THE PLAYERS · PROMISE TRACKER

Held to their word.

Dated claims, predictions and commitments from AI labs and leaders, with sources, stated deadlines and an evidence-based status: pending, delivered, partially, missed or walked back.

All promises at a glance

9 tracked·4 overdue·1 due soon·0 kept·0 broken
CompanyPromiseDeadlineStatusTimeSource
Microsoft~$80B on AI data centres in FY2025End of Microsoft FY2025Overdue16 mo overdueSource
AnthropicAI writing 90% of code within 3–6 monthsAbout September 2025Overdue14 mo overdueSource
OpenAIAI agents will “join the workforce” in 2025End of 2025Overdue10 mo overdueSource
MicrosoftTrain 2.5M Americans in AI skills in 2025End of 2025Overdue10 mo overdueSource
MicrosoftHonour publishers’ AI-training opt-out from 1 Feb 20271 February 2027Due soon3 mo leftSource
OpenAISupport publishers’ AI-training opt-out “in the coming months”“In the coming months” — we review at six monthsPending6 mo leftSource
OpenAI$500B of US AI infrastructure over four yearsJanuary 2029Pending27 mo leftSource
GoogleGemini 4 Carbon for everyone “soon”No date givenPendingNo dateSource

Full record: quotes, evidence and status history

We believe that, in 2025, we may see the first AI agents “join the workforce” and materially change the output of companies.
Deadline passed · not yet assessedDeadline: End of 2025 (stated: “in 2025”)Sam Altman, “Reflections” (personal blog)

The stated window has passed. “Materially change the output of companies” has no agreed measure; we have not yet reviewed enough independent evidence to assign delivered, partially or missed.

Status history

2026-11-01 · Deadline passed · not yet assessed — Added to tracker.

“I think we’ll be there in three to six months—where AI is writing 90 percent of the code.”
Deadline passed · not yet assessedDeadline: About September 2025 (three to six months)Council on Foreign Relations · CEO Speaker Series with Dario Amodei (transcript)

Window has passed. Share of code written by AI is reported differently by different companies and is rarely independently audited; status awaits a review of independent measurements.

Status history

2026-11-01 · Deadline passed · not yet assessed — Added to tracker.

Stargate “intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately.”
PendingDeadline: January 2029 (four years)OpenAI · Announcing The Stargate Project

Multi-year commitment still within its stated window. Announced site and capacity figures are company claims; spending to date has not been independently totalled here.

Status history

2026-11-01 · Pending — Added to tracker.

“In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters … More than half of this total investment will be in the United States.”
Deadline passed · not yet assessedDeadline: End of Microsoft FY2025 (30 June 2025)Microsoft On the Issues · The golden opportunity for American AI

Fiscal year has ended. To be checked against Microsoft’s FY2025 annual report capital-expenditure figures, noting that reported capex may include items beyond AI data centres.

Status history

2026-11-01 · Deadline passed · not yet assessed — Added to tracker.

Microsoft intends “to invest more than $35 billion in 14 countries within three years to build trusted and secure AI and cloud datacenter infrastructure.”
PendingDeadline: About 2027 (three years from the 2024 announcement)Microsoft On the Issues · The golden opportunity for American AI

Within its stated window. Country-level spending is not consistently disclosed.

Status history

2026-11-01 · Pending — Added to tracker.

“In 2025 alone, Microsoft is on a path to train 2.5 million American students, workers, and community members with the AI skills to land new jobs.”
Deadline passed · not yet assessedDeadline: End of 2025Microsoft On the Issues · The golden opportunity for American AI

Window has passed. Any delivery figure would be self-reported; we have not yet located a dated company report or independent count.

Status history

2026-11-01 · Deadline passed · not yet assessed — Added to tracker.

“We look forward to bringing Carbon to developers, businesses, and consumers soon” — making it available “as soon as possible” after gathering feedback on guardrails.
PendingDeadline: No date given (“soon”, “as soon as possible”)Google · Introducing Gemini 4 Carbon

Access currently limited to cyber defenders in the Fairwind Program. We will mark delivered when a general API or product release is documented.

Status history

2026-11-01 · Pending — Added to tracker.

Microsoft will honour the common AI-training opt-out signal for publishers beginning 1 February 2027.
PendingDeadline: 1 February 2027The Hindu (AFP)

Paraphrased from wire reporting of Microsoft’s blog post. Google committed to “sometime in 2027”, OpenAI to “the coming months”.

Status history

2026-11-01 · Pending — Added to tracker.

OpenAI said it will roll out support for the common AI-training opt-out signal “in the coming months”.
PendingDeadline: “In the coming months” — we review at six months (end of April 2027)The Hindu (AFP)

Review deadline is our editorial assumption, not OpenAI’s.

Status history

2026-11-01 · Pending — Added to tracker.

Method

We record only claims we can link to a primary source (a post, statement, transcript or company page), quoted or closely paraphrased with the date. Deadlines are recorded only when stated or directly implied (“in 2025”, “three to six months”). A status changes only with dated evidence, and every change is logged. “Deadline passed · not yet assessed” means the window has closed but we have not yet reviewed enough independent evidence to judge. X posts are first-party claims, not verified facts.