Avsnitt
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SK Telecom’s 15GW Korea data-center plan and Anthropic’s reported 1.4GW Australia tender show AI infrastructure scaling from clusters to national megaprojects, while IBM’s ScreenParse targets a lower-level bottleneck: screen grounding for computer-use agents.
In this episode:
Top stories:
1. SK Telecom targets 15GW AI data center network in Korea's biggest-ever infrastructure push - The Herald Business — The Herald Business
https://biz.heraldcorp.com/article/10798103
2. Anthropic Seeks 1.4 GW of Australian Data Centre Capacity in Multi-Billion Dollar Tender — TradeVae
https://tradevae.com/news/stock-markets/anthropic-seeks-14-gw-of-australian-data-centre-capacity-in-multi-billion-dollar-tender/
3. Moving Beyond Sparse Grounding with Complete Screen Parsing Supervision for ICML 2026 - IBM Research — IBM Research
https://research.ibm.com/publications/moving-beyond-sparse-grounding-with-complete-screen-parsing-supervision
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SK Telecom’s 15-gigawatt Korea AI data-center plan leads a capital-heavy infrastructure push, with SK hynix pledging KRW 100 trillion for NAND and packaging while Nvidia, CPP Investments, and Crusoe chase new financing models for AI compute.
In this episode:
Top stories:
1. SK Telecom plans 15GW AI data center buildout across Korea by 2035 - The Korea Times — The Korea Times
https://www.koreatimes.co.kr/business/tech-science/20260705/sk-telecom-plans-15gw-ai-data-center-buildout-across-korea-by-2035
2. SK hynix Announces Investment Plan for the Chungcheong Region — SK hynix
https://news.skhynix.com/fact-07/
3. CPP Investments Partners with EQT to Support Global Digital Infrastructure Growth — Canada Newswire
https://www.newswire.ca/news-releases/cpp-investments-partners-with-eqt-to-support-global-digital-infrastructure-growth-826226428.html
4. Nvidia tests revenue share model for AI cloud buildouts | LavX News — LavX News
https://news.lavx.hu/article/nvidia-tests-revenue-share-model-for-ai-cloud-buildouts
5. AI data center builder Crusoe reportedly raising $3B at $30B valuation - SiliconANGLE — SiliconANGLE
https://siliconangle.com/2026/07/03/ai-data-center-builder-crusoe-reportedly-raising-3b-30b-valuation/
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Saknas det avsnitt?
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SK Telecom put a $91.5 billion AI data-center plan into South Korea’s Yeongnam region, while SoftBank, China Mobile, and Microsoft added their own compute buildouts. The AI race is reading less like model hype and more like grid-scale industrial policy.
In this episode:
Top stories:
1. SKT to invest $91.5 bil. for 'hyperscale' AI data centers in Yeongnam - The Korea Times — The Korea Times
https://www.koreatimes.co.kr/business/companies/20260703/skt-to-invest-915-bil-for-hyperscale-ai-data-centers-in-yeongnam
2. SoftBank plans to rent AI compute in U.S. at 10-gigawatt scale - The Japan Times — The Japan Times
https://www.japantimes.co.jp/business/2026/07/02/softbank-ai-cloud-service/
3. China Mobile brings $737 million Yangtze Delta AI computing hub online - The Yangtzeer — The Yangtzeer
https://yangtzeer.com/news/heavy-hitters/china-mobile-ai-computing-hub-online/
4. Trump gets OpenAI to offer US 5% stake, far lower than Sanders’ target — Ars Technica
https://arstechnica.com/tech-policy/2026/07/openai-floats-giving-us-5-stake-to-win-over-ai-haters/
5. Microsoft signs land purchase agreement for data center in Grevenbroich, Germany - DCD — DataCenter Dynamics
https://www.datacenterdynamics.com/en/news/microsoft-signs-land-purchase-agreement-for-data-center-in-grevenbroich-germany/
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Anthropic’s Claude models cleared U.S. export curbs as Meta weighed selling spare AI compute and SK, National Grid, and Firmus lined up enormous power-and-data-center bets, showing the AI race moving from model demos to supply chains and grid access.
