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Data center at sunset with a $518 billion headline and a table of Anthropic's yearly AI spending commitments
Business·Sep 30, 2026

Anthropic's $518 Billion AI Plan Has a $413.7 Billion Catch

Anthropic disclosed $518 billion in AI infrastructure spending. About 80%, or $413.7 billion, is locked in whether Anthropic uses the capacity or not.

Locked server racks with tangled network cables in a data center.
Technology·Sep 17, 2026

Palantir and Nvidia Are Restricting the Same AI They Sell

Palantir, Nvidia and Booz Allen restricted staff AI use over data-retention terms. Zero data retention covers less than you think. Check this before you renew.

Cartoon of a man in a Nexairi cap reading a report, with a gas plant and nuclear cooling towers behind him
Business·Sep 10, 2026

The $100 Billion AI Power Plan Has a Lot of Blank Spaces

South Korea may help fund eight US nuclear reactors and a 6.3-gigawatt Texas gas plant for AI demand, a package worth more than $100 billion. The scale is huge but almost nothing is signed yet.

Nuclear plant cooling towers beside a data center and power lines, illustrating Google's Finland energy deal
Business·Sep 9, 2026

Google's Finland Nuclear Deal Signals a New AI Buildout

Google will spend about $15 billion on Finnish data centers and, in the same announcement, signed a 22-year deal to buy half the output of the Loviisa nuclear plant through 2049. The contract, not the capex number, is the signal: the AI buildout has moved from announcing demand to committing to it.

A team of engineers working on laptops around one table, screens showing code
Business·Sep 8, 2026

AI Was Sold as Software. Why Does It Need 1,000 Engineers?

Google Cloud and Accenture will train up to 1,000 engineers to work inside customer companies. The hard part of enterprise AI is organizational, not the model.

A stack of books with a red apple, colored pencils and ABC blocks on a classroom desk
Technology·Sep 4, 2026

NYC Bans AI Through 8th Grade: What the Policy Really Tests

NYC is banning student AI through eighth grade and teaching AI literacy in high school instead. The real question: what to learn before you automate it.

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