01 — 60-SECOND READ
The Skim
01
OpenAI, Anthropic, Google have been in talks on AI safety for weeks. OpenAI confirmed weeks of AI safety talks with Anthropic and Google DeepMind, as Trump's team dismisses the concerns.
02
OpenAI Eyes $1.2 Trillion Valuation in Pre-IPO Funding Round - PYMNTS.com. OpenAI is considering a pre-IPO round at a valuation above $1.2 trillion, per the WSJ.
03
China Isn’t Buying Silicon Valley’s Call for an AI Slowdown. The US and China agree advanced AI is risky, but Beijing is skeptical of a deal that would lock in US priorities.
04
A brief history of AI executives calling for regulation. A history of AI executives asking for regulation, timed to the week everyone who profits from AI agreed it should slow down.
05
US data centers could consume more natural gas than Germany and Japan combined by 2035. US data centres could burn more natural gas than Germany and Japan combined by 2035.
06
The Ripple Effect of Data Center Project Cancellations and Delays. Cancelled data centre projects leave utilities with stranded infrastructure costs passed on to ratepayers.
07
The AI data center boom is colliding with cities scarred by big industry. Outcry against data centre construction has spread to Philadelphia, a city with a long memory of heavy industry.
08
Axelera AI launches Europa chip, makes hardware available in Dell and Supermicro servers. Axelera AI launched its Europa chip and made it available in Dell and Supermicro servers.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
US data centres could burn more natural gas than Germany and Japan combined by 2035.
more gas than Germany + Japan by 2035Foresight
TechCrunch AI · Google News
Cancelled data centre projects leave utilities with stranded infrastructure costs passed on to ratepayers.
News
Data Center Knowledge · Google News
Outcry against data centre construction has spread to Philadelphia, a city with a long memory of heavy industry.
News
TechCrunch AI · Google News
→
Chips02
Axelera AI launched its Europa chip and made it available in Dell and Supermicro servers.
Launch
Data Center Dynamics · Google News
Meta is publicly claiming cost savings from its latest in-house AI chips.
News
Google News
→
Data Centers03
Data centre professionals are changing jobs despite pay increases, prioritising career growth over salary.
News
Data Center Knowledge
→
Models04
OpenAI confirmed weeks of AI safety talks with Anthropic and Google DeepMind, as Trump's team dismisses the concerns.
News
TechCrunch AI · Google News
The US and China agree advanced AI is risky, but Beijing is skeptical of a deal that would lock in US priorities.
Foresight
Wired AI
A history of AI executives asking for regulation, timed to the week everyone who profits from AI agreed it should slow down.
Foresight
The Verge AI
→
Applications05
OpenAI is considering a pre-IPO round at a valuation above $1.2 trillion, per the WSJ.
$1.2 trillion+Money
Google News
Profound raised a $180m Series D at $1.8bn, seven months after its last round.
$180M at $1.8BMoney
TechCrunch AI · Google News
Mistral and Mozilla are partnering on private, multilingual AI browsing.
Launch
Mistral — primary (site) · Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Axelera AI launches Europa chip, makes hardware available in Dell and Supermicro servers Chips — Axelera AI launched its Europa chip and made it available in Dell and Supermicro servers.
- Mistral x Mozilla: Private, Multilingual AI Browsing - mistral.ai Applications — Mistral and Mozilla are partnering on private, multilingual AI browsing.
- Schneider Electric debuts 2.5MW power modules for AI data centers Energy — Schneider Electric launched 2.5MW power modules for AI data centres.
- Inside Claude for Financial Advisors - Anthropic Applications — Anthropic detailed Claude for Financial Advisors.
On the horizon
- China Isn’t Buying Silicon Valley’s Call for an AI Slowdown — The US and China agree advanced AI is risky, but Beijing is skeptical of a deal that would lock in US priorities.
- A brief history of AI executives calling for regulation — A history of AI executives asking for regulation, timed to the week everyone who profits from AI agreed it should slow down.
- US data centers could consume more natural gas than Germany and Japan combined by 2035 — US data centres could burn more natural gas than Germany and Japan combined by 2035.
- Salesforce AI Force, Agents as UI, The Race to Headless — Ben Thompson on Salesforce abandoning UI as a moat because it is disappearing for everyone.
- What if AI data centers didn’t need new power plants? - Fast Company — Fast Company asks whether AI data centres could avoid new generation entirely.
04 — THE WIRE · LATEST FIRST
Headlines
14:07zEmerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers - HPCwireAI energy / power / nuclear (Google News)
14:05zMicrosoft AI chief calls out Anthropic's approach to AI consciousness - ReutersAnthropic (Google News)
14:04zOzempic-maker turns to Anthropic to turbocharge medical research - politico.euAnthropic (Google News)
14:02zMicrosoft says AI rival Anthropic could have 'disastrous impact' on humanity - BBCAnthropic (Google News)
14:02zByteDance completes $290 million fundraising for AI drug unit after its spin-off, sources say - KSL NewsAI markets — IPO/funding/earnings (Google News)
14:00zApple Stock Rises as AAPL Develops AI Servers With Its Own Chips - CoinpaperAI chips / TSMC / AMD (Google News)
14:00z3 days left to exhibit: Get your brand in front of VCs and high-value leads at TechCrunch Disrupt 2026TechCrunch AI
14:00zData centers aren’t the problem — it’s really about how we build them - The HillAI energy / power / nuclear (Google News)
13:58zCohere, Aleph Alpha combine to target enterprise AI market - The Mighty 790 KFGOAI markets — IPO/funding/earnings (Google News)
13:51zBloom Energy claims cost savings with 800V DC fuel cells for AI - Investing.comAI energy / power / nuclear (Google News)
13:48zInvestor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock - Yahoo FinanceAI markets — IPO/funding/earnings (Google News)
13:45zFacebook, Instagram, WhatsApp And Meta AI Subscriptions Combined - UrduPointMeta AI / Llama (Google News)
13:27zBlockfusion Signs 15-Year CoreWeave Lease for Niagara Falls AI Campus - citybizData centers / Stargate / CoreWeave (Google News)