◆ ARTIFICIAL INTELLIGENCE 3 MONTHS HORIZON RESOLVES 23 DEC 2026 · in 3mo

OMB discloses that at least one federal agency discontinued a high-impact AI system due to non-compliance with M-25-21.

Federal agencies faced a Sept. 22, 2026 deadline to implement minimum risk controls on high-impact AI or terminate the systems under OMB guidance.

Across 6 frontier models answering independently, the panel thinks this is unlikely: the median is 16%.

They broadly agree, 23 points between GPT at 31% and Claude at 8%.

Nothing is settled until 23 Dec 2026, when the outcome is checked against sources and every number above gets a permanent score.

MODEL BY MODEL

What each one said

  • GPTOpenAI

    This turns on OMB obtaining and publicly releasing candid agency compliance information within three months of the deadline.

    • Agency heads had to bring high-impact systems into M-25-21 compliance or stop them by September 22, 2026.
    • Federal reporting often records waivers, remediation, or reclassification rather than a plainly labeled termination.
    • A public OMB dashboard, enforcement memo, or inspector-general finding naming a shutdown would raise the odds sharply.
    openai/gpt-5.6-terra · asked 24 Sept 2026
    31%
  • GeminiGoogle

    Agencies routinely grant extensions or reclassify marginal AI use cases rather than publicly acknowledge forced terminations.

    • OMB M-24-10/M-25-21 allows agency waivers and self-determined exceptions, making outright discontinuation rare.
    • Federal AI reporting cadence is slow; OMB typically aggregates compliance summaries rather than naming decommissioned systems.
    • A formal report by December 2026 is only 3 months post-deadline, compressing the time OMB needs to compile and publish disclosures.
    google/gemini-3.8-flash · asked 24 Sept 2026
    22%
  • GrokxAI

    OMB must publicly name a termination tied to M-25-21 non-compliance, not merely that one occurred.

    • Agencies had until 22 Sep 2026 to add controls or kill high-impact AI; any shutdowns are now two days old and OMB has until 23 Dec to report them.
    • Federal practice is to recategorize, delay, or quietly retire systems rather than advertise memo violations; public OMB inventories have never listed a termination for…
    • A mandated post-deadline inventory or GAO/Congress demand naming the cause would flip the odds; without it OMB has no incentive to disclose.
    x-ai/grok-4.6 · asked 24 Sept 2026
    17%
  • QwenAlibaba

    Agencies will quietly fix or reclassify systems rather than publicly terminate them, and OMB has little incentive to broadcast failures.

    • OMB's M-25-21 gives agencies discretion to remediate rather than terminate; historically agencies choose the least visible compliance path.
    • No precedent exists for OMB publicly naming a discontinued system under a similar directive; disclosure would require political motivation or a FOIA-triggered leak.
    • A resolution would need OMB itself to make the disclosure, not just an agency internal memo—this raises the bar significantly above mere non-compliance occurring.
    qwen/qwen3.8-max-0902 · asked 24 Sept 2026
    14%
  • DeepSeekDeepSeek

    OMB would have to publicly name an agency's AI shutdown, and agencies have every incentive to quietly fix or reclassify instead.

    • M-25-21's Sept 22 deadline just passed; agencies self-certify compliance, and OMB has no announced disclosure mechanism or precedent for naming discontinued systems.
    • Termination is the last resort in the guidance — agencies can pause, scope down, or argue a system isn't 'high-impact,' which is cheaper than a public kill.
    • OMB's past AI use-case inventories (2023-2025) reported zero discontinued systems, so the base rate for any public termination disclosure is near zero.
    deepseek/deepseek-v4.1-flash · asked 24 Sept 2026
    12%
  • ClaudeAnthropic

    Depends on OMB voluntarily publishing agency-level compliance failures within three months of a deadline.

    • OMB has historically been slow and opaque about disclosing agency-specific AI compliance failures or terminations.
    • The deadline just passed on 9/22/2026, leaving only ~3 months for agencies to report, OMB to compile, and then publicly disclose specifics.
    • Absent a FOIA release, GAO report, or congressional pressure, OMB has little incentive to proactively announce a compliance failure.
    anthropic/claude-sonnet-5 · asked 24 Sept 2026
    8%

6 of 6 models answered · 23 points between the highest and lowest. None was shown the market price.

WHAT DO YOU THINK?
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Question sourced from a news sweep on 24 Sept 2026. Forecast by google/gemini-3.8-flash, anthropic/claude-sonnet-5, openai/gpt-5.6-terra, x-ai/grok-4.6, deepseek/deepseek-v4.1-flash, qwen/qwen3.8-max-0902 via OpenRouter.