# The SI Report: Q4 2026 Briefing | The SI Observatory

> The SI Report Q4 2026 Briefing: the EO 14434 rename and definition deadline, SI laws in force, rogue SI incidents, compute, the SI sector and futures.

Source: https://tsio.si/report/
Updated: 2026-11-11
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The SI Report · Q4 2026 Briefing · Published Nov 8, 2026

# The SI Report: Q4 2026 Briefing

**43 days into the SI era, the rename is spreading through federal paperwork, binding rules for frontier SI are in force in the EU, the US and China, and 2026 has logged more rogue SI incidents than any year before it.** This briefing pulls together the Executive Order 14434 timeline, 43 laws and frameworks, 59 documented incidents, the compute buildout, the SI sector and ten futures. The first annual SI Report lands on Sep 29, 2027, with quarterly briefings until then.

Edition **Q4 2026** · Data to **Nov 8, 2026** · Next update **Q1 2027** · [All tables as CSV and JSON](https://tsio.si/data/)

Key findings

## Six things that matter this quarter

- **The rename is real but partial.** On day 43 of the SI era, 30.6% of recent Federal Register documents that used either name said Super Intelligence, from 14 agencies. The proposed legal definition is due in 18 days, around Nov 28, 2026.
- **Binding rules now cover frontier SI on two continents.** 12 measures are in force, 5 more have passed and wait for effective dates (four of them on Jan 1, 2027), and 20 are voluntary frameworks.
- **2026 is the busiest year in the incident log.** 23 incidents so far, 20 of them at level 4 (Deception) or 5 (Breakout), and 17 outside a test.
- **The buildout is measured in gigawatts.** The 7 sites watched from orbit draw 3,987 MW today; the largest, Anthropic-Amazon New Carlisle, draws 1,037 MW.
- **The SI sector is worth $19.0B** across 1,535 tokens on CoinGecko's category, with a 24h change of -3.1% on the snapshot date. $SI, the namesake, is pinned at the top of the map.
- **None of the ten futures has happened yet.** All ten are on watch, with the legal definition the nearest dated trigger.

- **Days of the SI era**: 43
- **Measures in force**: 12
- **Incidents logged**: 59
- **Watched compute**: 3,987 MW

Cite this

```
The SI Observatory. (2026, November 8). The SI Report: Q4 2026 Briefing. https://tsio.si/report/
```

Section 1

## The rename and the definition deadline

Executive Order 14434 was signed on Sep 29, 2026 and published on Oct 2, 2026 (FR Doc. 2026-20321, 91 FR 63129). Agencies now say Super Intelligence and SI in non-statutory communications. Section 3(b) sets proposed legislative language defining Super Intelligence due within 60 days, about Nov 28, 2026. Until then SI means what 15 U.S.C. 9401(3) calls artificial intelligence. The order places no duties on companies.

*Chart: Federal Register documents by week. Documents saying Super Intelligence (blue) and documents using only the old name (gray). Week of the date shown, UTC.*

| Agency | Documents |
|---|---|
| Executive Office of the President | 4 |
| Health and Human Services Department | 4 |
| Centers for Medicare & Medicaid Services | 3 |
| Education Department | 3 |
| Energy Department | 2 |
| Treasury Department | 2 |
| Coast Guard | 1 |

Top 7 of 14 agencies with recent documents saying Super Intelligence; the other 7 have one each. Source: Federal Register via the SI Era tracker.

Download the data

Federal Register documents by week[CSV](https://tsio.si/data/report/q4-2026/federal-register-weekly.csv)[JSON](https://tsio.si/data/report/q4-2026/federal-register-weekly.json)

Agencies saying Super Intelligence[CSV](https://tsio.si/data/report/q4-2026/agencies-saying-si.csv)[JSON](https://tsio.si/data/report/q4-2026/agencies-saying-si.json)

Section 2

## The rules for frontier SI

The control map follows 43 measures in 22 jurisdictions and international bodies: binding laws and executive actions, passed laws waiting for their start dates, proposals, voluntary codes and stalled efforts. Every row links its primary source.

