Lead story: From GPUs to Gigawatts

CoreWeave’s $9 billion all-stock acquisition of data center operator Core Scientific is yet another sign that access to electrons is as strategic as access to GPUs. The deal gives CoreWeave, a neo-cloud company focused on GPU infrastructure, control over 1.3 gigawatts of power – enough to run a million US homes, with room to add another gigawatt. That cushions it against energy price volatility and landlord fees.

The main hyperscalers like Amazon, Google and Microsoft, are on a parallel track. They’re hoarding physical capacity to protect against future supply constraints.

It’s a familiar pattern: railroads needed land, cloud computing needed fiber, and now AI infrastructure needs vast, stable power. In the exponential age where compute demand outpaces supply, owning tomorrow’s terawatts may matter more than having the smartest model. Bloomberg #Infrastructure

Key signals, quick scan

A 30-second scan of four secondary signals that hint at where the curve is bending.

• Just 15 of the 129 EV brands currently operating in China today will still be in business by 2030, according to AlixPartners. Fierce competition and looming price wars are expected to drive most out of the market. Reuters #Hardware

• Hyperscalers are on track to control nearly two-thirds of all data center server racks worldwide – up from ~40% today. This centralization of compute echoes the early telecom era which was dominated by a handful of regional monopolies, concentrating bargaining power and regulatory scrutiny. DigiTimes #Infrastructure

• Big tech is hiring 25% fewer new grads than last year; startups are down 11%. The shift may reflect the growing influence of AI on early-career hiring, or changing employer preferences. X/Deedydas #Economics #Society

• The open-source anti-scraping tool Anbuis has been downloaded nearly 200,000 times. It lets websites fingerprint content and trap bots that scrape data for AI training. Website owners are now as likely to fight back against scraping as they are to litigate it, with the potential to poison training datasets. 404 Media #Legal

Tool of the week: Claude-in-Claude

One tool, workflow or prompt to get you AI-proficient.

You can now spin up interactive tools, apps, and content inside a Claude chat, complete with live Claude API calls baked in. It’s a powerful way to build and iterate fast, especially when you need to test an AI idea or share a working prototype with your team in minutes.

Here’s one prompt you can use to build an app that generates different personas to explore your business question:

Help me build a React app that takes a business question as input and then responds with the perspectives of my stakeholders: Steve Jobs, Aristotle, Warren Buffett and Lionel Messi.

It should include: 

Ongoing conversation: Stakeholders take turns speaking and reasoning with each other via the Claude API. They speak sequentially—unless someone replies directly to another stakeholder. They can also call on each other for additional viewpoints.

Summary: A “Stop” button that, when clicked, uses the Claude API to summarize the conversation.

Visual appeal: A polished, engaging user interface.

The real value isn’t the app itself but the rapid, iterative development process. In my first prototype, Steve Jobs ended up just talking to himself. The second version sparked an argument between Jobs and Aristotle (Jobs thought Aristotle was conflating perfectionism with excellence). By the third iteration, they were genuinely bouncing ideas off each other in a collaborative way (you can try it here).

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