01 — 60-SECOND READ
The Skim
01
Market selloff, rising rates test AI data centre deal boom. Rising interest rates and market volatility are slowing AI data center investment deals.
02
Report: FTC probes Anthropic, OpenAI after Trump dismissed AI fears as “hoax”. The FTC is investigating Anthropic and OpenAI over potential harms from AI systems after political dismissal of AI risks.
03
When it came to Cal AI’s viral success, a small army of influencers paid off. Cal AI's influencer-driven growth generated $30M revenue and led to acquisition.
04
TSMC posts strong third-quarter results, but shares drop amid AI selloff. TSMC's strong Q3 results were overshadowed by a 2% share decline linked to broader AI sector selloff.
05
Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark. NVIDIA RTX Spark brings AI-accelerated graphics to mainstream Windows PCs.
06
Bank of America puts 4,000 people on fixing vulnerabilities uncovered by Anthropic's Mythos and other AI models. AI-identified software flaws prompted Bank of America to mobilize 4,000 staff and contractors for remediation.
07
Timestral: Mistral's time-series foundation models - Mistral AI. Mistral's Timestral models provide foundation capabilities for time-series data.
08
China’s AI Chip Shortage Becomes Reality as DeepSeek Outage Exposes Compute Drought - bloomingbit. Shortage of AI chips in China is limiting compute availability, highlighted by DeepSeek service disruption.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
New Greek rule would compel data centers to obtain a majority of electricity from renewable sources.
60%News
Data Center Dynamics · Google News
Indian renewable energy providers are scaling up to meet expected AI data center power needs.
News
Google News
The supplement covers energy and sustainability topics for data center operators.
News
Data Center Dynamics · Google News
→
Chips02
TSMC's strong Q3 results were overshadowed by a 2% share decline linked to broader AI sector selloff.
2%News
SiliconANGLE · Google News
NVIDIA RTX Spark brings AI-accelerated graphics to mainstream Windows PCs.
Launch
NVIDIA Blogs · Google News
Shortage of AI chips in China is limiting compute availability, highlighted by DeepSeek service disruption.
News
Google News
→
Data Centers03
Rising interest rates and market volatility are slowing AI data center investment deals.
News
Google News · Hacker News — AI/LLM/agents
Proposed NERC standards would impose reliability requirements on large AI data centers and crypto mining operations.
50 MWNews
Data Center Knowledge · Utility Dive
Policymakers may weigh the societal benefits of data center services against environmental costs.
News
Data Center Knowledge
→
Models04
The FTC is investigating Anthropic and OpenAI over potential harms from AI systems after political dismissal of AI risks.
News
Ars Technica AI · Google News
Mistral's Timestral models provide foundation capabilities for time-series data.
Launch
Mistral — primary (site) · Google News
METR will publish independent assessments of Anthropic's model risks after receiving internal data access.
News
TechCrunch AI · Google News
→
Applications05
Cal AI's influencer-driven growth generated $30M revenue and led to acquisition.
$30 millionMoney
TechCrunch AI · Google News
AI-identified software flaws prompted Bank of America to mobilize 4,000 staff and contractors for remediation.
4,000 peopleNews
The Decoder · Google News
IBM's framework links agent operations to safety and measurable business outcomes.
News
SiliconANGLE · Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark Chips — NVIDIA RTX Spark brings AI-accelerated graphics to mainstream Windows PCs.
- Timestral: Mistral's time-series foundation models - Mistral AI Models — Mistral's Timestral models provide foundation capabilities for time-series data.
- Chirp Pong Applications — Demonstrates audio-based networking for mobile games using chirp signals.
- Parallax Applications — New product Parallax launched on Product Hunt.
On the horizon
- A top economist explains why the AI boom will keep pushing interest rates higher - Business Insider — Analysts warn that AI-driven growth will continue to exert upward pressure on interest rates.
04 — THE WIRE · LATEST FIRST
Headlines
09:16zIndia’s clean power firms prepare for an AI-fuelled data center demand surge - The Economic TimesAI energy / power / nuclear (Google News)
09:15zA top economist explains why the AI boom will keep pushing interest rates higher - Business InsiderData centers / Stargate / CoreWeave (Google News)
09:10zChina’s AI Chip Shortage Becomes Reality as DeepSeek Outage Exposes Compute Drought - bloomingbitDeepSeek (Google News)
09:10zLouisiana blind veteran uses Meta AI glasses to conquer Army race - The Daily Advertiser | Lafayette, LouisianaMeta AI / Llama (Google News)
09:07zAnthropic Credit Rating Revealed: Gets BB+ Highest Speculative Rating, One Step Away from Investment Grade - TradingKeyAnthropic (Google News)
09:06zElon Musk Floats Amazon Rival After Grok AI Bots Hit Shopping Roadblocks: ‘X Shop’ or ‘Grokazon’? - BenzingaxAI / Grok (Google News)
09:05zGartner HR Symposium - how organizations build AI-ready teams to optimize value creation - diginomicaAI markets — IPO/funding/earnings (Google News)
09:00zMap Shows States Where Biggest Data Centers Are Being Built - NewsweekAI energy / power / nuclear (Google News)
08:56zExclusive / Conservative AI safety group proposes export controls, visa restrictions - SemaforSemafor — AI/tech (Google News)