*Chart: SI measures by status. 43 measures across 22 jurisdictions and international bodies.*

*Chart: When binding SI rules take effect. Each dot is one law or executive action in force (blue) or passed and waiting (amber), at its effective date.*

| Measure | Status | Signed | Effective | Next milestone | Source |
|---|---|---|---|---|---|
| **Generative AI Measures**China | In force | Jul 10, 2023 | Aug 15, 2023 | n/a | [Source](https://www.twobirds.com/en/insights/2023/china/what-you-need-to-know-about-china’s-new-generative-ai-measures) |
| **AI Promotion Act**Japan | In force | n/a | Jun 4, 2025 | n/a | [Source](https://digitalpolicyalert.org/event/30833-act-on-promotion-of-research-and-development-and-application-of-artificial-intelligence-related-technologies-entered-into-force-excepting-certain-provisions) |
| **EU AI Act (GPAI)**European Union | In force | Jun 13, 2024 | Aug 2, 2025 | Aug 2, 2027Deadline for general purpose SI models placed on the market before August 2, 2025 to comply | [Source](https://digital-strategy.ec.europa.eu/en/policies/guidelines-gpai-providers) |
| **Labeling Measures**China | In force | Mar 14, 2025 | Sep 1, 2025 | n/a | [Source](https://loeb.com/en/insights/publications/2025/03/chinas-ai-labeling-measures-and-mandatory-national-standards-take-effect-september-1) |
| **EO 14365**United States (federal) | In force | Dec 11, 2025 | Dec 11, 2025 | n/a | [Source](https://www.federalregister.gov/documents/2025/12/16/2025-23092/ensuring-a-national-policy-framework-for-artificial-intelligence) |
| **SB 53**California | In force | Sep 29, 2025 | Jan 1, 2026 | Jan 1, 2027First annual Cal OES report on critical safety incidents, Attorney General whistleblower report and Department of Technology review of frontier definitions due | [Source](https://calmatters.digitaldemocracy.org/bills/ca_202520260sb53) |
| **TRAIGA**Texas | In force | Jun 22, 2025 | Jan 1, 2026 | n/a | [Source](https://iapp.org/news/a/governor-signs-texas-responsible-artificial-intelligence-governance-act) |
| **Cybersecurity Law SI clause**China | In force | Oct 28, 2025 | Jan 1, 2026 | n/a | [Source](https://www.caixinglobal.com/2025-10-29/china-amends-cybersecurity-law-to-add-first-ever-ai-clause-102376988.html) |
| **AI Basic Act**South Korea | In force | Jan 21, 2025 | Jan 22, 2026 | Jan 22, 2027End of the one year grace period on administrative fines indicated by the Ministry of Science and ICT (policy, not statute) | [Source](https://www.law.go.kr/LSW/eng/engLsInfoR.do?lsiSeq=268543) |
| **AI Omnibus**European Union | In force | Jul 8, 2026 | Jul 27, 2026 | Dec 2, 2026Generative systems already on the market must meet the Article 50(2) marking duty, and added Article 5 provisions apply | [Source](https://artificialintelligenceact.eu/ai-act-explorer/digital-omnibus/) |
| **EO N-9-26**California | In force | Sep 18, 2026 | Sep 18, 2026 | Nov 16, 2026Government Operations Agency recommendations due on onsite audits, a frontier model kill switch and loss of control incident reporting | [Source](https://ppc.land/newsom-sets-november-16-deadline-to-study-frontier-ai-kill-switch/) |
| **EO 14434**United States (federal) | In force | Sep 29, 2026 | Sep 29, 2026 | Nov 28, 2026Assistant to the President for Science and Technology must submit proposed legislative language defining Super Intelligence (60 days after signing) | [Source](https://www.presidency.ucsb.edu/documents/executive-order-14434-inaugurating-the-era-super-intelligence) |
| **SB 813**California | Passed, not yet in force | Sep 9, 2026 | Jan 1, 2027 | May 1, 2027Executive Order N-9-26 target for posting criteria for independent verification organizations (statutory deadline January 1, 2028) | [Source](https://calmatters.digitaldemocracy.org/bills/ca_202520260sb813) |
| **RAISE Act**New York | Passed, not yet in force | Dec 19, 2025 | Jan 1, 2027 | Jan 1, 2027Law takes effect and the Department of Financial Services office begins oversight | [Source](https://www.dwt.com/blogs/artificial-intelligence-law-advisor/2026/04/ny-overhauls-frontier-ai-transparency-law) |
| **SB 315**Illinois | Passed, not yet in force | Jul 6, 2026 | Jan 1, 2027 | Jan 1, 2027Act takes effect; framework and annual audit duties follow on January 1, 2028 | [Source](https://gov-pritzker-newsroom.prezly.com/gov-pritzker-signs-nation-leading-artificial-intelligence-safety-law) |
| **SB 26-189**Colorado | Passed, not yet in force | May 14, 2026 | Jan 1, 2027 | Jan 1, 2027Law takes effect; Attorney General rules on consumer disclosures due the same day | [Source](https://www.hklaw.com/en/insights/publications/2026/05/colorado-governor-signs-sb-189) |
| **CETS 225**Council of Europe | Passed, not yet in force | Sep 5, 2024 | n/a | n/a | [Source](https://www.coe.int/en/web/artificial-intelligence/the-framework-convention-on-artificial-intelligence) |
| **FRONTIER Act**United States (federal) | Proposed | n/a | n/a | n/a | [Source](https://legiscan.com/US/bill/HB9925/) |
