AI compute race shifts to power, cloud, and export controls
Thursday, July 2, 2026 · 11 min
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.
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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
- National Grid Ventures to invest $1.75bn to accelerate power solutions for U.S. data centers and AI — PR Newswire
National Grid Ventures to invest $1.75bn to accelerate power solutions for U.S. data centers and AI Accessibility Statement Skip Navigation WASHINGTON, July 1, 2026 /PRNewswire/ -- National Grid Ventures (NGV), the commercial arm of National Grid plc, has agreed to invest $1.75 billion for a 35% stake in Joulent LLC, forming a broad strategic partnership to develop contracted power and…
- After spooking Trump into safety testing, Anthropic AI models get global release — Ars Technica
The US has lifted export curbs on Anthropic’s newest Claude models, Fable 5 and Mythos 5, about three weeks after the Trump administration flagged the models as national security risks . As of today, Anthropic confirmed in a blog post , Fable 5 will be available globally, and US organizations have had access restored to Mythos 5 since June 26. Anthropic said it is now working with the government…
- SK's Chey Pledges $654 Billion for AI Data Centers, $261 Billion for a New Chip Cluster — TechTimes
SK's Chey Pledges $654 Billion for AI Data Centers, $261 Billion for a New Chip Cluster SK Group Chairman Chey Tae-won attends the briefing announcement of public-private collaboration projects at the presidential Blue House in Seoul on June 29, 2026. South Korea will invest nearly $1.2 trillion -- equivalent to more than two-thirds of its GDP -- in a new chip-building hub and AI data centres…
- Meta, like SpaceX, looks to turn excess AI compute into cash — TechCrunch
Meta Enters AI Cloud Market: Neocloud Rivals CoreWeave and Nebius Crater Meta.com Meta Platforms is developing plans to sell its surplus AI computing capacity to outside customers, Bloomberg News reported Wednesday, a move that would make the social media company a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud — while simultaneously threatening two of its own…
- Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives, Digital Platforms and Services | TelecomTV — TelecomTV
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives, Digital Platforms and Services | TelecomTV ### Digital Platforms and Services https://www.telecomtv.com/content/digital-platforms-services/ # Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives ###### Via Firmus Jun 30, 2026 Firmus Technologies today announced a strategic compute…