US Expands CAISI Stress Tests to Google DeepMind, xAI, Microsoft AI Models; GOOG.OQ Up 1.4%

On May 5, 2026, the Trump administration expanded the Commerce Department's CAISI program, granting access to unreleased frontier AI models from Google DeepMind, xAI, and Microsoft for risk assessments on cyberattacks, bioweapons, and data corruption—joining OpenAI and Anthropic after over 40 prior evaluations. The voluntary agreements include testing versions with reduced safeguards and build on renegotiated Biden-era partnerships, amid White House plans for a cybersecurity executive order and AI working group. Markets reacted mutedly with GOOG.OQ up ~1.36% to 388.45 and MSFT down -0.54% to 411.38, balancing rollout delays against reduced regulatory uncertainty.