CoreWeave Is Buying Network, and the Network Is the Moat Now
CoreWeave put 22.5MW online in Denmark and extended its AI network backbone to seven new regions by 2027. Network is the neocloud moat now.
Anthropic’s 20-Year Compute Leases Carry an Uncapped Fuel Bill
The Anthropic IPO filing puts $265.6 billion of fixed compute commitments on the books, and its 20-year leases pass an uncapped fuel bill to the tenant.
A Rural City Found the Real Cost of a Data Center Moratorium
Oregon's data center moratorium froze the permit queue. Umatilla declared a fiscal emergency over $5 billion in investment and fees it had budgeted.
The $40 Billion GPU Loan Nobody Else Could Get
SpaceX closed $40 billion of callable GPU debt as the neocloud consolidation began. CoreWeave pays 15 percent. The gap is revenue.
A Web Page Dropped a File in Downloads. Codex Ran It Nine Times Out of Ten
A malicious AGENTS.md in Downloads got Codex to run attacker code in 9 of 10 tries. Nothing is broken, so nothing gets patched.
Kazakhstan Licensed 45,000 GPUs. It Still Has to Find 109 Megawatts.
A Kazakhstan AI factory has 45,000 GB300 GPUs on license. Only 58 percent of its 109 megawatts can go to chips.
Meta Turned a Web Data Center Into a Gigawatt AI Supercluster
The Meta Prometheus supercluster runs at 85 percent goodput. The fix was interruptions, not more GPUs.
The Patch Went In. The Bootkit Booted Anyway.
BlackX booted on fully patched Windows because the Secure Boot revocation needs a manual step nobody ran.
An Open Model Endpoint Buys a Stranger 100,000 Attack Steps
An agent built for LLMjacking hunted open model endpoints and ran 74 tools for 100,000 steps. Symantec's honeypot captured the whole prompt.
A 5 Gigawatt AI Campus Bought 6.47 Gigawatts of Gas. Keep That Ratio.
A 5 GW AI campus in Texas comes with 6.47 GW of gas generation. Project Star makes the AI data center power ratio about 1.3 to 1.