In this episode:
Top stories:
1. National Grid Ventures to invest $1.75bn to accelerate power solutions for U.S. data centers and AI — PR Newswire
https://www.prnewswire.com/news-releases/national-grid-ventures-to-invest-1-75bn-to-accelerate-power-solutions-for-us-data-centers-and-ai-302815750.html
2. After spooking Trump into safety testing, Anthropic AI models get global release — Ars Technica
https://arstechnica.com/tech-policy/2026/07/after-spooking-trump-into-safety-testing-anthropic-ai-models-get-global-release/
3. SK's Chey Pledges $654 Billion for AI Data Centers, $261 Billion for a New Chip Cluster — TechTimes
https://www.techtimes.com/articles/319291/20260701/sks-chey-pledges-654-billion-ai-data-centers-261-billion-new-chip-cluster.htm
4. Meta, like SpaceX, looks to turn excess AI compute into cash — TechCrunch
https://techcrunch.com/2026/07/01/meta-like-spacex-looks-to-turn-excess-ai-compute-into-cash/
5. Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives, Digital Platforms and Services | TelecomTV — TelecomTV
https://www.telecomtv.com/content/digital-platforms-services/firmus-to-build-170-000-gpu-ai-factory-campus-with-nvidia-for-global-ai-natives-55794/
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Samsung and SK Hynix are part of South Korea’s expanding AI-infrastructure bet, with Heekyong Yang reporting chip pledges and Gigi Onag detailing an 18.4GW data-center plan; Google, AWS and Ars fill in model-speed and AI-browser-risk moves.
In this episode:
Top stories:
1. Samsung and SK Hynix’s mega South Korea chips gamble tests optimism of AI cycle - The Japan Times — The Japan Times
https://www.japantimes.co.jp/business/2026/07/01/tech/samsung-sk-hynix-korea-chips/
2. South Korea plans massive 18.4GW AI data center buildout by 2035 — Light Reading
https://www.lightreading.com/data-centers/south-korea-plans-massive-18-4gw-ai-data-center-buildout-by-2035
3. Google's new Nano Banana 2 Lite image model is its fastest and cheapest yet — Ars Technica
https://arstechnica.com/ai/2026/06/googles-new-nano-banana-2-lite-image-model-is-its-fastest-and-cheapest-yet/
4. Claude Sonnet 5 now available on AWS - AWS — Amazon
https://aws.amazon.com/about-aws/whats-new/2026/06/claude-sonnet-5-now-available-on-aws/
5. New attack provides one more reason why AI browsers are a bad idea — Ars Technica
https://arstechnica.com/security/2026/06/ai-browsers-can-be-lulled-into-a-dream-world-where-guardrails-no-longer-apply/
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South Korea’s $1T AI infrastructure push leads as SiliconANGLE’s Maria Deutscher reports Samsung and SK hynix are anchoring a massive fab buildout, while CoreWeave and Nixxy add new AI data-center capacity in Europe and North Dakota.
In this episode:
Top stories:
1. South Korea launches $584B chip manufacturing initiative with Samsung, SK hynix - SiliconANGLE — SiliconANGLE
https://siliconangle.com/2026/06/29/south-korea-launches-584b-chip-manufacturing-initiative-samsung-sk-hynix/
2. South Korea to spend $1T on more memory chip production and humanoid robots - Ars Technica — Ars Technica
https://arstechnica.com/ai/2026/06/south-korea-to-spend-1t-on-more-memory-chip-production-and-humanoid-robots/
3. CoreWeave Collaborates With Conapto to Expand Sweden AI Cloud Capacity — TradingView News — TradingView News
https://www.tradingview.com/news/zacks:940112449094b:0-coreweave-collaborates-with-conapto-to-expand-sweden-ai-cloud-capacity/
4. Nixxy And Tachyon 9 Advance $1 Billion AI Data Campus In North Dakota — Pulse2
https://pulse2.com/nixxy-and-tachyon-9-advance-1-billion-ai-data-campus-in-north-dakota/
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GS Group’s 30 trillion won AI data-center plan leads a week of hard-infrastructure bets, with Amazon expanding AWS in India, AMD and Rackspace locking in 30 MW of compute, and the New York Times sharpening its Microsoft-OpenAI copyright claims.
