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Analysis, reporting, and commentary on the global AI race.
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ChipsThree Companies Stand Behind Every Advanced AI Chip
The production of advanced AI chips relies on a critical supply chain involving three key companies: ASML, TSMC, and Nvidia. ASML provides the essential EUV lithography machines, TSMC manufactures the chips, and Nvidia designs the powerful GPUs, forming an indispensable global network.
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PowerAI Data Centers Push the Largest US Grid to Shortage Alerts
The largest US grid, PJM, added a capacity-shortage alert on 24 June 2026 as AI data-center demand outpaces supply; its 2027/2028 auction fell short by 6.6 GW.
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ModelsUS Clears Anthropic's Mythos 5 for Cyber Defenders
On 27 June 2026 the US cleared Anthropic to redeploy Mythos 5 to 100-plus critical-infrastructure organizations. Fable 5, the public model, stays offline.
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ModelsOpenAI and Anthropic Now Need a Federal Sign-Off
On 26 to 27 June 2026 the US held OpenAI's GPT-5.6 to about 20 partners and let Anthropic restore Mythos 5 to 100-plus infrastructure defenders.
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PowerFERC Orders Grid Operators to Justify Data Center Connection Rules
Federal energy regulators issued orders to six major US grid operators, including PJM and CAISO, demanding they justify or rewrite rules for connecting data centers and other large electricity users within 60 days. This action by FERC aims to address the growing power demands of AI and ensure cost transparency, preventing the shifting of data center costs onto ordinary ratepayers.
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CompaniesAnthropic Projects First Profit in Q2 2026, OpenAI Faces $14B Loss
AI company Anthropic anticipates its first operating profit of $559 million in Q2 2026, driven by strong performance in the enterprise coding market. Meanwhile, OpenAI projects a significant $14 billion net loss for the full year 2026.
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ChipsOpenAI Unveils Jalapeño: Its First Custom AI Chip for LLM Inference
OpenAI and Broadcom have unveiled Jalapeño, OpenAI's first custom-designed AI chip, an inference-only accelerator. This application-specific integrated circuit (ASIC) is built for large language model (LLM) inference, with initial deployment targeted for late 2026.
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ChinaAnthropic Accuses Alibaba of Massive Claude AI Distillation
Anthropic has accused Chinese tech giant Alibaba and its Qwen lab of conducting the largest model-extraction campaign detected to date, involving 28.8 million exchanges with Claude through roughly 25,000 fraudulent accounts. This alleged distillation attack targeted Claude's software-engineering and agentic-reasoning capabilities.
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WaterAI, Data Centers, and Indigenous Water Rights at Bear Butte
Indigenous speakers at World Peace and Prayer Day at Bear Butte raised concerns about AI and data centers consuming Native data, land, and water. They highlighted issues with data sovereignty, generative AI's "pan-Indianism," and the significant local water strain caused by data centers, particularly in places like Loudoun County, Virginia.
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