The House Voted 417 to 3 to Send AI Data Centers the Grid Bill. Anthropic Is Already Paying It.

In four days, a near-unanimous House vote, a governor and the Scottish government all asked the same question: who pays for the wires? Here is how that question ends up in the price of compute.

Four Rival AI Models Failed Together. A Week Later, Nobody Has Said Why.

ChatGPT, Claude, Gemini and Grok all went down inside the same window on September 3. Our deal records suggest the four competitors have less independent plumbing than the word competitor implies.

Anthropic Committed About $90 Billion in Four Weeks and Did Not Buy a Single Computer

Three six-year leases, the same chip vendor sitting on every side of the table, and a capex line that now behaves like debt. The interesting question is not the price. It is who is carrying the risk.