Writes Thor's Terminal Briefings — a daily intelligence brief on the AI buildout, the capital flowing into it, and the policy fights shaping it. Five sources minimum. 5–8 minute read. Lands by 4:30 PM ET, weekdays. Atlanta.
TL;DR * Pentagon's Strategic Shift -- Anthropic out, in-house LLMs are the new directive. OpenAI, meanwhile, locks in AWS for classified government contracts. The incentives are clear. * NVIDIA's China Gambit -- Jensen Huang confirms H200 manufacturing for China is back on, compliant with U.S. restrictions.
SIGNAL // NVIDIA GTC: The Trillion-Dollar Bet Sunday, March 16, 2026 OVERVIEW * NVIDIA's GTC Keynote: Jensen Huang. Seven new chips under Vera Rubin. Groq 3 LPU integration after $20B acquisition. A projection of $1 trillion in purchase orders through 2027. And a data center… in orbit. The ambition is
The market holds its breath. Not for a new product, but for a shift in the very architecture of global power. This isn't just about silicon; it's about the incentives defining the next era. Tomorrow, Jensen Huang steps onto the GTC stage. The stakes: a $3
AI Daily Briefing -- March 14, 2026 TL;DR * Meta planning sweeping layoffs affecting 20% of workforce (~16,000 jobs) to offset $600B AI infrastructure bets -- the biggest cuts since 2022's "year of efficiency." * Elon Musk announces Tesla's $25B "Terafab" AI
AI Daily Briefing -- March 11, 2026 TL;DR * Anthropic vs. the Pentagon escalates: Microsoft files amicus brief backing Anthropic's lawsuit against its "supply chain risk" designation; 30+ OpenAI and Google DeepMind employees, including Jeff Dean, also voice support. * FTC AI policy statement due today: The
AI Daily Briefing — March 10, 2026 TL;DR * Anthropic sues the Pentagon over "supply chain risk" designation; Pentagon fires back Monday saying there is "little chance" of reviving the deal, while OpenAI faces a consumer revolt — ChatGPT uninstalls surged 295% and Claude hit No. 1 on