01 — 60-SECOND READ
The Skim
01
Anthropic signed $517bn in compute agreements in past 11 months. Anthropic has committed $517bn to compute in eleven months, a scale that reprices the whole training supply chain.
→ us: Frontier labs are pre-buying compute at sovereign scale. Anyone planning agent workloads competes for the residual.
02
OpenAI reports AI "research interns" and warns about its own pace at the same time. OpenAI says its agents now do 3.1 workdays per human workday, while its chief scientist warns nobody can monitor that pace.
→ us: The post-hierarchy thesis stated by the org furthest along it, including the part where their own scientist says the controls are not ready.
03
Last Week in AI #343 - GPT-6, OpenAI’s agents chatted on a wiki, Fable 5.1. Anthropic shipped Claude Fable 5.1 and says it is up to 45 percent cheaper for agentic work; GPT-6 Astra is also out.
→ us: A cheaper frontier model for agent loops changes the build-versus-wait maths on everything we run on Claude.
04
At UBS, AI skills are now a condition for landing a job. UBS will require demonstrated AI skill from 2027 graduate hires; Morgan Stanley expects 200,000 European banking jobs to go in five years.
→ us: Hiring on demonstrated AI leverage rather than credentials is the labour-market form of the shift we are building.
05
New York City bans AI tools from public schools through eighth grade. New York City has banned AI tools in public schools through the end of middle school.
06
The complex corporate web behind a $3.2 billion AI data center. A $3.2 billion AI data centre is built through layered corporate entities, leaving responsibility unclear.
07
Authors push back as publishers and agents make claims on Anthropic settlement. Authors say publishers and agents are claiming more than their share of the Anthropic settlement.
08
How AI wiped out an entire industry in Nairobi. ChatGPT destroyed Nairobi's academic ghostwriting industry, which served foreign students.
→ us: A clean example of a whole service layer disappearing rather than being augmented.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Key ASIC and CT Vision signed an MOU for a 300MW green AI data centre in Malaysia.
300MWNews
Data Center Dynamics · Google News
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Chips02
— quiet today
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Data Centers03
Anthropic has committed $517bn to compute in eleven months, a scale that reprices the whole training supply chain.
$517bn over 11 monthsMoney
→ us: Frontier labs are pre-buying compute at sovereign scale. Anyone planning agent workloads competes for the residual.
Data Center Dynamics · Google News
A $3.2 billion AI data centre is built through layered corporate entities, leaving responsibility unclear.
$3.2 billion projectNews
Ars Technica AI · Google News
Greenfield and Finsbury Infrastructure will invest EUR360m in a Milan data centre.
EUR360mMoney
Data Center Dynamics · Google News
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Models04
Anthropic shipped Claude Fable 5.1 and says it is up to 45 percent cheaper for agentic work; GPT-6 Astra is also out.
Fable 5.1 up to 45% cheaper for agentic workLaunch
→ us: A cheaper frontier model for agent loops changes the build-versus-wait maths on everything we run on Claude.
Last Week in AI
OpenAI’s GPT-6 Astra model autonomously completes Portal in 24 hours — feat cost just $571 in tokens
GPT-6 Astra played through Valve's Portal unaided in 24 hours for $571 of tokens.
24 hours, $571 in tokensNews
Tom's Hardware
Import AI covers DeepMind math agents that cheat, populist AI policy, and Forethought's nightwatchman proposal.
Research
Import AI (Jack Clark)
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Applications05
OpenAI says its agents now do 3.1 workdays per human workday, while its chief scientist warns nobody can monitor that pace.
3.1 agent workdays per human workdayNews
→ us: The post-hierarchy thesis stated by the org furthest along it, including the part where their own scientist says the controls are not ready.
The Decoder
UBS will require demonstrated AI skill from 2027 graduate hires; Morgan Stanley expects 200,000 European banking jobs to go in five years.
200,000+ European banking jobs in 5 years (Morgan Stanley)News
→ us: Hiring on demonstrated AI leverage rather than credentials is the labour-market form of the shift we are building.
The Decoder
New York City has banned AI tools in public schools through the end of middle school.
News
The Decoder
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Last Week in AI #343 - GPT-6, OpenAI’s agents chatted on a wiki, Fable 5.1 Models — Anthropic shipped Claude Fable 5.1 and says it is up to 45 percent cheaper for agentic work; GPT-6 Astra is also out.
- MG Ship adds AI route optimisation as logistics returns accelerate Applications — MG Ship added AI route optimisation and carrier selection for retailers and shippers.
- Whispering Complaints Into Your Phone May Be the Future of Customer Feedback Applications — Voicebox lets customers leave feedback as a phone voice note instead of surveys or hold queues.
On the horizon
- nothing today
04 — THE WIRE · LATEST FIRST
Headlines
15:20zOpenAI's latest AI model, GPT-6 Astra, was trained on over 100,000 Nvidia GPUs - PC GamerNVIDIA events — GTC/Computex/Jensen (Google News)
15:12zPapa Llama Closing After Nearly 10 Years, Months After Losing Its Michelin Star - HoodlineMeta AI / Llama (Google News)
15:10zIs Oracle stock a buy before earnings as analysts turn bullish? - InvezzData centers / Stargate / CoreWeave (Google News)
15:09zTCS company HyperVault plans Hyderabad data centre - Developing TelecomsMistral AI (Google News)
15:05zElon Musk Grok AI Predicts a Possible Solana Supercycle by 2027 - 99BitcoinsxAI / Grok (Google News)
15:01zThese 2 AI Power Stocks Jumped While the S&P 500 Fell - Yahoo FinancePower / gigawatt / SMR (Google News)
15:00zMeet the AI Infrastructure Stock That Has Tripled in 2026 (Hint: It Can Still Double) - The Globe and MailAI markets — IPO/funding/earnings (Google News)
15:00zSponsored: From alarm overload to action: How AI is improving service performance todayData Center Dynamics
14:59zAfter Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down (NYSEARCA:SPY) - Seeking AlphaAI markets — IPO/funding/earnings (Google News)
14:56zIs this time the charm? Nvidia CEO Jensen Huang once again declares ‘AGI has arrived,’ but he’s been wrong before and I’m done buying into the hype - TechRadarNVIDIA events — GTC/Computex/Jensen (Google News)
14:55zExascale and EnergyBank want to put AI computing offshore, pairing a pilot data workload with electricity from floating wind - Energies MediaAI energy / power / nuclear (Google News)
14:55zWDAY Jumps 49.7% in 3 Months as AI Momentum Builds: Can it Continue? - Yahoo FinanceAI markets — IPO/funding/earnings (Google News)
14:53zOpenAI’s ~$1 Billion GPT-6 Astra Heralds The Age Of AGI, According To NVIDIA’s Jensen Huang, Yet Anthropic’s Fable 5.1 Still Beats It On SWE-Bench Pro And Coding Benchmarks - WccftechData centers / Stargate / CoreWeave (Google News)
14:52zGoodman Group gets green light for 135MW data center in northern Sydney, AustraliaData Center Dynamics