01 — 60-SECOND READ
The Skim
01
DeepSeek AI Released DeepSeek-V4.1-Flash with 1M Context, FP4 KV Cache, and Cross-Layer Attention Reuse. DeepSeek V4.1-Flash cuts KV cache memory to a quarter and carries a 1M context, aimed squarely at long-horizon agent serving.
02
Harvey raises $550M more to develop AI tools for legal teams. Harvey raised $550m at $15.5bn just six months after its last nine-figure round.
03
Nvidia partners with Aussie companies to bring 2GW online by 2027. Nvidia is partnering with Australian companies to bring 2GW of capacity online by 2027.
04
Former Anthropic researcher warns AI could ‘kill us all’ - CNN. Anthropic researcher Jacob Coxon quit warning AI could kill everyone, and is calling for pacing agreements between labs.
05
Powering AI is an architecture problem. A transmission fault in Ashburn, Virginia knocked out part of the world's largest data centre cluster, making power architecture the story.
06
Questionable data center forecasts are driving up Ohio power bills. Ohio power bills are rising on data centre demand forecasts that may not be sound.
07
Massachusetts hits data centers with new clean power rules. Massachusetts is the third state in three months to impose new clean-power rules on data centre development.
08
Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong. The Google-Blackstone TPU neocloud is named Crux AI and has hired Meta's data centre engineering head.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Nvidia is partnering with Australian companies to bring 2GW of capacity online by 2027.
2GW by 2027Money
Data Center Dynamics · Google News
A transmission fault in Ashburn, Virginia knocked out part of the world's largest data centre cluster, making power architecture the story.
News
MIT Technology Review · Google News
Ohio power bills are rising on data centre demand forecasts that may not be sound.
~100 facilities in OhioNews
Google News · Canary Media
→
Chips02
— quiet today
→
Data Centers03
Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong
The Google-Blackstone TPU neocloud is named Crux AI and has hired Meta's data centre engineering head.
Launch
Data Center Dynamics · Google News
Parallel Works and CoreWeave are partnering on a cloud platform for DARPA.
Launch
Data Center Dynamics · Google News
→
Models04
DeepSeek V4.1-Flash cuts KV cache memory to a quarter and carries a 1M context, aimed squarely at long-horizon agent serving.
552B params, 1M context, KV cache to 1/4Launch
MarkTechPost · Google News
Anthropic researcher Jacob Coxon quit warning AI could kill everyone, and is calling for pacing agreements between labs.
News
Ars Technica AI · Google News
Anthropic published an alignment assessment of recent cybersecurity incidents.
Research
Anthropic — primary (site) · Google News
→
Applications05
Harvey raised $550m at $15.5bn just six months after its last nine-figure round.
$550M at $15.5bnMoney
SiliconANGLE · Google News
Cloudera is integrating Mistral models for sovereign enterprise AI deployments.
Launch
Mistral — primary (site) · Google News
Listen Labs cancelled a $1.5bn funding round to hold acquisition talks with Salesforce instead.
$1.5B round scrubbedMoney
TechCrunch AI · Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- DeepSeek AI Released DeepSeek-V4.1-Flash with 1M Context, FP4 KV Cache, and Cross-Layer Attention Reuse Models — DeepSeek V4.1-Flash cuts KV cache memory to a quarter and carries a 1M context, aimed squarely at long-horizon agent serving.
- Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong Data Centers — The Google-Blackstone TPU neocloud is named Crux AI and has hired Meta's data centre engineering head.
- Cloudera and Mistral Partner for Sovereign Enterprise AI - mistral.ai Applications — Cloudera is integrating Mistral models for sovereign enterprise AI deployments.
- Parallel Works and CoreWeave partner on cloud platform for DARPA Data Centers — Parallel Works and CoreWeave are partnering on a cloud platform for DARPA.
- Modernizing complex legacy code with AI agents. - mistral.ai Applications — Mistral is positioning agents for legacy code modernisation.
On the horizon
- Big Tech eyes glacier-strewn Patagonia for building mega AI data centers — region offers 17,300 glaciers, coldness, and cheap energy, but fiber lines are scarce — Patagonia is being scouted for AI data centres on the strength of 17,300 glaciers, cold and cheap power.
- The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence — Ben Thompson on Apple's hardware-software integration and what he calls its biggest AI blindspot.
- AI in finance 2026: Closing the value gap - kpmg.com — KPMG on closing the gap between AI investment and realised value in finance.
04 — THE WIRE · LATEST FIRST
Headlines
13:23zERCOT Batch Zero: A New Scoreboard in AI Power Arms Race - TheEnergyMagPower / gigawatt / SMR (Google News)
13:21zAnthropic discloses fourth Claude AI hacking incident missed in review - qz.comAnthropic (Google News)
13:19zAuthorities in Kuwait are flattening vehicles seized from crime - SemaforSemafor — AI/tech (Google News)
13:18zAbu Dhabi’s Mubadala takes stake in China’s Luckin coffee with $1B deal - SemaforSemafor — AI/tech (Google News)
13:17zAI extinction warning issued by former Anthropic researcher - FOX 10 PhoenixAnthropic (Google News)
13:15zSilicon Valley’s Ayar Labs Raises $150m to Advance AI Optical Chips - Electronics For You BUSINESSAI chips / TSMC / AMD (Google News)
13:12zZincFive launches battery management system for nickel-zinc batteries - Interesting EngineeringAI energy / power / nuclear (Google News)
13:10zMeta CEO Mark Zuckerberg Introduces Muse: Meta’s AI Agent That Can Act, Plan & Work For You 24/7 - Business TodayMeta AI / Llama (Google News)
13:09zRillet hits $1B valuation after $100M funding; AI trust grows as inflation data awaits market focus. - PluangAI markets — IPO/funding/earnings (Google News)
13:02zAI in finance 2026: Closing the value gap - kpmg.comAI markets — IPO/funding/earnings (Google News)