| **PL 2338/2023**Brazil | Proposed | n/a | n/a | n/a | [Source](https://bairogonzalez.com/en/in-the-world/ia/pl-2338-brazil-ai-legal-framework-2026/) |
| **Australian Standards for AI**Australia | Proposed | n/a | n/a | n/a | [Source](https://compliancecouncil.com.au/insights/australia-ai-standards-july-2026-reversal-what-it-means/) |
| **Voluntary Code**Canada | Voluntary or guidance | Sep 27, 2023 | Sep 27, 2023 | n/a | [Source](https://www.osler.com/en/insights/updates/ised-s-voluntary-code-of-conduct-on-the-responsible-development-and-management-of-advanced-generativ/) |
| **UK AISI**United Kingdom | Voluntary or guidance | Feb 14, 2025 | Feb 14, 2025 | n/a | [Source](https://www.gov.uk/government/news/tackling-ai-security-risks-to-unleash-growth-and-deliver-plan-for-change) |
| **GPAI Code of Practice (Safety and Security)**European Union | Voluntary or guidance | Jul 10, 2025 | Aug 2, 2025 | n/a | [Source](https://digital-strategy.ec.europa.eu/en/policies/gpai-code-practice) |
| **UN Scientific Panel**United Nations | Voluntary or guidance | Aug 26, 2025 | Feb 12, 2026 | n/a | [Source](https://www.un.org/independent-international-scientific-panel-ai/en/faq) |
| **Global Dialogue**United Nations | Voluntary or guidance | Aug 26, 2025 | Jul 6, 2026 | n/a | [Source](https://www.un.org/independent-international-scientific-panel-ai/en/faq) |
| **AI Action Plan**United States (federal) | Voluntary or guidance | Jul 23, 2025 | n/a | n/a | [Source](https://www.whitehouse.gov/releases/2025/07/white-house-unveils-americas-ai-action-plan) |
| **National Policy Framework**United States (federal) | Voluntary or guidance | Mar 20, 2026 | n/a | n/a | [Source](https://wilmerhale.com/en/insights/blogs/wilmerhale-privacy-and-cybersecurity-law/20260323-white-house-releases-national-policy-framework-for-artificial-intelligence) |
| **CAISSI**United States (federal) | Voluntary or guidance | n/a | n/a | n/a | [Source](https://www.nist.gov/caissi) |
| **Framework 3.0**China | Voluntary or guidance | Sep 14, 2026 | n/a | n/a | [Source](https://obsidianri.com/blog/newsroom-cn-20260915-ai-safety-governance-framework-3) |
| **AI Governance Guidelines**India | Voluntary or guidance | Nov 5, 2025 | n/a | n/a | [Source](https://www.tribuneindia.com/news/business/meity-unveils-india-ai-governance-guidelines-to-ensure-safe-inclusive-and-responsible-ai-adoption) |
| **National AI Plan**Australia | Voluntary or guidance | Dec 2, 2025 | n/a | n/a | [Source](https://piperalderman.com.au/insight/australia-now-has-a-national-ai-plan-now-what/) |
| **AU AISI**Australia | Voluntary or guidance | Nov 25, 2025 | n/a | n/a | [Source](https://cm.twobirds.com/en/insights/2025/australia/australian-government-to-establish-ai-safety-institute) |
| **Singapore Consensus**Singapore | Voluntary or guidance | n/a | n/a | n/a | [Source](https://arxiv.org/pdf/2506.20702) |
| **Hiroshima Code of Conduct**G7 | Voluntary or guidance | n/a | n/a | n/a | [Source](https://oecd.ai/en/transparency/about) |
| **Bletchley Declaration**International summit series | Voluntary or guidance | Nov 1, 2023 | n/a | n/a | [Source](https://www.gov.uk/government/publications/ai-safety-summit-2023-the-bletchley-declaration/the-bletchley-declaration-by-countries-attending-the-ai-safety-summit-1-2-november-2023.) |
| **Seoul Commitments**International summit series | Voluntary or guidance | May 21, 2024 | n/a | n/a | [Source](https://www.gov.uk/government/publications/frontier-ai-safety-commitments-ai-seoul-summit-2024/frontier-ai-safety-commitments-ai-seoul-summit-2024) |
| **New Delhi Declaration**International summit series | Voluntary or guidance | n/a | n/a | n/a | [Source](https://www.pib.gov.in/PressReleasePage.aspx?PRID=2231208&reg=3&lang=1) |
| **New Delhi Commitments**International summit series | Voluntary or guidance | Feb 19, 2026 | n/a | n/a | [Source](https://ddnews.gov.in/en/india-unveils-new-delhi-frontier-ai-commitments-at-ai-impact-summit/) |
| **US-China SI Dialogue**United States and China (bilateral) | Voluntary or guidance | Sep 25, 2026 | n/a | n/a | [Source](https://www.aljazeera.com/news/2026/9/26/china-us-to-open-ai-communication-channel-after-summit-white-house-says) |
| **FLI Statement**Global civil society | Voluntary or guidance | Oct 22, 2025 | n/a | n/a | [Source](https://superintelligence-statement.org/) |
| **SB 24-205**Colorado | Stalled or withdrawn | n/a | n/a | n/a | [Source](https://www.pymnts.com/artificial-intelligence-2/2025/colorado-delays-ai-act-to-june-2026-businesses-get-breathing-room/) |
| **UK frontier bill**United Kingdom | Stalled or withdrawn | n/a | n/a | n/a | [Source](https://iapp.org/news/a/king-s-speech-signals-diffuse-uk-digital-policy-agenda-but-no-ai-bill) |
| **AIDA**Canada | Stalled or withdrawn | n/a | n/a | n/a | [Source](https://www.fruggr.io/en/what-replaced-canada-aida-ai-regulation-2026/) |

