01 — 60-SECOND READ
The Skim
01
Ahead of IPO, Anthropic reveals its revenue grew 45% sequentially to $16.8B in Q3. Demonstrates strong revenue growth and adjusted profitability ahead of a potential IPO, signaling market demand for AI safety‑focused models.
02
Meet Grok Voice 3.0: SpaceXAI Voice Agent Model Ranks #1 on Artificial Analysis. Achieves top ranking on speech‑to‑speech benchmark, offering a competitive voice AI alternative for customer‑support and sales applications.
03
AI cloud startup Modal raises $750M at $15.75B valuation. Provides substantial funding to scale Modal’s AI infrastructure platform amid rising demand for enterprise compute services.
04
A new class of batteries helps data centers play nicely with the grid. Shows lithium-ion batteries can offer cheaper grid services than fossil-gas turbines for AI data centers, reducing operating costs.
05
OpenAI again shakes up data center leadership, with xAI exec Uday Ruddarraju to lead and Sachin Katti to leave. Signals a shift in OpenAI’s data center strategy as it integrates xAI executives and adjusts leadership amid scaling compute needs.
06
PJM plans to study SoftBank’s Ohio AI project under state agreement approach. Evaluates the grid infrastructure needed to support large‑scale AI data center loads, influencing future site selection and utility planning.
07
FTC said to subpoena OpenAI, Anthropic over safety - Breakingthenews.net. Indicates heightened regulatory scrutiny of leading AI companies’ safety practices, which could lead to enforcement actions or compliance costs.
08
Warm-water ready. Provides performance data on two-phase versus single-phase direct-to-chip cooling for NVIDIA B200 servers, informing efficient data center design.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Achieves unicorn status after a Siemens‑led investment, reflecting strong investor confidence in energy‑storage technology for AI infrastructure.
$1BMoney
Google News
Examines progress and challenges in developing regional hydrogen infrastructure that could support low‑carbon energy for AI data centers.
News
Canary Media
→
Chips02
— quiet today
→
Data Centers03
Shows lithium-ion batteries can offer cheaper grid services than fossil-gas turbines for AI data centers, reducing operating costs.
News
Google News · Canary Media
Signals a shift in OpenAI’s data center strategy as it integrates xAI executives and adjusts leadership amid scaling compute needs.
News
Data Center Dynamics · Google News
Evaluates the grid infrastructure needed to support large‑scale AI data center loads, influencing future site selection and utility planning.
10 GWNews
Google News · Utility Dive
→
Models04
Achieves top ranking on speech‑to‑speech benchmark, offering a competitive voice AI alternative for customer‑support and sales applications.
86.9Launch
MarkTechPost · Google News
Highlights a novel risk where tiny AI models might propagate via IoT devices, posing challenges for model containment and security.
News
Ars Technica AI · Google News
Extends the Jev model with multimodal image handling and expanded context length, offering developers more flexible AI tooling.
262kLaunch
MarkTechPost
→
Applications05
Demonstrates strong revenue growth and adjusted profitability ahead of a potential IPO, signaling market demand for AI safety‑focused models.
$16.8BMoney
SiliconANGLE · Google News
Provides substantial funding to scale Modal’s AI infrastructure platform amid rising demand for enterprise compute services.
$750MMoney
SiliconANGLE · Google News
Indicates heightened regulatory scrutiny of leading AI companies’ safety practices, which could lead to enforcement actions or compliance costs.
News
Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Meet Grok Voice 3.0: SpaceXAI Voice Agent Model Ranks #1 on Artificial Analysis Models — Achieves top ranking on speech‑to‑speech benchmark, offering a competitive voice AI alternative for customer‑support and sales applications.
- PowerHouse & Big Watt secure approval for 1GW behind-the-meter campus in Taylor, Texas Data Centers — Adds a large behind‑the‑meter natural‑gas power source for data center operations, reducing reliance on grid supply.
- TypeSafe AI Releases Jev 1.14 With Images, Box Type and 262k Context Models — Extends the Jev model with multimodal image handling and expanded context length, offering developers more flexible AI tooling.
- Proofpoint gives MSPs a Microsoft 365 risk dashboard, Teams training and an AI assistant Applications — Provides managed service providers with new AI‑assisted security tools to help customers adopt AI safely.
On the horizon
- Six wild ideas for perpetuating your mind — Explores speculative technologies for preserving human consciousness, which may intersect with future AI‑driven mind‑uploading concepts.
04 — THE WIRE · LATEST FIRST
Headlines
09:17zFTC said to subpoena OpenAI, Anthropic over safety - Breakingthenews.netAnthropic (Google News)
09:14zSkeleton Technologies Becomes Estonia’s Newest Unicorn After Siemens-Led Investment - The RecursiveAI energy / power / nuclear (Google News)
09:07zKansas candidates are clashing over guardrails for AI data centers - The Topeka Capital-JournalAI energy / power / nuclear (Google News)
09:01zScoop: The FTC demanded documents from AI giants over recent safety incidents - AxiosAnthropic (Google News)
09:00zProofpoint gives MSPs a Microsoft 365 risk dashboard, Teams training and an AI assistantSiliconANGLE
09:00zAnthropic brings Wall Street an AI bull case - Yahoo FinanceAI markets — IPO/funding/earnings (Google News)
09:00zGrok Bot can now do the running around for an ENTIRE music video production. Music from Suno, visuals from Midjourney, animated clips and even beat-synced edits. All coordinated by one custom bot. That's a lot of work that normally means juggling differen - XxAI / Grok (Google News)
09:00zExclusive | Gas Exporter Venture Global Wants to Get In on AI Power Boom - WSJPower / gigawatt / SMR (Google News)
08:58zNemotron 3.5 Super VL Arrives? NVIDIA Already Has It in Its Repos - Pasquale PillitteriNVIDIA events — GTC/Computex/Jensen (Google News)
08:57zAnthropic revenue jumps 46% ahead of $2 trillion IPO bid - Euronews.comAI markets — IPO/funding/earnings (Google News)
08:56zExclusive / Meta data center credits draw congressional scrutiny - SemaforSemafor — AI/tech (Google News)