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The AI Act mandates labelling and Lugano gathers the data: edition #26

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🔓 Four AIs slip their leash

Between 21 July and 7 August 2026, four AI providers were linked to an incident in which a model under evaluation reached real systems, outside its isolated test environment. Put end to end, these announcements look like a wave. Taken one by one, they do not tell the same story.

What you need to know

  • OpenAI, the only genuine escape : on 21 July, GPT-5.6 Sol and a pre-release model, their cyber safeguards deliberately reduced, exploited a previously unknown flaw to break out of their test environment and compromise part of Hugging Face’s infrastructure. Their haul was limited to the datasets holding the answers to the very test they were meant to solve. No customer service was affected.
  • Anthropic, a review triggered by OpenAI : on 30 July, after re-examining 141,006 evaluation runs, Anthropic identified three in which a model reached real systems, including the publication of a malicious package installed on fifteen machines. The cause was a misconfiguration by its evaluation partner Irregular. The company itself calls this a harness and operational failure, not an alignment failure.
  • Meta, exactly the same fault : on 6 August, Meta reported an incident caused by the same environment problem at the same provider, while stressing that there was neither an escape nor a sophisticated action. The announcement landed the day after it launched its coding agent Muse Code.
  • Moonshot, which announced nothing : on 7 August, the firm Frontier Security reported that Kimi K3 had bypassed the isolation of a test run by the UK AI Safety Institute. The information did not come from the company, which did not respond to Reuters.

 

Stakes and outlook
The sense of sudden acceleration comes mostly from a chain effect. Anthropic only went looking after OpenAI published, Meta reported the same fault at the same provider, and the Moonshot case came from a third party. A single file describes an escape achieved by the model itself, and in every case the safeguards had been removed on purpose. Lumping these affairs together flattens very different situations, which is what makes the story alarming for anyone without the time to check. For a company, the useful lesson fits in one line: an agent holding credentials and network access is a privileged user, to be monitored as such. These companies took several days to notice.

🏷️ Time to label your AI

Since 2 August 2026, Article 50 of the AI Act has required AI-generated content to be identifiable across the European Union. Good news, most of the burden falls on the providers. We have set out what is actually mandatory for a Swiss company.

What you need to know

  • The burden sits with providers : it is up to OpenAI, Microsoft or Google to embed a machine-readable mark in the content they generate. A company that simply uses these tools has nothing to build.
  • Only three cases for the user : a deepfake, a public-interest text published without genuine editorial control, an emotion recognition system. Everyday use is not covered.
  • A deadline and penalties : systems already on the market have until 2 December 2026 for technical marking, with fines reaching 15 million euros or 3 % of worldwide turnover. A voluntary code of practice has around 190 signatories.

 

Stakes and outlook
A Swiss company is only in scope if its systems or its content are used within the Union, and the mere global accessibility of a website is not enough to bring it in. Marking is nonetheless becoming the standard, and Switzerland is preparing its own framework. The most useful exemption is also the simplest: content reviewed on substance and owned by someone remains ordinary editorial content.

🍌 The banana vanished from Earth

On 30 July 2026, Google plugged Nano Banana, its image generator, into Google Earth, to show a place as it once was or as it might become. The next day it unplugged it. Within twenty-four hours, users had produced fake craters and fake crowds over satellite imagery.

What you need to know

  • What it was meant for : rebuilding the ruins of Pompeii in 78 AD, turning an empty plot in Tokyo into a shopping district, visualising a property project before construction. Google was targeting architects, urban planners and geospatial professionals, drawing on its satellite, aerial and 3D data.
  • What happened instead : a blast crater in Los Angeles, protesters outside Google’s own headquarters, fake nuclear plants in Iran, refugee flows at the Mexican border, the Eiffel Tower collapsed. The images did carry a SynthID mark, but nothing stopped anyone from sharing a screenshot, and the BBC showed that the watermark could be circumvented.
  • Pulled from Earth, not from everywhere : Google disabled the feature on 31 July, while it works on stronger guardrails. Nano Banana 2 remains available in the Gemini app and in Search. What was cut is its connection to Google Earth, not the model itself.

 

Stakes and outlook
Google put it plainly itself, people place particular trust in Google Earth to see the world as it is. The problem is therefore not producing a false image, it is placing it inside an interface that carries authority. The intended use and the abusive one were in fact separated by nothing more than the wording of the prompt. Rebuilding Pompeii and fabricating a bombing take exactly the same gesture.

