Anthropic Targets Alibaba as AI Infrastructure Numbers Get Real
Friday, June 26, 2026 · 8 min
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.
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Show notes
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
- Anthropic says Alibaba must be punished for largest Claude cloning attack — Ars Technica
Anthropic accused Alibaba of “brazenly” racing to make a copycat Claude, seemingly unfazed by Trump’s threats to crack down on foreign efforts to copy US frontier models despite depending on US investors. “Alibaba is listed on the New York Stock Exchange, maintains business operations in the United States, and is accountable to US investors and regulators,” Anthropic’s letter noted, “yet this…
- Ada to invest R$2.7bn in Brazil data centers — Valor Econômico
Ada to invest R$2.7bn in Brazil data centers Business # Ada to invest R$2.7bn in Brazil data centers ## U.S.-based company begins construction of three facilities in Franco da Rocha, São Paulo Por Daniela Braun — São Paulo 25/06/2026 15h00 Atualizado há 11 horas --- Data center infrastructure company Ada Infrastructure, headquartered in the United States, has begun construction of three…
- 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?
Background sources
- AI infrastructure gaps | Deloitte Insights — Deloitte Insights
- 2026 Market Outlook for Global Data Centers | JLL Research — JLL Research
- Data center power: Why the key risk is under delivery, not overbuild - Janus Henderson Investors - UK financial professionals — Janushenderson
- Big Tech Promised $650 Billion in Data Centers. Most of It Isn't Being Built - Bricks & Bytes — Bricks Bytes
- Beyond the Bubble: Why AI Infrastructure Will Compound Long after the Hype | KKR — KKR