A divided D.C. Circuit panel has upheld the Department of War’s decision to exclude Anthropic’s Claude from its supply chain under 41 U.S.C. 4713. We explain the 2-1 ruling, Judge Henderson’s dissent, why a California court reached the opposite result on a different statute, and what the Pentagon blacklisting means for contractors and Anthropic’s IPO.
A Brookings paper by Columbia’s Stijn Van Nieuwerburgh estimates the AI buildout will cost $10.3 trillion from 2025 to 2032, more relative to GDP than the railroads or highways, and warns that leases, SPVs and private credit are hiding the risk. We explain the numbers, Meta’s Hyperion template, the $3.7 trillion revenue question and what businesses should do.
Oracle has sent a force majeure notice on Project Jupiter, citing potential delays in securing power. We follow the power: the unissued air permit for 2.45GW of fuel cells, the twice-rejected Green Chile pipeline, PJM’s 6.8GW capacity shortfall, gas turbines sold out to 2031, why a power delay is a hard case for force majeure, and what businesses planning AI capacity should do.
Anthropic has committed $11.6 billion over seven years to Akamai’s cloud, with up to $9 billion more, and received a warrant for up to about 5% of Akamai at $111.33 a share. We break down the 8-K, the four-tranche warrant, why an AI lab is buying CPUs, and what the contract does to Akamai’s revenue, capex and risk.
Anthropic is asking shareholders to approve a Palantir-style structure that would give Dario Amodei and six co-founders 50.1% of the votes on most matters, held through one LLC, while its Long-Term Benefit Trust keeps the power to appoint a board majority. We explain the plan, why 50.1% crosses a line Palantir avoids, what public investors give up, and what it means for businesses that rely on Claude.
Chinese cities are competing to host AI filmmakers with rent waivers, living allowances and subsidised compute, treating AI video like EVs and solar. We map the subsidies, show how production costs fell from 5,000 yuan a minute to a few hundred, cover the platforms betting on it and the new rules, and explain what the overcapacity signs mean for businesses that buy video.
Oracle has sent a force majeure notice on Project Jupiter, the New Mexico data center campus Blue Owl’s Stack Infrastructure is building for OpenAI capacity, and the move has rattled AI financing. We explain the power delay behind it, who carries which risk across $3 billion of equity and $18 billion of loans, what Oracle’s filings show about its $664 billion backlog and $288 billion of unstarted leases, and what businesses buying AI capacity should check.
ChatGPT Pro Max, a $500-a-month ChatGPT plan, appeared in OpenAI’s web app code and in a Codex commit on 24 and 25 September 2026. The same week Google released Gemini 3.8 Live and made Live Avatar generally available. This article covers the leak evidence, the renamed Pro ladder, the Gemini benchmarks and pricing, and what businesses should do.
The new Lightspeed India fund, Lightspeed India Partners V, is targeting $250 million, half the size of its 2022 predecessor, with 80% already committed. It will back early-stage AI companies in India and Southeast Asia from late 2026. This article covers the investor letter, the SEC filing, the fund history, the Accel comparison and what it means for founders and buyers.
Distillation attacks are the reason Anthropic has started billing again for some requests Claude refuses before answering. From 24 September 2026, blocked requests in three categories, bio, frontier_llm and reasoning_extraction, are charged at the refusing model’s input rates. This article explains what each category covers, the 114 days when refusals were free, what a billed block costs and what developers should change.
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