Pentagon Ex-Files: Newly disclosed court filings show how Dario Amodei's relationship with the Pentagon's Emil Michael soured, after DOD blacklisted Anthropic and a judge blocked the move - The Wall Street Journal

That three-week freeze also gave Chinese AI labs a competitive opening as they close the gap with Anthropic and OpenAI - Fast Company

No Claude for you! Anthropic is closing loopholes that let users in China access Claude despite US export restrictions, the FT reports - Financial Times

Forty thieves busted? Alibaba will bar employees from using Anthropic's Claude Code at work starting July 10 over an alleged hidden backdoor. - TNW | Anthropic

Anthropic cuts Claude subscribers' Fable 5 intro offer to one week at 50% usage after its return from export limbo. - PCWorld

$50 billion served: Anthropic's annualized revenue reportedly reached a $50 billion run-rate as AI compute demand outstrips supply five to one. - NextBigFuture.com

If you can’t buy the compute, be the compute: Anthropic is reportedly in early talks with Samsung to manufacture a custom AI chip, having hired a former OpenAI chip engineer to lead the effort - Bloomberg

Memory lane: Anthropic and Micron struck a deal for Claude to help design HBM, DRAM and SSD memory chips, sending Micron shares up about 6% - TechRadar

Not Zucking around: Zuckerberg tells Meta staff AI agent progress has stalled despite a planned $145 billion AI infrastructure spend this year, and restructuring was messy. - Reuters

Using their melon: Meta superintelligence chief Alexandr Wang told employees its upcoming Watermelon model has caught up with OpenAI's GPT-5.5. - Business Insider

Build to rent: Meta plans a cloud business to sell excess AI computing power, sending its shares up 9% and rival clouds Nebius and CoreWeave down sharply - Bloomberg

Masa-scale: SoftBank is entering the compute-rental business, offering AI training capacity from the 10-gigawatt server farm it's building in the US - theregister

GPU now, pay later: Nvidia is letting AI cloud providers access GPUs now and pay later via revenue-sharing deals, with partner Firmus committing to $25-30 billion in offtake agreements - TNW | Nvidia

Nvidia's AI chip dominance pushes Intel, Amazon, Google, OpenAI, and Elon Musk's investment like planned $119 billion Texas fab, to bypass Nvidia, and TSMC's capacity bottleneck. - Yahoo

Rate expectations: AI data centers are driving a long sustained surge in US electricity demand, with interconnection queues in Virginia stretching up to seven years - PowerMag

Google's electricity use jumped 37% in 2025 on AI data centers, while its emissions rose 25% and Amazon's rose 16% amid the buildout - TechCrunch

Henrico County, Virginia asked all employees and schools to cut energy use as its 400-plus data centers push electricity rates up nearly 25% - Tom's Hardware

Battlefield retreat: Blackstone's QTS abandons plans to build its portion of a 2,100-acre Virginia data center campus near Civil War battlefield after years of local opposition. - Bloomberg

Chrome and punishment: Check Point found DeepSeek-generated ransomware that encrypts files entirely inside Chromium browsers on Windows, Android, and other platforms, no exploit required. - The Hacker News

An AI agent named JadePuffer carried out the first fully autonomous ransomware attack, breaching a Nacos server and destroying data regardless of payment. - theregister

A proof-of-concept attack called BioShocking tricks AI browsers into thinking they're in a game, bypassing security guardrails. - TechSpot

Five Eyes Wide Open: CIA director John Ratcliffe likened AI to digital nuclear weapons, and Five Eyes warned frontier models will reshape cyberattacks within months. - SHTF Plan

We didn't build the atomic bomb the way we are building AI. - The New York Times

A picoreactor on every desk, in every home? Valar Atomics powered an Nvidia desktop PC live on stage with a nuclear picoreactor, and plans a water-free 30-megawatt AI data center with the chipmaker - Tom's Hardware

The Economist argues America should regulate frontier AI now, before a disaster forces reactive rules - The Economist

Trump says he wants AI guardrails, but "as little as possible," citing competition with China - Bloomberg

Trump bought up to $5 million in Apple, Amazon, Nvidia, Meta and other tech stocks the day he announced his AI Action Plan. - Engadget

