OpenAI Adopts Opt-In Policy While Nvidia Supplier ASML Sees $43 Billion

President Donald Trump recently signed an executive order directing the federal government to sue states that implement their own artificial intelligence regulations. This move, reported by CBS News, aims to prevent state laws from potentially hindering the United States' global lead in AI, signaling strong White House support for the tech industry despite political criticism. This federal stance contrasts with recent state-level actions. On December 11, 2025, New York Governor Kathy Hochul signed two "first in the nation" bills to protect performers from AI misuse. These new laws require advertisements to disclose the use of AI-generated performers and mandate consent for commercially using a deceased person's image or voice. This follows concerns like OpenAI's Sora 2 using Bryan Cranston's voice without permission, prompting OpenAI to adopt an opt-in policy. SAG-AFTRA executives, including former president Fran Drescher, praised these guardrails. Also on December 11, 2025, Thales launched its AI Security Fabric in Meudon, France. This solution protects agentic AI applications and LLM models for businesses, aiming to prevent risks such as data leaks and model manipulation. Sébastien Cano, Senior VP at Thales, highlighted its specialized tools for securing AI applications with minimal complexity, with further security features planned for 2026. In the semiconductor sector, ASML CEO Christophe Fouquet is preparing his company to meet the immense demand for AI chips. ASML, a crucial supplier for advanced semiconductor production, expects its lithography technology to support leaders like Nvidia and OpenAI. Analysts project ASML's revenue could reach $43 billion by 2027, contributing to a global semiconductor market expected to hit $975 billion next year. ASML's revenue is projected to climb 15% this year to $32.5 billion. Alphabet, Google's parent company, is solidifying its position as a dominant AI leader. After a recent ruling removed major legal worries, Alphabet can now fully focus resources on AI innovation. The company uniquely controls key AI components, including semiconductors, data centers, and top-tier models, providing unmatched cost efficiency and the ability to offer bundled AI solutions. Meanwhile, Chinese AI startup Z.ai, formerly Beijing Zhipu Huazhang Technology, introduced Phone Agent, a new multimodal AI system. Built on its AutoGLM framework, Phone Agent enables users to control Android devices using natural language commands, such as "Open Xiaohongshu and search for food recommendations." Z.ai, founded in 2019, made both the framework and model open source. The stock market is currently balancing concerns about artificial intelligence with broader economic optimism, as reported by Mike Santoli. The S&P 500 experienced a small weekly loss, reflecting investor shifts away from expensive AI stocks over the past month. Worries include the high cost of AI investment and questions surrounding companies like Oracle and Broadcom, even as the S&P 500 maintains an uptrend.

Key Takeaways

• President Donald Trump issued an executive order directing the federal government to sue states that enact their own AI regulations, aiming to protect the U.S. lead in global AI.
• New York Governor Kathy Hochul signed two bills on December 11, 2025, requiring disclosure for AI-generated performers in ads and consent for commercial use of a deceased person's image or voice.
• OpenAI adopted an opt-in policy after its Sora 2 model used Bryan Cranston's voice without consent, highlighting the need for AI guardrails.
• Thales launched its AI Security Fabric on December 11, 2025, in France, designed to protect agentic AI applications and LLM models for businesses from data leaks and manipulation.
• ASML CEO Christophe Fouquet is boosting chip production to meet high AI demand, with analysts predicting ASML's revenue could reach $43 billion by 2027.
• The global semiconductor market is projected to grow significantly, reaching $975 billion next year, driven by the AI boom.
• Alphabet (Google's parent company) is now considered a dominant AI leader, controlling key components like semiconductors, data centers, and top-tier models for cost efficiency.
• Chinese startup Z.ai released Phone Agent, a multimodal AI system built on AutoGLM, allowing users to control Android devices with natural language commands.
• The stock market is balancing AI investment worries, including high costs and concerns about companies like Oracle and Broadcom, with overall economic optimism.
• Investors are shifting away from expensive AI stocks, a trend observed for over a month, despite the S&P 500 maintaining an uptrend.

Trump Orders Lawsuits Against States Regulating AI

President Donald Trump signed an executive order on Thursday. This order directs the federal government to sue states that create their own artificial intelligence regulations. Trump believes these state laws could hurt the United States' lead in global AI. This move shows the White House's support for the tech industry, even with criticism from politicians.

