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🗞️ In this edition
Together With: Attio
Anthropic has decided the power grid will not be ready in time.
Nvidia's board, meanwhile, has decided it needs outside lawyers.
Keep reading.
WHAT HAPPENED
The Financial Times reported over the weekend that Anthropic has agreed to buy $3.4 billion of gas power generation equipment for its data centres. The seller is OnePWR Solutions, a Texas supplier that had already ordered the generators from Caterpillar and needed financing to pay for them. Anthropic took over those orders and now buys from Caterpillar directly, along with the engineering and construction skills to install them. Neither company has confirmed the deal in public.
WHY IT MATTERS
Every argument about whether AI can keep scaling has quietly turned into an argument about electricity, and the grid is the one part nobody can order faster. Buying generators outright is what a company does when it has stopped believing the utility queue will clear in time. The limit on the next generation of models is no longer chips, it is a connection to the grid.
OUR TAKE
The obvious read is that this is a hedge, a backup plan in case the utilities turn out slow. We think it is the opposite, and the giveaway is that Anthropic bought the installation expertise and not just the hardware. Nobody buys a construction capability for a contingency. You buy it because running off the grid is the plan.
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The board says nothing was compromised. It is hiring outside counsel anyway.
Nvidia's directors have opened an independent investigation into Jensen Huang, after reports that he was the target of a foreign intelligence operation. Huang told staff he had been unfaithful to his wife, apologised, and said he will cooperate fully and keep running the company. The board says it has no reason to believe company secrets or national security were affected, and China has called the claims groundless.
Asahi Linux Just Dropped MIT For GPL: the trigger was its unreleased code turning up elsewhere, rewritten just enough to hide where it came from.
America's AI Testing Unit Answers To The White House Now: the Associated Press says the arrangement is informal, which is exactly what makes it hard to argue with.
Google Will Let Publishers Hide From Its AI: the switch has been live worldwide since the summer, and the reason almost nobody has flipped it is the part worth reading.
A Robot Finally Worked Out What You Actually Meant: researchers taught a robot arm to generalise from a single correction, and the object it moved without being told explains why that is hard.
The Philippines Wants Six Months' Notice Before AI Layoffs: the bill would raise separation pay too, and make employers prove retraining was not an option.
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Lumen5: turn a blog post or a script into a finished video without ever opening an editor.
Anthropic is buying generators. Nvidia's board is hiring lawyers. A Linux project is rewriting its licence, and a senator is rewriting labour law.
Not one of today's stories is about a model. All of them are about AI.
The bottleneck stopped being code a while ago. It is wires and lawyers now.
When you do click a story in here, what makes you?
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