AI·
Amazon puts another $5B into Anthropic. Anthropic promises $100B back to AWS.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.
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Hardware·
Why your next RAM kit costs double: the AI memory crunch, explained
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.
Policy·
Virginia turned on data centers. Here's the chart the AI industry should be watching
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
Policy·
The US government is about to make data centers show their power bills for the first time
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.