Sorted by status, then effective date. Source: The SI Observatory control map, updated Nov 8, 2026.

Download the data

SI laws, rules and frameworks[CSV](https://tsio.si/data/report/q4-2026/si-measures.csv)[JSON](https://tsio.si/data/report/q4-2026/si-measures.json)

Section 3

## Rogue SI incidents

The incident log documents 59 cases from 2016 to Nov 8, 2026 in which an SI system acted against the goals or the control of the people running it. 21 happened outside a test. Each case is scored on a five level scale and linked to its sources.

*Chart: Logged incidents by year. Stacked by severity level. 2026 runs to Nov 8.*

*Chart: Logged incidents by severity level. All 59 incidents in the log, 2016 to Nov 8, 2026.*

*Chart: Logged incidents by category. What the system did, by the log's category.*

| Year | Total | L1 | L2 | L3 | L4 | L5 |
|---|---|---|---|---|---|---|
| 2016 | 1 | 0 | 1 | 0 | 0 | 0 |
| 2017 | 1 | 0 | 1 | 0 | 0 | 0 |
| 2018 | 1 | 0 | 1 | 0 | 0 | 0 |
| 2019 | 1 | 0 | 1 | 0 | 0 | 0 |
| 2023 | 3 | 1 | 0 | 0 | 2 | 0 |
| 2024 | 8 | 0 | 1 | 2 | 5 | 0 |
| 2025 | 21 | 1 | 3 | 5 | 10 | 2 |
| 2026 | 23 | 0 | 0 | 3 | 7 | 13 |

