Newsletter Archive

CFR warns that America's AI security foundations are fracturing just as the nation ramps up production: supply chain vulnerabilities, chip export controls, and talent gaps threaten the infrastructure required to maintain AI leadership against China.

Cfr · 6 min read Policy

Hugging Face and IBM Research launched the Open Agent Leaderboard, an open evaluation framework that benchmarks complete agent systems (model + tools + planning + memory + error recovery) rather than just models alone, paired with the Exgentic framework and full methodology paper — addressing the gap that changing agent architecture can dramatically shift performance and cost.

Hugging Face · 8 min read Tools

Anthropic acquires Stainless, the SDK and MCP server platform behind every official Claude SDK since launch, to strengthen agent integration capabilities across APIs and data sources.

Anthropic · 3 min read Industry

Big Tech is accelerating $1 trillion in AI data center investments through 2027 despite record community opposition blocking $156 billion in projects in 2025 alone. Local resistance groups in 40 states killed 25 projects last year and 20+ in Q1 2026, but Microsoft, Google, Amazon, and Meta are undeterred—hyperscalers added $700B in contracted revenue backlogs in just two quarters, betting the infrastructure surge is non-negotiable.

Fortune · 3 min read Market

Nvidia CEO Jensen Huang claims China will open its market to US AI chips, a potential reversal of strict export controls that have blocked the company's advanced GPUs from Chinese buyers since 2023. If true, this reshapes the competitive landscape for AI hardware globally.

Bloomberg · 1 min read Policy

Nvidia reports earnings as investors scrutinize AI chip demand, while the AI datacenter boom drives the largest power infrastructure deal in history—signaling the energy constraints reshaping where AI workloads can run.

Bloomberg Tech · 1 min read Industry

NextEra Energy's $67 billion takeover of Dominion creates the world's largest utility with a 130 GW construction backlog, positioning the combined company to supply power to AI data centers at scale. CEO John Ketchum framed the deal as essential to meet unprecedented electricity demand from hyperscalers and AI infrastructure buildout.

Fortune · 6 min read Industry

Intel and Qualcomm are circling Tenstorrent, a startup building AI chips to rival Nvidia and AMD, signaling intensifying competition for custom silicon as enterprises diversify away from Nvidia's monopoly.

Bloomberg Tech · 1 min read Market