Nvidia’s ~$13 billion buy; AMD and Salesforce also circled.
Deals Desk
New compute and power additions since yesterday’s Closing Time, newest first.
Meta Platforms × Firmus — Sep 29, 2026
AI cloud compute offtake / GPU capacity (multi-agreement) · Southeast Asia (Firmus AI factories)
Contracted GPU compute plus expansion options on Nvidia full-stack DSX; Meta-specific MW, GPU count, and dollar value not disclosed; builds on Meta capacity already at Firmus Melbourne
Status: announced · Source: Firmus
Google × Crusoe — Sep 28, 2026
AI data center campus (developer announcement / under construction) · Armstrong County / Claude, Texas
Campus IT load undisclosed; direct connection to adjacent 531 MW Goodnight wind; closed-loop liquid cooling; multi-building campus broke ground June 2025
Status: under construction · Source: Crusoe
Lambda × MidAmerica Industrial Park / Grand River Dam Authority — Sep 27, 2026
AI data center campus (self-build / site announcement) · Chouteau / Mayes County, Oklahoma
Campus MW, GPU count, and capital investment not disclosed; closed-loop cooling; Lambda pays 100% of energy costs under Oklahoma ratepayer-protection rules
Status: announced · Source: Lambda
See the full compute & power tracker →
Yesterday’s movers
Biggest AI/tech winners and losers from Tuesday’s cash session (Sep 29) among the names we track:
Historic market snapshot — September 30, 2026 (day % change as of that edition; not live)
Biggest winners
| Ticker | Name | Price | Day |
|---|---|---|---|
| MRVL | Marvell | 263.27 | +4.51% |
| ORCL | Oracle | 137.9 | +3.99% |
| TLN | Talen Energy | 314.84 | +3.74% |
| ARM | Arm | 293.67 | +3.65% |
| APLD | Applied Digital | 25.41 | +3.59% |
Biggest losers
| Ticker | Name | Price | Day |
|---|---|---|---|
| GCT | GigaCloud | 50.41 | -4.20% |
| MNDY | Monday.com | 76.05 | -3.80% |
| RKLB | Rocket Lab | 69.7 | -3.45% |
| AAPL | Apple | 329.4 | -2.66% |
| ASTS | AST SpaceMobile | 59.4 | -2.62% |
Aigentic Exclusive
FEATURED DEEP DIVE
The $15 Billion Race to Become Your Doctor’s AI Assistant
OpenEvidence’s reported $15 billion valuation bets that a trusted medical answer engine can become a physician habit — if clinical trust and the business model hold. We looked at the race to become the AI assistant doctors consult before they decide, from publisher deals and free-for-clinician advertising to rivals already inside the workflow. The prize is habitual use; the test is whether trust and economics can keep pace with the price.
Read MoreWatch
This morning’s Watch runs from DevDay fallout and the Astra hold to team agents, Claude on email, Muse on boring work, and what you still should not hand to AI.
Matthew Berman — OpenAI COOKED
Matthew Berman walks the DevDay stack — dots, Spaces, and what actually changed for builders overnight.
Wes Roth — ASTRA 6.1 too dangerous to be released...
Wes Roth unpacks why Astra 6.1 stayed off the calendar — the safety story behind a product week that still shipped agents.
The AI Daily Brief — How to Build Team Agents
NLW gets practical on team agents — how to structure shared agent work when every lab is pitching always-on helpers.
Nate Herk — Claude Can Now Run Your Entire Email Platform
Nate Herk stress-tests Claude running an email platform end-to-end — permissions, failure modes, and what you’d actually hand over.
Nate B Jones — I Gave Meta's Muse The Most Boring Job I Had. It Found $5,350 A Year.
Nate B Jones gives Meta’s Muse the dullest workflow on his desk and shows what “agent value” looks like when the task isn’t a demo.
Lenny’s Podcast — Things You Should Never Hand to AI
A product-operator cut on the tasks that still belong to humans — useful counterweight to a week of always-on agent launches.