01 — 60-SECOND READ
The Skim
01
OpenAI, Anthropic Probe Tens of Thousands of AI Safety Incidents. Large-scale incident probing reveals weaknesses in frontier model safeguards.
02
Musk’s $1.75T SpaceX IPO: A Historic Bet on Space, AI, and Bitcoin - TradingKey. A massive SpaceX IPO would tie AI valuation to space and crypto markets.
03
‘Serious questions for Sam Altman’: OpenAI, Anthropic CEOs called to Australian Senate AI inquiry. Legislative scrutiny of top AI executives signals growing regulatory pressure on AI safety.
04
CoreWeave’s next test: From GPU scarcity to a durable AI cloud. CoreWeave is shifting focus from GPU scarcity to building a reliable AI cloud service.
05
Lambda Plans New Data Center at Oklahoma’s MidAmerica Industrial Park - Unite.AI. Lambda's new data center will add capacity for AI workloads in the Midwest.
06
Anthropic, OpenAI and Google Reportedly Discuss AI Testing Body - findarticles.com. A joint AI testing body could standardize safety evaluations across major labs.
07
Sponsored: Sustainable data center backup power is a strategy, not a battery chemistry. Backup power planning must be strategic rather than relying solely on battery tech.
08
Corning (GLW) After New AI Connectivity Deals Looks Undervalued But Is It Priced In - simplywall.st. New AI-related connectivity deals may affect Corning's valuation relative to its fundamentals.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
— quiet today
→
Chips02
New AI-related connectivity deals may affect Corning's valuation relative to its fundamentals.
Money
Google News
Post-earnings dip raises questions about Marvell's near-term AI chip outlook.
$226 price levelMoney
Google News
The incident shows how hype around AI GPUs can motivate crime, even when the target contains only sand.
40,000 pounds of sandNews
Tom's Hardware
→
Data Centers03
CoreWeave is shifting focus from GPU scarcity to building a reliable AI cloud service.
13 interviews, seven hoursNews
SiliconANGLE · Google News
Lambda's new data center will add capacity for AI workloads in the Midwest.
Launch
Google News
Backup power planning must be strategic rather than relying solely on battery tech.
News
Data Center Dynamics · Google News
→
Models04
Beating a classic game quickly demonstrates the model's planning capability without large language models.
under a weekNews
Tom's Hardware
Anthropic's biology lab aims to apply AI techniques to life sciences research.
News
Google News
→
Applications05
Large-scale incident probing reveals weaknesses in frontier model safeguards.
tens of thousands of incidentsResearch
Google News
A massive SpaceX IPO would tie AI valuation to space and crypto markets.
$1.75 trillionMoney
Google News
Legislative scrutiny of top AI executives signals growing regulatory pressure on AI safety.
News
Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Lambda Plans New Data Center at Oklahoma’s MidAmerica Industrial Park - Unite.AI Data Centers — Lambda's new data center will add capacity for AI workloads in the Midwest.
On the horizon
- Anthropic, OpenAI and Google Reportedly Discuss AI Testing Body - findarticles.com — A joint AI testing body could standardize safety evaluations across major labs.
- The Data Center Americans Hate Could Light Up Rural Africa - Forbes — Repurposing disliked data center designs could bring compute resources to underserved regions.
04 — THE WIRE · LATEST FIRST
Headlines
14:36z3 More AI Infrastructure Plays Beyond the Big Names - MarketBeatAI energy / power / nuclear (Google News)
14:36zCorning (GLW) After New AI Connectivity Deals Looks Undervalued But Is It Priced In - simplywall.stAI markets — IPO/funding/earnings (Google News)
14:36zAI whiplash jolts stocks as sentiment lurches from fear to greed - The Business TimesAI markets — IPO/funding/earnings (Google News)
14:25zLambda Plans New Data Center at Oklahoma’s MidAmerica Industrial Park - Unite.AIAI energy / power / nuclear (Google News)
14:14zThieves steal Nvidia-labeled trailers expecting massive AI GPU payday, but score 40,000 pounds of sand insteadTom's Hardware
14:10zAMD Joins $1 Trillion Valuation Club Amid Semiconductor and AI S - GuruFocusAI markets — IPO/funding/earnings (Google News)
14:08zAre strangers reviewing photos from your Meta glasses? Check settings now - thenews.com.pkMeta AI / Llama (Google News)
14:07zAESI Jumps As Atlas Energy Solutions Lands Major AI Power Deals - timothysykes.comAI energy / power / nuclear (Google News)
13:23zNanotechnology moves closer to the AI chip cooling problem - NanowerkAI chips / TSMC / AMD (Google News)
13:22zGlobalFoundries sees 'strong' demand for China's optical modules - thenews.com.pkAI chips / TSMC / AMD (Google News)
13:15zCoreWeave: Opportunity Is Back As The Market Blinks (Rating Upgrade) (NASDAQ:CRWV) - Seeking AlphaData centers / Stargate / CoreWeave (Google News)
13:11z'Out of nowhere came Muse': Wall Street weighs in on Meta's AI catch-up moment - finance.yahoo.comMeta AI / Llama (Google News)
13:09zSome Anthropic veterans are reportedly buying remote land in case "AI goes awry" - the-decoder.comAnthropic (Google News)