01 — 60-SECOND READ
The Skim
01
China fires back at U.S. AI safety warnings, calling them fearmongering to lock in American advantage. China rejected the US slowdown calls outright, calling them fearmongering meant to lock in American advantage.
02
Anthropic, OpenAI and Google Explore Industry Standards for AI Testing and Audits - citybiz. Anthropic, OpenAI and Google are exploring shared industry standards for AI testing and audits.
03
AI Leaders Are Calling for a Slowdown. Trump’s Team Says It’s on Them. Altman and Musk backed the call for restraint, and Trump's team says the responsibility sits with the labs.
04
Sam Altman calls for pacing AI development but promises rapid progress will continue. Altman backs pacing while promising rapid progress continues, and says OpenAI now runs safety checks before major training runs.
05
Pacing the Frontier, AI’s Digital Limits, AI Commissars. Ben Thompson calls Amodei's pacing proposal unrealistic and aimed mostly at political control of AI.
06
What Does Block (XYZ) 40% Workforce Cut Mean For Its AI Strategy? - simplywall.st. Block cut 40 percent of its workforce, raising the question of what that means for its AI strategy.
07
The AI-as-Normal-Technology view of loss-of-control incidents. A middle-ground framing of loss-of-control incidents, between the cybersecurity and AI safety camps.
08
Buildots raises $130 million to expand AI-powered construction platform. Buildots raised $130m to expand its AI-powered construction management platform.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
An Idaho county that banned renewables is reconsidering.
News
Canary Media
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Chips02
Micron offered Taiwan staff a NT$1m bonus, roughly $31,650, and unions rejected it while threatening to strike over the AI windfall.
NT$1m (~$31,650) rejectedMoney
Tom's Hardware
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Data Centers03
Firmus is seeking a $5bn raise via an Australian IPO targeted for October.
$5bn, OctoberMoney
Data Center Dynamics
The deployment risks in moving direct liquid cooling from pilot to production.
Foresight
Data Center Dynamics · Google News
How sovereign satellite connectivity could strengthen enterprise resilience.
Foresight
Data Center Dynamics
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Models04
China rejected the US slowdown calls outright, calling them fearmongering meant to lock in American advantage.
News
The Decoder
Anthropic, OpenAI and Google are exploring shared industry standards for AI testing and audits.
News
Google News
Altman backs pacing while promising rapid progress continues, and says OpenAI now runs safety checks before major training runs.
News
The Decoder
→
Applications05
Altman and Musk backed the call for restraint, and Trump's team says the responsibility sits with the labs.
News
Wired AI
Block cut 40 percent of its workforce, raising the question of what that means for its AI strategy.
40% workforce cutNews
Google News
Buildots raised $130m to expand its AI-powered construction management platform.
$130 millionMoney
SiliconANGLE
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Meta launches new AI training academy in Kenya - Africa Business Communities Applications — Meta opened an AI training academy in Kenya.
- Exclusive: 45Drives expands ransomware protection and adds multi-server management to its storage line Applications — 45Drives expanded its SnapShield ransomware protection and added multi-server management.
- Meta Quest user vibe-codes 3D object throwing to 3D printer — ‘I've never felt more like Tony Stark’ says the software engineer Applications — A software engineer built a Meta Quest workflow that throws 3D models to a printer.
On the horizon
- Pacing the Frontier, AI’s Digital Limits, AI Commissars — Ben Thompson calls Amodei's pacing proposal unrealistic and aimed mostly at political control of AI.
- The AI-as-Normal-Technology view of loss-of-control incidents — A middle-ground framing of loss-of-control incidents, between the cybersecurity and AI safety camps.
- Sponsored: From pilot to production: Direct liquid cooling deployment risks in AI data center cooling — The deployment risks in moving direct liquid cooling from pilot to production.
- Sovereign enterprise: securing global business from space — How sovereign satellite connectivity could strengthen enterprise resilience.
- The Download: AI’s real extinction threat and age-reversal tech for eyes — MIT Technology Review on AI's real extinction threat, alongside age-reversal technology for eyes.
04 — THE WIRE · LATEST FIRST
Headlines
15:50zServiceNow offers a safer AI investment than Pa... - PluangAI markets — IPO/funding/earnings (Google News)
15:49zAnthropic Just Asked the AI Industry to Slow Down. Nothing in It Asks Anyone to Buy Fewer Nvidia Chips. - The Motley FoolAnthropic (Google News)
15:46zAnthropic eyes Nasdaq listing as a second profitable quarter aims to win over investors ahead of a mega-IPOThe Decoder
15:45zElon Musk Says AI Data Centers Are Lowering Electricity Prices for Consumers. Here's What We Found When We Ran the Numbers. - 24/7 Wall St.AI energy / power / nuclear (Google News)
15:43zAnthropic envoy says AI progress will ‘move at the speed of trust’ - PoliticoAnthropic (Google News)
15:42zSanders, Bannon, and former Anthropic staffer join forces in AI regulation push - Washington ExaminerAnthropic (Google News)
15:40zCaterpillar Falls 4% While Deere Edges Higher: Is the Data Center Power Trade Unwinding? - 24/7 Wall St.Power / gigawatt / SMR (Google News)
15:38zMusk’s xAI and X Corp. settle antitrust case against Apple By Investing.com - Investing.com CanadaxAI / Grok (Google News)
15:38zAn Overlooked AI Infrastructure Opportunity? Hyperscale Data's (GPUS) Market Value Could Be Out of Sync With Its Assets - barchart.comAI markets — IPO/funding/earnings (Google News)
15:38zHgCapital Trust NAV down 4.9% as AI sell-off hits tech valuations - Scottish Financial NewsAI markets — IPO/funding/earnings (Google News)
15:37zOracle's AI Data Centers Hit 98% GPU Use Despite Expansion - 조선일보Data centers / Stargate / CoreWeave (Google News)