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AMD's $5 billion pact with Anthropic, a strained Northeastern grid, and a utility loyalty pledge all point to the same shift: power, not algorithms, is the binding constraint.
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Chinese labs are giving away frontier-grade AI, and the durable value is migrating to chips, devices, and geography while energy costs climb.
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New York's data center ban and Apple's espionage suit against OpenAI reveal an industry running into physical and legal limits that capital alone cannot buy through.
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Leadership departures, product culls, an emissions spike, and a widening regulatory front reveal an industry that has entered its consequences phase.
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As Meta targets the developer market and capital floods AI tooling, the fight for the next value layer is shifting away from the frontier model itself.
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Beneath the marketing of autonomous systems, this week's evidence points to a different winner: the hardware that runs AI and the people who still direct it.