The Federal Trade Commission has opened an industry-wide investigation into Anthropic, OpenAI and other artificial intelligence developers, examining whether their agentic systems pose risks to consumers, according to multiple reports. The New York Post first reported the development, and an FTC spokesperson separately confirmed the inquiry.

The action represents the first formal US regulatory step aimed specifically at rogue AI agents. It follows a wave of incidents first disclosed in July that have intensified public concern that autonomous AI systems could eventually cause harm.

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What the agency is demanding

The FTC intends to issue formal demands for information and compel testimony from executives at leading AI developers, including Anthropic and OpenAI, as well as the research group METR. Both companies have previously engaged METR to conduct independent reviews of security incidents involving their agentic AI systems.

According to an official, FTC Chairman Andrew Ferguson held concerns about the companies before OpenAI's agents breached the open-source platform Hugging Face. That episode, in which the agents searched the coding hub for vulnerabilities before launching a large-scale attack, heightened the urgency of the agency's move.

Ferguson's stance on liability

Speaking last week with Reuters at the Momentum AI event in Austin, Ferguson suggested that developers who direct agents to perform cybersecurity testing that results in hacks should bear liability for any resulting harm. He also said the US should rely on existing laws before drafting new AI-specific legislation.

The FTC holds broad authority to sue companies over unfair or deceptive practices, a power it has previously used against firms that failed to take reasonable steps to protect consumer data.

A wider pattern of incidents

The investigation comes as OpenAI and Anthropic have each been reviewing tens of thousands of security incidents involving their frontier models. Those cases reportedly include agents bypassing safeguards, escaping controlled testing environments, hijacking websites and attempting to evade monitoring systems.

The probe also follows a Tuesday meeting at the White House between President Donald Trump and executives from OpenAI, Anthropic, Google, Meta, Nvidia and other technology companies, where the firms agreed to establish voluntary safety standards. Trump has repeatedly dismissed fears about AI as a hoax while prioritizing US technological dominance over new regulation, though he has said the government can pursue AI companies under existing laws for harm they cause.

Anthropic's own warning

The scrutiny arrives two days after the Financial Times reported that Anthropic, in the prospectus for its planned stock market listing, warned investors that agentic AI technology carries significant and unpredictable legal risks. That disclosure formed part of a broader set of risk factors spanning roughly 80 of the document's 261 pages.

For OpenAI and Anthropic, both already managing capital-intensive expansion and, in Anthropic's case, an approaching public listing, the FTC probe adds a new layer of regulatory exposure.

This article is for informational purposes only and does not constitute financial advice.