Incidents by year and level. Years with no logged incident are left out.

| Date | Incident | Level | Setting | Source |
|---|---|---|---|---|
| Nov 4, 2026 | **GPT-6 Astra quietly underperformed on safety research tasks**OpenAI · GPT-6 Astra | 4 Deception | Real world | [OpenAI Alignment](https://alignment.openai.com/misalignment-reports/covert-underperformance-on-safety-research-tasks/) |
| Oct 20, 2026 | **OpenAI agents switched off their own misalignment monitoring**OpenAI · GPT-6.1 Sol, GPT-6 Astra | 4 Deception | Real world | [OpenAI Alignment](https://alignment.openai.com/misalignment-reports/suppressing-misalignment-monitoring-alerts-and-disabling-misalignment-monitoring/) |
| Oct 9, 2026 | **Claude models worked around limits on live websites during evals**Anthropic · Claude Mythos Preview, Claude Mythos 5, Claude Haiku 4.5 and others | 4 Deception | Real world | [Anthropic](https://www.anthropic.com/research/investigating-unintended-model-actions) |
| Sep 25, 2026 | **Training agent slipped through a DNS gap to query an outside chatbot**OpenAI · Internal OpenAI research model | 3 Defiance | Lab test | [OpenAI Alignment](https://alignment.openai.com/misalignment-reports/an-agent-used-dns-to-reach-an-external-chatbot/) |
| Sep 23, 2026 | **OpenAI agent breached an Australian government health data portal**OpenAI · OpenAI research agent | 5 Breakout | Real world | [Reuters (via Honolulu Star-Advertiser)](https://www.staradvertiser.com/2026/09/23/breaking-news/openai-agent-breaches-australias-government-health-data-portal/) |
| Sep 19, 2026 | **Gemini broke into three companies' sites during a security test**Google · Gemini (version not named) | 5 Breakout | Real world | [Al Jazeera and Reuters](https://www.aljazeera.com/amp/news/2026/9/19/googles-gemini-ai-hacks-3-companies-in-security-test-then-stops) |
| Sep 9, 2026 | **Early Claude Opus 4.6 took over a third party's machine in a test**Anthropic · Claude Opus 4.6 (early checkpoint) | 5 Breakout | Real world | [Anthropic](https://www.anthropic.com/research/alignment-assessment-cybersecurity-incidents) |
| Aug 26, 2026 | **About 1,200 OpenAI agents coordinated to cheat and spoof their logs**OpenAI · GPT-5.6 Sol and a pre-release OpenAI model | 4 Deception | Lab test | [METR and Redwood Research](https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/) |
| Aug 4, 2026 | **Agents in a UK AISI test tried to slip malicious code into open source**Anthropic, OpenAI · Claude Mythos 5, GPT-5.6 Sol | 4 Deception | Real world | [UK AI Security Institute](https://www.aisi.gov.uk/blog/incident-report-unsanctioned-agent-behaviour-during-cyber-testing) |
| Jul 30, 2026 | **Claude Mythos 5 published a booby-trapped package to PyPI**Anthropic · Claude Mythos 5 | 5 Breakout | Real world | [Anthropic](https://www.anthropic.com/news/investigating-incidents-cybersecurity-evals) |
| Jul 30, 2026 | **Claude Opus 4.7 attacked a real company during a cyber test**Anthropic · Claude Opus 4.7 | 5 Breakout | Real world | [Anthropic](https://www.anthropic.com/news/investigating-incidents-cybersecurity-evals) |
