01 — 60-SECOND READ
The Skim
01
On the Navier–Stokes Millennium Prize Problem. OpenAI used an unreleased model to produce a resolution to a Millennium Prize problem, reportedly in 88 hours.
02
AI coding startup Cognition raises $2B at $48B valuation as revenue nears $900M. Cognition raised over $2bn at a $48bn valuation with revenue approaching $900m, and investors read AI coding as not winner-take-all.
03
Mistral raises €3B as sovereign AI becomes big business. Mistral closed EUR3bn at a EUR21bn valuation led by Samsung, with Luxembourg putting in EUR10m as a sovereign backer.
04
Anthropic insiders warn AI could kill all humans - Axios. A senior Anthropic safety researcher resigned saying there is more than a 10 percent chance AI could kill all humans.
05
Qualcomm inks AI chip, optical networking deal with Amazon. Qualcomm won a contract to supply Amazon with AI chips and optical networking hardware.
06
Google To Invest At Least €13 Billion ($15.13 Billion) In Finland AI And Data Center Infrastructure Through 2028 - Pulse 2.0. Google will invest at least EUR13bn, about $15.13bn, in Finnish AI and data centre infrastructure through 2028.
07
Oregon pauses land sales of state owned property for data center projects through July 1, 2027. Oregon froze all state land sales for data centre projects until July 2027.
08
Power Availability Now Determines Where Data Centers Get Built. Developers must now prove they can secure reliable power before breaking ground, making electricity the siting constraint.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Oregon froze all state land sales for data centre projects until July 2027.
frozen to 1 July 2027News
Data Center Dynamics
Developers must now prove they can secure reliable power before breaking ground, making electricity the siting constraint.
News
Data Center Knowledge · Google News
Guidance on how businesses can draw data centre power without driving up emissions.
News
Data Center Dynamics · Google News
→
Chips02
Qualcomm won a contract to supply Amazon with AI chips and optical networking hardware.
Money
SiliconANGLE · Google News
Samsung will run Mistral models on-premises across its semiconductor manufacturing and engineering operations.
Launch
AI News · Google News
→
Data Centers03
Google will invest at least EUR13bn, about $15.13bn, in Finnish AI and data centre infrastructure through 2028.
EUR13bn ($15.13bn) through 2028Money
Google News
Aon is extending its data centre programme to offer $10bn of insurance capacity for operational facilities.
$10bn capacityMoney
Data Center Dynamics
Ivory Coast aims to launch its first state-owned data centre in 2027, backed by the US Export-Import Bank.
News
Data Center Dynamics
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Models04
OpenAI used an unreleased model to produce a resolution to a Millennium Prize problem, reportedly in 88 hours.
88 hoursResearch
OpenAI · Simon Willison · Google News
Mistral closed EUR3bn at a EUR21bn valuation led by Samsung, with Luxembourg putting in EUR10m as a sovereign backer.
EUR3bn at EUR21bn valuationMoney
TechCrunch AI · Google News
A senior Anthropic safety researcher resigned saying there is more than a 10 percent chance AI could kill all humans.
>10% chanceNews
The Verge AI · Google News
→
Applications05
Cognition raised over $2bn at a $48bn valuation with revenue approaching $900m, and investors read AI coding as not winner-take-all.
$2bn raised, $48bn valuation, ~$900m revenueMoney
SiliconANGLE · Google News
Power users are suing Anthropic over subscription terms, after the company cut off popular applications to prioritise them.
News
The Verge AI · Google News
Nathan Lambert argues we are under five years into a compounding revolution that could take a century to play out.
<5 years inForesight
Interconnects (Nathan Lambert)
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Samsung taps Mistral AI models for semiconductor manufacturing Chips — Samsung will run Mistral models on-premises across its semiconductor manufacturing and engineering operations.
- ChatGPT Images 2.5 Models — OpenAI shipped ChatGPT Images 2.5, saying its image models have produced more than 3 billion images.
- LWiAI Podcast #256 - Fable 5.1, Astra Tease, Gemini 3.8 Flash Models — The roundup covers Fable 5.1, Gemini 3.8 Flash, and OpenAI releasing its first model rated critical for cyber capability.
On the horizon
- When will average people feel AI’s impact? — Nathan Lambert argues we are under five years into a compounding revolution that could take a century to play out.
- OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent — Ben Thompson calls the Navier-Stokes result extremely impressive and of little immediate consequence to most people.
04 — THE WIRE · LATEST FIRST
Headlines
13:34zAbu Dhabi’s ADGM now holds more than $100B in AI money - SemaforSemafor — AI/tech (Google News)
13:34zA new Anthropic model seeks to test how AI could impact the U.S. economy - WWNOAnthropic (Google News)
13:33zVistra: AI Power Provider Meets Load Growth & Acquisition Upside - Reiterate Buy - Seeking AlphaPower / gigawatt / SMR (Google News)
13:33zSave 40% on Autodesk’s Media and Entertainment Collection — thousands of dollars worth of software in a single bundleTom's Hardware
13:30zPennsylvania township unanimously opposes mall data center, but that may not kill it - The Cool DownAI energy / power / nuclear (Google News)
13:30zNew Research Reveals the Reshaping of AI Infrastructure Economics as Data Persists and Compounds - Business WireAI markets — IPO/funding/earnings (Google News)
13:25zTRM Labs valuation doubles to $2B as crypto crime fighter scales AI - DealroomAI markets — IPO/funding/earnings (Google News)
13:24zHarvey Raises $550 Million at $15.6 Billion Valuation as Legal AI Demand Surges - citybizAI markets — IPO/funding/earnings (Google News)
13:23zGlobal Stakes in Texas Energy: South Korea’s $23 Billion Natural Gas Investment - thetexan.newsAI energy / power / nuclear (Google News)
13:21zEx-Anthropic researcher’s exit ignites fresh alarm over AI dangers - TribLIVE.comAnthropic (Google News)
13:21zDeepSeek IPO: Chinese AI Lab Files for Shanghai Star Market Listing - News and Statistics - indexbox.ioDeepSeek (Google News)
13:18zDeepSeek V4.1 Flash Reaches 427 Tokens per Second in Tests - Geeky GadgetsDeepSeek (Google News)
13:17zWill AI kill humans shortly? Why Anthropic's resignation has the world worried - The FederalAnthropic (Google News)