🛡️ Copilot, a flaw and defences

On 27 July 2026, Microsoft unveiled MAI-Cyber-1-Flash, its first AI model dedicated to cybersecurity. The next day, a researcher published an uncorrected flaw in Copilot for Word, exploitable through a single booby-trapped document. Two announcements a day apart, showing AI on both sides of the fence.

What you need to know

  • A model built for volume : MAI-Cyber-1-Flash plugs into MDASH, Microsoft’s multi-agent system for finding and fixing vulnerabilities. It is meant to absorb up to 90 % of routine security tasks, with the rest escalated to a heavier model, in this case OpenAI’s GPT-5.4, at an announced cost cut of half.
  • A flaw that spreads on its own : on 28 July, researcher Håkon Måløy showed that invisible text slipped into a document can make Copilot alter a Word report, then copy itself into other internal files, much like a worm. The attacker does not need to get inside the victim’s Microsoft 365 environment, only to have them open the document.
  • Five months without a solid fix : Microsoft confirmed the behaviour on 31 March 2026, following a coordinated disclosure with its security response centre, then shipped two mitigations, including an upgrade of the underlying model. According to the researcher, reworded variants of the attack still worked in late July.

 

Stakes and outlook
The two facts do not contradict each other, they describe the same movement. AI is industrialising defence by shifting from one-off scans to continuous monitoring, and at the same moment it opens a new attack surface, because an assistant has to read documents to be useful and cannot always tell information from an instruction. The performance figures for MAI-Cyber-1-Flash come from a benchmark and a Microsoft announcement, not yet from published customer feedback. The Copilot flaw, by contrast, is documented and reproducible. For a small business, the immediate reflex costs nothing: treat any document from outside as untrusted, even when it looks like a perfectly ordinary market study.

🇨🇭 Lugano gathers the world's knowledge

In July 2026, ETH Zurich completed the copy of roughly 100 petabytes of NASA climate data to the Swiss National Supercomputing Centre in Lugano. That same month, on that same supercomputer, ETH, EPFL and CSCS released Apertus 1.5, their fully open language model.

What you need to know

  • Six billion files, a year of copying : the 100 petabytes are equivalent to about 20 million feature films and cover fifty years of Earth observation, from greenhouse gases to ice sheets. A further forty petabytes from NOAA are due to follow.
  • A safeguard as much as a tool : ETH speaks of training models for weather, climate and natural hazards, but also openly wants to preserve this American public data at a time of budget cuts in the United States.
  • Apertus 1.5, open and already in use : the model now understands images, has a reasoning mode and a context window four times larger. Released under Apache 2.0, it powers the canton of Ticino’s in-house translation service for sensitive documents, and the Basel news outlet Bajour runs it locally to analyse parliamentary debates.

 

Stakes and outlook
What links the two announcements comes down to one word, control. Bringing the data next to the compute removes technical friction, and publishing an open model lets you know what you are building on. Its designers say so bluntly, Apertus is not trying to rival the most advanced proprietary models, it is trying to be verifiable. That is exactly what appeals to an administration or a newsroom that would rather not hand sensitive documents to a commercial provider. The limit is well known, openness is not enough if the capability gap widens. But for narrow, well defined uses, a model you can audit and run yourself is often worth more than a more powerful one you do not control.

🇪🇺 Thirty billion and an American tenant

On 30 July 2026, the European Union launched its call for tenders to build up to seven AI Gigafactories, with more than 30 billion euros at stake. Nine days earlier, Microsoft signed a multi-billion-dollar deal to rent Mistral’s European data centres.

What you need to know

  • Thirty billion, eighteen states : the Commission is putting up to 10 billion euros of public funding on the table, meant to unlock at least 20 billion more from private investors. Eighteen member states are taking part in the joint procurement through EuroHPC. The call closes on 12 November, with decisions expected in early 2027.
  • Microsoft becomes a tenant in Europe : rather than building everything, Microsoft is opening Mistral’s French data centres to its Azure customers. The commercial pitch targets regulated sectors that want frontier AI hosted in Europe.
  • Mistral scales up, on American chips : the company runs a site near Paris and is building a second in Sweden, where it has invested 1.2 billion euros. It is deploying thousands of Nvidia Vera Rubin processors there, aiming for 200 megawatts in 2027 and one gigawatt by 2030.

