01 — 60-SECOND READ
The Skim
01
Applied Digital adds 75MW of capacity at Ellendale data center campus in North Dakota. Added 75MW expands compute availability for AI workloads in the region, reducing latency for northern US customers.
02
Most Americans want AI development to slow down or stop entirely, new poll finds. Public pressure for slower AI adoption may delay enterprise AI projects and increase demand for safety compliance.
03
Jera, Dell Technologies, and Rhaelm team up for behind-the-meter AI infrastructure in Japan. Behind-the-meter AI infrastructure reduces grid transmission losses and provides dedicated power for AI workloads in industrial settings.
04
US Senate kills bill that could potentially shield Americans from skyrocketing power bills due to AI data centers. Blocking the Ratepayer Protection Act leaves consumers exposed to potential rate increases from AI data center electricity demand.
05
Vertical Data Centers Face Cost-Proximity Trade-Offs. Building tall, urban data centers reduces land use and network latency but raises construction costs, limiting viability to specific high-value workloads.
06
Beyond the Megawatt: Why Data Center Site Selection Is Now a Three-Front Battle. Data center approval now depends on power, water, and community factors, making site selection more complex than pure power availability.
07
Trump launches Super Intelligence Force with Jay Clayton as AI czar. A new federal AI task force centralizes AI policy coordination, potentially accelerating government AI adoption and regulation.
08
Goldman Sachs sees AI investment adding to European growth in 2026. Anticipated AI-driven investment is expected to boost European GDP, influencing corporate spending and policy priorities.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Blocking the Ratepayer Protection Act leaves consumers exposed to potential rate increases from AI data center electricity demand.
57-43 voteNews
Tom's Hardware · Google News
→
Chips02
Addressing CPU limitations improves end‑to‑end performance of agentic AI systems that rely on sequential task execution.
Vera CPU deployment with CoreWeaveLaunch
SiliconANGLE
→
Data Centers03
Added 75MW expands compute availability for AI workloads in the region, reducing latency for northern US customers.
75MWLaunch
Data Center Dynamics · Google News
Behind-the-meter AI infrastructure reduces grid transmission losses and provides dedicated power for AI workloads in industrial settings.
behind-the-meter AI infrastructureLaunch
Data Center Dynamics · Google News
Building tall, urban data centers reduces land use and network latency but raises construction costs, limiting viability to specific high-value workloads.
20-storyNews
Data Center Knowledge · Google News
→
Models04
EU-mandated watermarking aims to deter misuse of AI-generated text while offering API customers a choice to opt out globally.
detection rates as high as 95 percentLaunch
The Decoder
MintFlow offers a training‑free method to satisfy constraints in flow‑matching models without large deviations from the learned data distribution.
training‑free constrained sampling frameworkResearch
arXiv
Evaluating lightweight System‑1 decision models reveals trade‑offs between speed and accuracy in LLM agent tool‑use scenarios.
7,283 base cases plus 6,640 robustness variantsResearch
arXiv
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Applications05
Public pressure for slower AI adoption may delay enterprise AI projects and increase demand for safety compliance.
77 percentNews
The Decoder · Google News
A new federal AI task force centralizes AI policy coordination, potentially accelerating government AI adoption and regulation.
Jay Clayton as AI czarLaunch
SiliconANGLE · Google News
Anticipated AI-driven investment is expected to boost European GDP, influencing corporate spending and policy priorities.
AI investment adding to European growth in 2026News
Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Applied Digital adds 75MW of capacity at Ellendale data center campus in North Dakota Data Centers — Added 75MW expands compute availability for AI workloads in the region, reducing latency for northern US customers.
- Jera, Dell Technologies, and Rhaelm team up for behind-the-meter AI infrastructure in Japan Data Centers — Behind-the-meter AI infrastructure reduces grid transmission losses and provides dedicated power for AI workloads in industrial settings.
- Trump launches Super Intelligence Force with Jay Clayton as AI czar Applications — A new federal AI task force centralizes AI policy coordination, potentially accelerating government AI adoption and regulation.
- OpenAI will watermark ChatGPT text in the EU but makes it optional for API users worldwide Models — EU-mandated watermarking aims to deter misuse of AI-generated text while offering API customers a choice to opt out globally.
- Nvidia and CoreWeave tackle the CPU bottleneck in agentic AI infrastructure Chips — Addressing CPU limitations improves end‑to‑end performance of agentic AI systems that rely on sequential task execution.
- Supercharge regulated workloads with Claude Code and Amazon Bedrock Applications — Providing Claude models on AWS GovCloud enables compliant AI-assisted development for government and defense contractors.
On the horizon
- nothing today
04 — THE WIRE · LATEST FIRST
Headlines
18:15zGoldman Sachs sees AI investment adding to European growth in 2026 - StreetInsiderData centers / Stargate / CoreWeave (Google News)
18:14zMeta and Microsoft Work to Wean Staff Off Anthropic’s Claude - The InformationAnthropic (Google News)
18:13zNintendo Switch 2 drops to £354.99 all-time low to defy the AI tax — pocket £65 in savings across these retailersTom's Hardware
18:00zThis cute new personal assistant can help run your life — if you let it access your personal data - Blaze MediaMeta AI / Llama (Google News)
17:56zCaterpillar: Data Center Tailwinds Are Real, But The Valuation Is Too Steep For Me - Seeking AlphaAI energy / power / nuclear (Google News)
17:53zPentagon stops using Anthropic's AI tools, months after declaring it a supply chain risk - The Times of IndiaAnthropic (Google News)
17:51zUh Oh, ChatGPT Can Drive a Car (And Grok Crashed Immediately) - The DrivexAI / Grok (Google News)
17:46zAmazon's answer to data center backlash: $1 billion for community college and home energy upgrades - FortuneAI energy / power / nuclear (Google News)
17:46zIs AMD (NASDAQ:AMD) stock rising as OpenAI taps its EPYC Turin chips today? - Kalkine MediaAI chips / TSMC / AMD (Google News)
17:42zLA County Supervisors to Consider Developing Data Center Ban - MyNewsLA.comAI energy / power / nuclear (Google News)
17:35zBolivian Food Returns to Boston: Tropical Llama's Plan - hoodline.comMeta AI / Llama (Google News)
17:32zOpenAI will watermark ChatGPT text in the EU but makes it optional for API users worldwideThe Decoder
17:30zMinnesota ‘nudification’ ban paused by federal appeals court as challenge proceeds - Star TribunexAI / Grok (Google News)