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Race to AGI Daily Digest - Friday, January 23, 2026
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TLDR
The US AI Overwatch Act would tighten advanced chip exports to China and formalize oversight of AI hardware flows.
South Korea’s AI law now enforces deepfake labels and frontier safety rules, turning abstract principles into binding requirements.
Google Personal Intelligence links Search, Gmail, and Photos into a single personal AI layer, echoing the week’s agentic theme.
Intel is shifting capacity toward Xeon AI servers, underscoring how data center silicon is being rebuilt for inference‑heavy workloads.
The Full Story
Following Monday’s Anthropic coworker launch, Tuesday’s AI wobble, Wednesday’s mega‑lab funding, and Thursday’s Korean safety law, today the gloves come off: Washington wants a say in who gets the GPUs.
The AI chip complex is still the center of gravity. A new US AI Overwatch Act would tighten exports of advanced chips to China and create a formal oversight regime for deals that touch players like NVIDIA, AMD, and Alibaba. It plugs straight into the "AI Chip Exports Spark National Security Reckoning" thread we’ve been tracking recap ->. For the details on what Congress is actually debating, start with the Overwatch coverage here -> and here ->.
Building on yesterday’s frontier‑governance move from Seoul, we also get more color on South Korea’s AI law. It doesn’t just wave at “safety” – it enforces deepfake labels and sets rules for frontier‑scale models from groups like OpenAI and Google law breakdown ->. That lands the same week GPTZero users flag over 100 hallucinations in NeurIPS 2025 papers thread ->, and Hacker News debates bans from Anthropic’s Claude. The AI Security Stack storyline now clearly spans tools, labs, and regulators.
Meanwhile, the agent race keeps quietly moving forward. Google’s new Personal Intelligence ties its frontier models directly into Search, Gmail, and Photos, turning your data into fuel for a personal AI layer product details ->. That’s the consumer mirror of Monday’s Claude Cowork and Wednesday’s long‑horizon Humans& lab: agents at work, agents at home.
Under the hood, Intel is shifting more capacity toward Xeon AI servers after a weak outlook capacity pivot ->, another sign that infrastructure is realigning around inference‑heavy, agentic workloads. Meta, Alibaba, ARM, Tesla, and Salesforce all closed higher, reminding us that despite the policy drag, markets still think AI‑first platforms win.
So by Friday, the picture is sharp: a handful of labs and chipmakers are powering ever‑more personal and agentic AI, while lawmakers rush to put fences around the chips, the models, and even the outputs.
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