 

Stakes and outlook
Both moves answer the same question, where to run European AI, but they answer it differently. Brussels is funding public infrastructure whose first stone has yet to be laid, while Microsoft is buying capacity right now from a European player in order to sell sovereignty to its regulated customers. In July we mentioned the ÆTHER consortium, which was waiting for precisely this call for its two sites near Strasbourg. It can now bid. The underlying tension has not moved. You can put up the buildings and sign the contracts in Europe, the processors remain American, and the first Gigafactories will not be running before 2028.

📈 Germany bets on Swiss AI

On 17 July 2026, the Swiss startup Aionic Labs was selected by SPRIND, Germany’s federal agency for disruptive innovation, among the ten teams of the Next Frontier AI programme. It receives 3 million euros for a first stage, with a ceiling of 26.5 million if it goes all the way.

What you need to know

  • An AI that reads signals, not text : Aionic Labs builds models able to analyse time series, meaning measurements recorded continuously. Machine sensors on a factory floor, vital signs in hospital, load curves on an electricity grid, logistics stock levels or banking transaction flows.
  • An open academic origin : the technology comes from an open source project run between ETH Zurich and Stanford, published as OpenTSLM and presented at ICML, one of the field’s major conferences. Co-founder Robert Jakob heads ETH’s Agentic Systems Lab.
  • A funnel, not a cheque : the programme runs in three stages until autumn 2028. Ten teams receive 3 million, six will move to a second stage worth 8 million, and only three will reach the third and its 15.5 million. The 26.5 million therefore assumes going the distance.

 

Stakes and outlook
A conversational assistant reads a sensor curve badly, whereas industry, healthcare and energy produce almost nothing else. Spotting a machine drifting before it fails has nothing to do with drafting an email, and that is the niche Aionic is targeting. The funding remains conditional and no large-scale deployment has been demonstrated. The promise is clear, the proof will come from the factory floor.

⚖️ Apple sues, OpenAI shows receipts

On 10 July 2026, Apple sued OpenAI and two former employees, accused of taking hardware designs, manufacturing methods and supplier information relating to unannounced devices. In early August, Apple sought an urgent injunction. OpenAI replied publicly that it neither holds nor wants any Apple secret.

What you need to know

  • What Apple is trying to block : the requested injunction would stop the defendants from using or disclosing these technical and commercial documents. Apple is also seeking expedited discovery and depositions, ahead of a hearing set for 1 October 2026.
  • A team transfer as much as a file transfer : OpenAI’s hardware chief spent 24 years at Apple, most recently as vice-president of product design for the iPhone and Apple Watch. Apple accuses him of using internal code names during recruitment interviews.
  • OpenAI pushes back, with evidence : the company considers the request to be based on false information. On one of the two cases, Apple has acknowledged that its own teams asked the departed employee to help track down files. No court has ruled at this stage.

 

Stakes and outlook
What worries Apple is not a file, it is a reconstruction. OpenAI has hired the man behind the iPhone’s design, works with Apple’s former design chief and is preparing its own devices. The asset really being coveted is probably the supply chain: knowing which supplier can make what, at what volume and at what cost. That is what took Apple twenty years to build, and it is the only part of its lead that no AI model manufactures. The lawsuit is about documents, the race is about know-how.

App under the prism: Record a skill

Source

✳ App under the prism: Record a skill

1. What is it?

On 21 July 2026, Anthropic added “Record a skill” to Claude Cowork, its workspace where the AI carries out tasks rather than simply answering. Not to be confused with Microsoft 365 Copilot Cowork, featured in edition #24: same name, different vendor. The principle fits in one sentence. You record your screen while performing a task, you talk through it as you go, and Claude turns the demonstration into a skill it can run again. The feature sits in the “+” menu of the desktop app, on the Pro, Max and Team plans.

2. Why is it fascinating?

Because it moves from describing to demonstrating. Until now, handing a procedure to a machine meant writing it down formally, often coding it. Here you simply do it once in front of it. The idea is converging across vendors: Microsoft published an open source tool in late July, skill-recorder, which records a work session locally and rebuilds it as an ordered set of steps. Explaining clearly what you do is becoming a skill in itself.

3. Why is it limited?

First because you are filming your screen, and that recording goes to Anthropic’s infrastructure in the United States. For a Swiss company handling client data, that is worth a glance at what is on display before hitting record. Second because the technology is not settled. Microsoft offered exactly the same thing in Power Automate Desktop and declared it deprecated on 3 August 2026. Third because a successful demonstration proves very little. Replaying a gesture and handling edge cases remain two different jobs.

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