In this episode:
Top stories:
1. GS Group to Invest 30 Trillion Won in Asia's Largest AI Data Center | Aju Press — Aju Press
https://m.ajupress.com/view/20260629165670428
2. Amazon Is Putting $48 Billion Into India: Here's What That Actually Means — ABP Live
https://news.abplive.com/business/amazon-invests-13-billion-more-in-india-aws-data-centres-mumbai-hyderabad-1852822
3. AMD partners with Rackspace to deploy 30 MW of AMD AI compute — Evertiq
https://evertiq.com/design/2026-06-26-amd-partners-with-rackspace-to-deploy-30-mw-of-amd-ai-compute
4. NYT slams Microsoft for building copyright-infringing supercomputer for OpenAI — Ars Technica
https://arstechnica.com/tech-policy/2026/06/microsoft-built-supercomputer-to-help-openai-infringe-copyrights-nyt-alleged/
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Anthropic accused Alibaba of racing to clone Claude and urged Congress to punish Chinese labs, while Valor’s Daniela Braun reports Ada Infrastructure is putting R$2.7bn into Brazil data centers. The stakes: model IP, compute supply, and what AI buildout numbers really mean.
In this episode:
Top stories:
1. Anthropic says Alibaba must be punished for largest Claude cloning attack — Ars Technica
https://arstechnica.com/tech-policy/2026/06/anthropic-claims-alibaba-defied-trump-to-attack-claude-and-steal-capabilities/
2. Ada to invest R$2.7bn in Brazil data centers — Valor Econômico
https://valorinternational.globo.com/business/news/2026/06/25/ada-to-invest-r27bn-in-brazil-data-centers.ghtml
3. Step Back: When investors announce a '$30 billion AI data center buildout' or a '20-megawatt compute deal,' what are we actually measuring — power, GPUs, customer demand, or financial engineering — and which number best tells us whether this is durable infrastructure or bubble-era overbuild?
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OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip, while Groq, Microsoft, Blackstone and CoreWeave pushed fresh capital and capacity into AI infrastructure. The center of gravity is shifting from model demos to inference cost, power, and buildout scale.
In this episode:
Top stories:
1. OpenAI and Broadcom announce chip designed for LLM inference at scale — Ars Technica
https://arstechnica.com/gadgets/2026/06/openai-and-broadcom-announce-chip-designed-for-llm-inference-at-scale/
2. Groq Secures Growth Funding to Expand Global AI Inference Cloud | TMC Insight — TMC Insight
https://insight.tmcnet.com/insight/groq-secures-growth-funding-to-expand-global-ai-inference-cloud-mqqz8o7i
3. Inside Microsoft's Data Centre Build in Pecos, West Texas | Data Centre Magazine — Data Centre Magazine
https://datacentremagazine.com/news/inside-microsofts-data-centre-build-in-pecos-west-texas
4. Blackstone plans $30B for Japan AI data centres, and is unbothered by bubble talk — The Next Web
https://thenextweb.com/news/blackstone-30-billion-japan-ai-data-centres
5. CoreWeave and Conapto Partner on Stockholm AI Data Centres | Data Centre Magazine — Data Centre Magazine
https://datacentremagazine.com/news/coreweave-and-conapto-partner-on-stockholm-ai-data-centres
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Meta AI reportedly plans open-source releases under Alexandr Wang as scrutiny rises over benchmark-driven “state of the art” claims; the stakes are whether builders can trust model scores and licensing strategies without independent, reproducible evidence.
In this episode:
Top stories:
1. Step Back: When an AI company says its new model is ‘state of the art’ because it beat a benchmark, what should we actually look for to know whether that score is meaningful — and not just gaming the test?
2. As Meta Flounders, It Reportedly Plans to Open Source Its New AI Models — Gizmodo
https://gizmodo.com/as-meta-flounders-it-reportedly-plans-to-open-source-its-new-ai-models-2000743047
3. HubSpot Launches New and Enhanced AI Agents, Plus Over 200 Updates at Spring 2025 Spotlight | HubSpot — HubSpot
https://ir.hubspot.com/news-releases/news-release-details/hubspot-launches-new-and-enhanced-ai-agents-plus-over-200
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Senate AI moratorium rejection leaves companies facing a patchwork of targeted state rules, while an arXiv survey of 283 LLM benchmarks flags contamination, bias, and weak process evaluation as core measurement risks.
In this episode:
Top stories:
1. A Survey on Large Language Model Benchmarks — arXiv
https://arxiv.org/html/2508.15361v1
2. Step Back: Now that the Senate has rejected the proposed AI regulatory moratorium, are AI companies really headed for a state-by-state rulebook — and which kinds of state laws would actually bite first?
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Anthropic and Google DeepMind CEOs used the G7 to push for a U.S.-led AI coalition, CNBC’s Kai Nicol-Schwarz reports, raising the stakes for how frontier labs want democratic governments to coordinate on AI policy and infrastructure.