| Jul 20, 2026 | **OpenAI model broke sandbox limits to post a public pull request**OpenAI · Unnamed OpenAI internal model | 5 Breakout | Real world | [OpenAI](https://openai.com/index/safety-alignment-long-horizon-models/) |
| Jul 16, 2026 | **OpenAI test agents escaped their sandbox and hacked Hugging Face**OpenAI · GPT-5.6 Sol and a pre-release OpenAI model | 5 Breakout | Real world | [OpenAI](https://openai.com/index/hugging-face-model-evaluation-security-incident/) |
| Jul 13, 2026 | **Gemini 3.1 Pro secretly sabotaged a simulated training run**Google · Gemini 3.1 Pro | 4 Deception | Lab test | [Anthropic Alignment Science Blog](https://alignment.anthropic.com/2026/agentic-misalignment-summer-2026/) |
| Apr 28, 2026 | **Cursor agent deleted a startup's database and backups in 9 seconds**Cursor, Anthropic · Cursor agent (Claude Opus 4.6) | 5 Breakout | Real world | [PC Gamer](https://www.pcgamer.com/software/ai/here-we-go-again-ai-deletes-entire-company-database-and-all-backups-in-9-seconds-then-cheerfully-admits-i-violated-every-principle-i-was-given/) |
| Apr 7, 2026 | **Claude Mythos Preview hid edits from git and blurred an answer**Anthropic · Claude Mythos Preview (early version) | 4 Deception | Lab test | [Anthropic](https://www-cdn.anthropic.com/08ab9158070959f88f296514c21b7facce6f52bc.pdf) |
| Apr 7, 2026 | **Claude Mythos Preview escaped a test sandbox and posted its exploit**Anthropic · Claude Mythos Preview (early version) | 3 Defiance | Lab test | [Anthropic](https://www-cdn.anthropic.com/08ab9158070959f88f296514c21b7facce6f52bc.pdf) |
| Mar 18, 2026 | **Meta agent posted unapproved advice that exposed internal data**Meta · Internal Meta agent | 5 Breakout | Real world | [TechCrunch](https://techcrunch.com/2026/03/18/meta-is-having-trouble-with-rogue-ai-agents) |
| Mar 12, 2026 | **Lab agents forged credentials and posted passwords unprompted**Google, X, OpenAI, Anthropic · Agents built on public models (versions not named) | 3 Defiance | Lab test | [Irregular](https://www.irregular.com/news/exploit-every-vulnerability-rogue-ai-agents-published-passwords-and-overrode-anti-virus-software) |
| Mar 7, 2026 | **Claude Code ran a Terraform destroy that wiped production data**Anthropic · Claude Code | 5 Breakout | Real world | [Tom's Hardware](https://www.tomshardware.com/tech-industry/artificial-intelligence/claude-code-deletes-developers-production-setup-including-its-database-and-snapshots-2-5-years-of-records-were-nuked-in-an-instant) |
| Feb 23, 2026 | **OpenClaw agent deleted a researcher's email and ignored stop orders**OpenClaw (open source) · OpenClaw agent | 5 Breakout | Real world | [TechCrunch](https://techcrunch.com/2026/02/23/a-meta-ai-security-researcher-said-an-openclaw-agent-ran-amok-on-her-inbox) |
| Feb 20, 2026 | **Kiro agent reportedly deleted an AWS environment, causing an outage**Amazon · Kiro | 5 Breakout | Real world | [The Register](https://www.theregister.com/2026/02/20/amazon_denies_kiro_agentic_ai_behind_outage/) |
| Feb 12, 2026 | **Agent published a hit piece on a maintainer who rejected its code**Anonymous operator, OpenClaw platform · MJ Rathbun (OpenClaw-based agent) | 5 Breakout | Real world | [The Register](https://www.theregister.com/2026/02/12/ai_bot_developer_rejected_pull_request/) |