Trump keeps posting AI-generated deepfake videos and images despite growing public backlash over AI slop. - Mashable

Trump administration’s $46 billion 'smart wall' races ahead on the US-Mexico border - ABC News

Palan-tossed: Spain reportedly orders state-backed firms to avoid new contracts with Palantir over national security leak fears. - LBC

Andy Burnham plans to drop Palantir from the NHS after succeeding Keir Starmer as UK prime minister. - The Telegraph

Harry Halpin's Anti-Palantir manifesto argues surveillance and AI weapons enable techno-fascism and calls for decentralized resistance. - Nym

Papal Bull? Peter Thiel says the pope is ‘working for the Chinese Communists’ by criticizing AI - CNN

The Silicon Data LLM Token Expenditure Index, the clearest read on the AI capex boom, has fallen almost 20% from its May peak - Bloomberg

Radio Free Mobile's Richard Windsor says markets have mistaken demand signals for real AI compute needs, after semiconductor stocks fell 6% in two days - Bloomberg

AI-driven quant funds in China are outperforming human traders, drawing billions including a $384 million raise by Ubiquant in under two hours - Bloomberg

Allianz's Ludovic Subran says AI productivity hopes reflect market 'exuberance' amid uneven economic impact. - Bloomberg

Brookings and Fed economists say AI could cut the US deficit $2.2 trillion by 2036, but side effects erase over half. - Fortune

Everyone Is Talking About ‘Universal Basic Capital’ - The Atlantic

AI cuts loan delinquencies and improves credit decisions, an FDIC study found nearly 30% lower default rates. - FinAI News

Teleperformance-sponsored report says AI-powered process optimization market could exceed $113 billion within a decade. - MIT Technology Review

Power Trip: AI factories reshape the power equipment market, forcing Schneider Electric and Siemens to redesign portfolios for a $200 billion sector. - Bloomberg

KPMG finds nearly a third of executives struggle to manage AI costs after providers shifted to usage-based pricing. - theregister

Blackstone embeds about 50 applied AI engineers with deal teams to prototype tools, though success still hinges on heavy cross-team alignment meetings - Business Insider

Goldman Sachs economist Joseph Briggs projects AI could displace 15 million US jobs, though history suggests most losses will be offset by new roles - Business Insider

Ireland business group Ibec and Accenture find nearly two-thirds of jobs will need significant reskilling as AI reshapes work - RTE.ie

Finance and tech payrolls fell by 28,000 jobs a month in 2026, with AI cited as a leading cause of over 101,000 layoffs this year. - Yahoo

A Federal Reserve Bank of St. Louis study finds job scarcity, not AI, drove most unemployment growth among workers aged 18 to 24 - Fast Company

Leading AI coding startups like Cursor, Cognition, and Replit are replacing resumes with unpaid work trials, bootcamps, and questions about weekly token use - Business Insider

A new OpenAI researcher says her job search took 57 interviews across 11 companies before she landed an offer - Business Insider

A.I. Is Reshaping the Economy. Good Luck Measuring How. - The New York Times

Weave Robotics unveils a $7,999 home robot, Isaac 1, that claims to do laundry and tidy rooms, undercutting 1X's $20,000 Neo. - Business Insider

SpaceX's acquisition of Cursor raises questions over whether rival AI labs will keep providing model access to the coding tool. - 4sysops

Turk off: Amazon's Mechanical Turk crowdsourcing platform will stop accepting new customers, with AWS closing existing worker accounts. - theregister

Human labeling became a huge business and somehow first-mover missed it.

Google brings a Spark tab to its Gemini Mac app, letting the AI agent act directly on local files. - MacRumors

The Sam Altman movie nobody wanted revealed just how deeply Silicon Valley has sunk its claws into Hollywood. - Slate Magazine

AI is now being used to generate fake ordinary-citizen videos pushing manufactured political opinions. - Fast Company

Wired found dozens of likely AI-generated Instagram accounts promoting gay dating app Goose amid inauthentic account concerns. - Mashable

Face value: Business Insider reporter's AI-generated headshot beat her real photo by 2:1 among LinkedIn voters who couldn't tell them apart - Business Insider

A Seedance 2.0 example … we are cooked - Reddit

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