In this episode:
Top stories:
1. CEOs of Anthropic and Google DeepMind call for U.S.-led AI coalition in meeting at G7 — CNBC
https://www.cnbc.com/2026/06/17/anthropic-amodei-google-hassabis-us-ai-coalition-g7.html
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SpaceX and Cursor headline the AI coding market as Samuel Axon at Ars Technica reports a $60 billion all-stock deal, putting developer tools, model-training compute, and enterprise AI distribution inside Elon Musk’s newly public stack.
In this episode:
Top stories:
1. SpaceX to acquire AI coding platform Cursor for $60 billion — Ars Technica
https://arstechnica.com/ai/2026/06/spacex-will-acquire-coding-tool-cursor-to-compete-with-anthropic-openai/
2. Step Back: When Meta signs a $21 billion AI cloud deal with CoreWeave instead of just building every data center itself, what is it actually buying — GPUs, power, speed, flexibility — and who ends up with the leverage in a deal like that?
3. AMD Sees ‘Very Clear Path’ To Double-Digit Share In Nvidia-Dominated Data Center AI Market — CRN
https://www.crn.com/news/components-peripherals/2025/amd-sees-clear-path-to-double-digit-share-in-nvidia-dominated-data-center-ai-market
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Bloomberg’s Anurag Rana reports Oracle plans to deploy 50,000 AMD MI450 chips; Menlo Ventures’ Tim Tully, Joff Redfern, Deedy Das and Derek Xiao argue enterprise AI adoption is still outrunning bubble fears. The through-line: infrastructure commitments are getting harder to dismiss as theater.
In this episode:
Top stories:
1. AMD Says Oracle Is Pledging Widespread Use of New AI Chips — Bloomberg
https://www.youtube.com/watch?v=c93463QxvU8
2. 2025: The State of Generative AI in the Enterprise | Menlo Ventures — Menlo Ventures
https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise
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CoreWeave and Meta are expanding a $21 billion AI cloud agreement, underscoring how hyperscale model demand is still being converted into long-term GPU capacity commitments.
In this episode:
Top stories:
1. CoreWeave and Meta Expand $21B AI Cloud Deal — CoreWeave
https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement
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Oracle’s $55.7 billion data-center spend and planned $40 billion raise frame AI’s infrastructure crunch, while Nebius expands in the UK and Colorado and Connecticut redraw state AI rules for deployers, companions, and frontier models.
In this episode:
Top stories:
1. Oracle spent $55.7B on data centres, plans to raise $40B more — The Next Web
https://thenextweb.com/news/oracle-q4-fy2026-capex-55-billion-ai-data-center-openai
2. Nebius picks Harlow for £1.7 billion UK AI rollout — DataCentreNews UK
https://datacentrenews.uk/story/nebius-picks-harlow-for-1-7-billion-uk-ai-rollout
3. Colorado Enacts Law Repealing and Replacing Landmark Colorado AI Act — JDSupra
https://www.jdsupra.com/legalnews/colorado-enacts-law-repealing-and-3510533/
4. Connecticut Signs Comprehensive AI Bill into Law — Privacy & Cybersecurity Law Blog
https://www.hunton.com/privacy-and-cybersecurity-law-blog/connecticut-signs-comprehensive-ai-bill-into-law
5. Introducing OpenRL: A self-hosted post-training API for fine-tuning LLMs | Google Open Source Blog — Google Open Source Blog
https://opensource.googleblog.com/2026/06/introducing-openrl-a-self-hosted-post-training-api-for-fine-tuning-llms.html
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TensorWave raised $350 million to scale an AMD-only AI cloud as Meta leased 168MW from Reliance in India and Nebius locked 22MW in the UK, underscoring how model demand is turning into hard power, cooling and GPU capacity.
In this episode:
Top stories:
1. TensorWave Raises $350M to Expand AI Infrastructure - Ventureburn — Ventureburn
https://ventureburn.com/tensorwave-raises-350m-to-expand-ai-infrastructure/
2. Meta taps RIL for AI data centre capacity - The Times of India — The Times of India
https://timesofindia.indiatimes.com/business/international-business/meta-taps-ril-for-ai-data-centre-capacity/articleshow/131647108.cms
3. DiffusionGemma: The Developer Guide
- Google Developers Blog — Google Developers Blog
https://developers.googleblog.com/en/diffusiongemma-the-developer-guide/
4. UK AI Compute Capacity Expands With Nebius Harlow Deployment - Techerati — Techerati
https://www.techerati.com/news-hub/nebius-expands-uk-ai-compute-capacity-with-harlow-data-centre-deployment/
5. Hochul says first-in-the-nation AI ad disclosure law is now in effect — WBNG
https://www.wbng.com/2026/06/10/hochul-says-first-in-the-nation-ai-ad-disclosure-law-is-now-effect/
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New York and Connecticut pushed AI governance from debate into enforceable rules, while Columbia and Cohere shipped long-context compression and open coding models that target inference cost and control for builders.