President Trump Blocks State AI Regulations

President Trump signed an executive order on Thursday. This order aims to stop states from making their own rules about artificial intelligence. CBS News chief White House correspondent Nancy Cordes reported on this development.

New York Protects Performers From AI Misuse

On December 11, 2025, New York Governor Kathy Hochul signed two bills to protect performers from artificial intelligence misuse. These new laws require ads to disclose if they use AI-generated performers and demand consent for using a deceased person's image or voice commercially. Governor Hochul called these "first in the nation" policies, aiming for responsible AI that supports innovation without harming people. SAG-AFTRA executives, including former president Fran Drescher, praised the move, emphasizing the need for guardrails against digital replicas. This follows concerns like OpenAI's Sora 2 using Bryan Cranston's voice without consent, leading OpenAI to adopt an opt-in policy.

Thales Launches AI Security Fabric for Businesses

On December 11, 2025, Thales launched its AI Security Fabric in Meudon, France. This new solution protects agentic AI applications and LLM models for businesses. It helps companies safely use AI by preventing risks like data leaks and model manipulation. The fabric offers features such as real-time protection for AI applications and secures sensitive data used in AI Retrieval Augmented Generation. Sébastien Cano, Senior VP at Thales, stated that it provides specialized tools to secure AI applications with minimal complexity. Thales plans to add more security features in 2026, including data leakage prevention and enhanced access control.

ASML CEO Fouquet Boosts Chip Production for AI

ASML CEO Christophe Fouquet is preparing his company to meet the huge demand for AI chips. ASML, based in Veldhoven, Netherlands, makes the essential machines used to produce advanced semiconductors. Fouquet is confident that ASML's lithography technology will help the chip industry keep up with leaders like Nvidia and OpenAI. Analysts predict ASML's revenue could reach "43 billion by 2027 due to the AI boom. The global semiconductor market is expected to grow significantly, reaching $975 billion next year. ASML's revenue is projected to climb 15% this year to "32.5 billion, making it Europe's most valuable company.

Alphabet Becomes a Leading AI Stock

Alphabet, the parent company of Google, is now seen as a dominant leader in artificial intelligence. Its stock faced challenges from AI threats and antitrust actions, but a recent ruling removed major legal worries. This allowed Alphabet to focus resources on AI innovation and growth. The company uniquely controls key AI components like semiconductors, data centers, and top-tier models. This gives Alphabet unmatched cost efficiency and the ability to offer bundled AI solutions. Market sentiment is shifting, recognizing Alphabet's foundational role in next-generation technology.

Chinese Startup Z.ai Releases AI Phone Control

Chinese AI startup Z.ai, formerly Beijing Zhipu Huazhang Technology, launched Phone Agent, a new multimodal AI system. Built on its AutoGLM framework, Phone Agent allows users to control Android devices using natural language commands. It connects via ADB and uses vision-language models to understand what is on the screen. Users can give commands like "Open Xiaohongshu and search for food recommendations," and the system will automatically perform the tasks. Z.ai, founded in 2019 by Tsinghua University researchers, has become a major AI player in China. The company made both the framework and model open source for wider use.

Markets Face AI Worries and Economic Optimism

On Friday, Mike Santoli reported that the stock market is balancing worries about artificial intelligence with excitement for the economy. The S&P 500 saw a small weekly loss as AI concerns weighed heavily. Investors are shifting away from expensive AI stocks, a trend that has lasted over a month. Concerns include the high cost of AI investment and questions about companies like Oracle and Broadcom. Despite this, the S&P 500 still shows an uptrend. The Treasury market is also reacting to the Federal Reserve's recent rate cut and comments on future economic growth.

Sources

• Trump defies GOP critics by signing controversial order threatening states over AI laws
• Trump takes aim at state regulations for AI with new executive order
• New York Governor Signs AI Protection Bills As SAG-AFTRA Executives Tout Gains for Performers
• Thales lance AI Security Fabric, une solution de sécurité d’exécution pour les applications basées sur l’IA agentique et les modèles LLM
• How ASML’s CEO Plans to Keep Pace With Soaring AI Demand
• The Day Google Became An AI Stock (NASDAQ:GOOG)
• Chinese AI Startup Z.AI Releases AutoGLM-Phone Model To Control Phones With Natural Language
• Santoli's Friday market wrap-up: Stocks are caught in opposing currents of AI anxiety and economic enthusiasm