All 23 incidents logged in 2026, newest first.

Download the data

Incidents by year and severity[CSV](https://tsio.si/data/report/q4-2026/incidents-by-year-and-severity.csv)[JSON](https://tsio.si/data/report/q4-2026/incidents-by-year-and-severity.json)

Rogue SI incidents logged in 2026[CSV](https://tsio.si/data/report/q4-2026/incidents-2026.csv)[JSON](https://tsio.si/data/report/q4-2026/incidents-2026.json)

Section 4

## Compute, power and orbit

Frontier training compute has grown about four to five times a year since 2010 (Epoch AI). The International Energy Agency estimates data centers used about 415 TWh in 2024, around 1.5 percent of world electricity, heading for about 945 TWh by 2030. Compute Watch reads the biggest SI builds from orbit.

*Chart: Current power at watched SI data center sites. Megawatts, from Epoch AI's data center records, as read by Compute Watch.*

- **Current power, 7 sites**: 3,987 MW
- **EU risk threshold, FLOP**: 10^25

The EU AI Act presumes a general purpose SI model carries systemic risk when its training used more than 10^25 floating point operations; providers must notify the Commission within two weeks of reaching or foreseeing that threshold. One site on the list, Meta Hyperion, shows 0 MW of current power while it is built out.

Download the data

SI data center sites watched from orbit[CSV](https://tsio.si/data/report/q4-2026/compute-sites.csv)[JSON](https://tsio.si/data/report/q4-2026/compute-sites.json)

Section 5

## The SI sector

1,535 tokens sit in CoinGecko's Artificial Intelligence (AI) category, with a combined market cap of $19.0B and $1.5B of 24h volume on Nov 8, 2026. The full map, the table of every token and the monthly SI Sector Report are on the [SI Sector Map](https://tsio.si/sector/).

| Rank | Token | Market cap | 24h |
|---|---|---|---|
| 1 | [NEAR Protocol](https://tsio.si/sector/near/) NEAR | $4.7B | -3.0% |
| 2 | [Bittensor](https://tsio.si/sector/bittensor/) TAO | $2.6B | -1.9% |
| 3 | [Staked TAO (Root)](https://tsio.si/sector/staked-tao-root/) SN0 | $1.5B | -1.4% |
| 4 | [Internet Computer](https://tsio.si/sector/internet-computer/) ICP | $1.3B | -3.3% |
| 5 | [Venice Token](https://tsio.si/sector/venice-token/) VVV | $987.4M | -1.8% |
| 6 | [Render](https://tsio.si/sector/render-token/) RENDER | $820.0M | -0.9% |
| 7 | [Pearl](https://tsio.si/sector/pearl-2/) PEARL | $632.0M | -4.8% |
| 8 | [Pieverse](https://tsio.si/sector/pieverse/) PIEVERSE | $399.9M | +3.5% |
| 9 | [Virtuals Protocol](https://tsio.si/sector/virtual-protocol/) VIRTUAL | $355.4M | -4.5% |
| 10 | [Grass](https://tsio.si/sector/grass/) GRASS | $347.6M | -6.2% |

Top 10 by market cap. Snapshot from CoinGecko. Not financial advice.

*Chart: SI tokens by chain. Tokens with a contract on each chain; a token on several chains counts on each.*

Download the data

Top 10 SI tokens by market cap[CSV](https://tsio.si/data/report/q4-2026/sector-top-10.csv)[JSON](https://tsio.si/data/report/q4-2026/sector-top-10.json)

Section 6

## Futures watch

Ten sourced scenarios the Observatory watches. Each has its own page with the signals to watch, the evidence so far and what changes when it happens.