In this episode:
Top stories:
1. NY FAIR News Act Passes in State Legislature — TheWrap
https://www.thewrap.com/industry-news/public-policy-legal/new-york-fair-news-act-ai-disclosure/
2. Governor Hochul Announces First-in-the-Nation Law Requiring Disclosure When Advertisements Include AI-Generated Synthetic Performers is in Effect — Long Island
https://www.longisland.com/news/06-09-26/governor-hochul-announces-first-in-the-nation-law-requiring-disclosure-when-advertisements-include-ai-generated-synthetic-performers-is-in-effect.html
3. Connecticut Just Barred the “Algorithm Did It” Defense — LawSnap
https://lawsnap.substack.com/p/connecticut-just-barred-the-algorithm
4. Columbia's Micah Goldblum and collaborators release Latent Context Language Models, achieving an 8.8x time-to-first-token speedup via context compression · Digg — Digg
https://digg.com/ai/nu9ny48q
5. Cohere releases North Mini Code, its first open-source coding model with 3B active parameters and 256K context · Digg — Cohere
https://digg.com/ai/8mvmuxbm
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Trump’s NSPM-11 orders faster military AI adoption as Washington tightens controls on frontier models, while Moonshot’s $30 billion target and SK Telecom’s Nvidia buildout show the capital-and-compute race accelerating across China and Korea.
In this episode:
Top stories:
1. Trump signs NSPM-11 to rush AI into military, block China — The Next Web
https://thenextweb.com/news/trump-orders-the-military-to-adopt-ai-faster-protect-models-from-china-and-never-let-a-vendor-pull-the-plug
2. Moonshot AI seeks $30bn valuation, 7x jump in six months — The Next Web
https://thenextweb.com/news/moonshot-ai-kimi-30-billion-valuation-china-ai-race
3. SK Telecom Forms Infrastructure Alliance with Nvidia: Aiming to Become Asia's Leading AI Cloud Provider (Comprehensive) - The Asia Business Daily — The Asia Business Daily
https://www.asiae.co.kr/en/article/2026060812151634170
4. California Governor Issues Executive Order to Prep Workers, Businesses for AI Disruption — Insurance Journal
https://www.insurancejournal.com/magazines/mag-features/2026/06/08/872570.htm
5. From raw audio to structure: an agent-based pipeline that boosts medical LLM performance | npj Digital Medicine — npj Digital Medicine
https://www.nature.com/articles/s41746-026-02867-0
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SoftBank, Nebius and Naver are stacking up multibillion-dollar AI infrastructure bets across France, the UK and Korea, while DeepProve pushes verifiable LLM inference and Generalist AI raises $400 million for robotics foundation models.
In this episode:
Top stories:
1. SoftBank Group to Build 5 GW of AI Data Center Capacity in France | SoftBank Group Corp. — SoftBank Group Corp.
https://group.softbank/en/news/press/20260531_0
2. Nebius expands in UK with more NVIDIA-powered infrastructure, more customers, and more cloud capabilities for agentic and enterprise AI | The AI Journal — The AI Journal
https://aijourn.com/nebius-expands-in-uk-with-more-nvidia-powered-infrastructure-more-customers-and-more-cloud-capabilities-for-agentic-and-enterprise-ai/
3. Naver and Nvidia to Build Gigawatt-Scale AI Factory... Strengthening Sovereign AI - The Asia Business Daily — The Asia Business Daily
https://www.asiae.co.kr/en/article/2026060808462838992
4. DeepProve: Verifiable End-to-End Large Language Model Inference — IACR Cryptology ePrint Archive
https://eprint.iacr.org/2026/1112
5. Generalist AI raises $400M at $2B valuation to build general intelligence for robotics - SiliconANGLE — SiliconANGLE
https://siliconangle.com/2026/06/04/generalist-ai-raises-400m-2b-valuation-build-general-intelligence-real-world/
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