US Officials Eye Government Equity in AI Giants Like OpenAI and Anthropic

The response from the companies, however, is not uniform. Anthropic, the other major AI lab named in the talks, has drawn a clear line. The company has told officials it is not interested in providing equity to the government, citing concerns that government ownership could undermine its stated mission of developing AI responsibly . While OpenAI appears open to the framework Altman himself has been promoting, Anthropic’s resistance introduces a significant barrier to any universal industry-government equity model.

The quantum precedent

The AI discussions didn't appear in a policy vacuum. Just two weeks before the NOTUS report, on May 21, 2026, the Department of Commerce announced letters of intent with nine quantum-computing companies to commit $2.013 billion under the CHIPS and Science Act . In each deal, the government receives minority, non-controlling equity stakes in the companies it is funding.

IBM is the largest recipient, slated to receive approximately $1 billion to establish a dedicated quantum wafer foundry subsidiary. GlobalFoundries will receive roughly $375 million to build a production facility for quantum components, while other firms including D-Wave, Rigetti Computing, IonQ, and Infleqtion are expected to receive around $100 million each . These awards aren't grants; they're investments structured with the government positioned to benefit if quantum computing succeeds commercially.

The quantum program represents a concrete, legally formalized version of a government-equity model. The AI talks, by contrast, remain voluntary and conceptual — but the direction of policy is unmistakable. Washington is increasingly comfortable with the idea of taking direct financial stakes in the frontier technologies it considers critical to national security.

A new AI cybersecurity framework

Two days before the NOTUS scoop, President Trump signed an Executive Order titled "Promoting Advanced Artificial Intelligence Innovation and Security" on June 2, 2026 . The order directs federal agencies to build a framework for the secure deployment of frontier AI models, including a voluntary mechanism for developers to provide the government with early access to powerful new systems before they are released more broadly.

Legal analysis of the order describes a process by which developers could voluntarily submit models for federal review up to 30 days before publication, and draft reports suggested an earlier version had considered a 90-day review window for the most advanced systems . The order emphasizes collaboration with the private sector and frames the approach as security-focused rather than regulatory — consistent with the administration's broader push to maintain American AI dominance through minimal regulatory burden .

The overlapping timelines of the new executive order, the $2 billion quantum equity investment, and the preliminary AI equity talks all point to a distinct shift. Washington is signaling that it wants to be more than a regulator of frontier technology. It wants to share in its upside.