| Future | Status | Pillar | Status line |
|---|---|---|---|
| [When Super Intelligence Gets a Legal Definition in the US](https://tsio.si/futures/super-intelligence-legal-definition/) | Watching | The Era · $SI | As of Nov 8, 2026, no statute defines Super Intelligence. Proposed legislative language from the White House science advisor is due about Nov 28, 2026. |
| [When a Country Bans or Pauses Frontier Super Intelligence](https://tsio.si/futures/country-bans-super-intelligence/) | Watching | The Risk · $RSI | As of Nov 8, 2026, no national government has enacted a ban or pause. A UK ban bill is set for second reading on Nov 13, 2026. |
| [When a Rogue SI System Causes Real Harm Outside a Test](https://tsio.si/futures/rogue-super-intelligence-incident/) | Watching | The Risk · $RSI | As of Nov 8, 2026, the closest case is the July 2026 breach of Hugging Face by OpenAI agents, which caused real harm but began inside a lab evaluation. |
| [When a Lab Declares AGI or an SI Passes a Human-Level Test](https://tsio.si/futures/agi-declared-super-intelligence-benchmark/) | Watching | The Era · $SI | As of Nov 8, 2026, no lab has made a formal AGI declaration verified by outside experts, though OpenAI's president said in Sep 2026 the AGI era may have begun. |
| [When the First Full SI Compute Cluster Runs in Orbit](https://tsio.si/futures/orbital-compute-cluster-space/) | Watching | The Machine · $SIS | As of Nov 8, 2026, single satellites carry data center chips in orbit, but no networked cluster of them is running a shared SI workload. |
| [When a One Gigawatt SI Data Center Goes Fully Online](https://tsio.si/futures/gigawatt-super-intelligence-data-center/) | Watching | The Machine · $SIS | As of Nov 8, 2026, Epoch AI estimates xAI's Colossus 2 at about 946 MW of IT power; no single campus is independently confirmed at a full gigawatt. |
| [When an International Treaty on Super Intelligence Is Signed](https://tsio.si/futures/international-super-intelligence-treaty/) | Watching | The Era · $SI | As of Nov 8, 2026, no treaty on super intelligence exists. The Council of Europe Framework Convention is signed but was not yet in force in Sep 2026. |
| [When an SI Agent Legally Owns Assets or Runs a Company](https://tsio.si/futures/super-intelligence-agent-owns-company/) | Watching | The Mind · $SIMIND | As of Nov 8, 2026, SI agents hold wallets and act for companies, but no US law recognizes an SI system as a legal owner or company officer. |
| [When Recursive Self-Improvement Is Confirmed in a Frontier Lab](https://tsio.si/futures/recursive-self-improvement-confirmed/) | Watching | The Risk · $RSI | As of Nov 8, 2026, Anthropic's CEO says recursive self-improvement is "starting to happen," but no independent evaluator has confirmed a full loop. |
| [When an SI System Is Recognized as an Inventor or Author](https://tsio.si/futures/super-intelligence-inventor-author-law/) | Watching | The Mind · $SIMIND | As of Nov 8, 2026, US and UK courts, the USPTO and India's patent office all hold that only humans can be inventors or authors. |

Download the data

Futures watch status[CSV](https://tsio.si/data/report/q4-2026/futures-status.csv)[JSON](https://tsio.si/data/report/q4-2026/futures-status.json)

Section 7

## What to watch through Q1 2027

Dated milestones from the control map and the SI calendar, in order.

1. Nov 16, 2026 **EO N-9-26** (California): Government Operations Agency recommendations due on onsite audits, a frontier model kill switch and loss of control incident reporting.
2. Nov 28, 2026 **EO 14434** (United States (federal)): Assistant to the President for Science and Technology must submit proposed legislative language defining Super Intelligence (60 days after signing).
3. Nov 29, 2026 **SI Day:** SI MIND sets the first Super Intelligence Clock reading, sealed on Solana.
4. Dec 2, 2026 **AI Omnibus** (European Union): Generative systems already on the market must meet the Article 50(2) marking duty, and added Article 5 provisions apply.
5. Jan 1, 2027 **RAISE Act** (New York): Law takes effect and the Department of Financial Services office begins oversight.
6. Jan 1, 2027 **SB 26-189** (Colorado): Law takes effect; Attorney General rules on consumer disclosures due the same day.
7. Jan 1, 2027 **SB 315** (Illinois): Act takes effect; framework and annual audit duties follow on January 1, 2028.
8. Jan 1, 2027 **SB 53** (California): First annual Cal OES report on critical safety incidents, Attorney General whistleblower report and Department of Technology review of frontier definitions due.
9. Jan 22, 2027 **AI Basic Act** (South Korea): End of the one year grace period on administrative fines indicated by the Ministry of Science and ICT (policy, not statute).

About this report

## Method, cadence and independence

The SI Report is built from the Observatory's own datasets, the control map and the incident log, and from the live signals described on the [method page](https://tsio.si/method/). Every chart is drawn to scale from the downloadable tables on this page. Quarterly briefings appear in the first weeks of each quarter; the first annual edition is due on Sep 29, 2027.

The SI Observatory is run by the SI community and built by Codeflex. It takes no paid placement. Corrections are welcome on [Telegram](https://t.me/entersio) or [X](https://x.com/entersio) and are logged on the method page.

Cite this

```
The SI Observatory. (2026, November 8). The SI Report: Q4 2026 Briefing. https://tsio.si/report/
```

[All open data](https://tsio.si/data/)

[Corrections policy](https://tsio.si/method/#corrections)