WEBVTT

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<v Cassidy>Anthropic just made compute somebody else’s credit problem.

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<v Cassidy>Who’s holding the bag?

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<v Bill>This is AI Daily Briefing.

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<v Bill>Today: bank-backed compute, a twenty-gigawatt promise, and one research result that actually shows the misses.

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<v Cassidy>Start in Norway.

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<v Cassidy>Anthropic committed $10 billion over six years to Volta Infra Holdings, and JPMorgan supplied $1.3 billion in letters of credit.

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<v Cassidy>This <00:00:32.997>one's <00:00:33.229>from <00:00:33.424>Bytes <00:00:33.814>Europe:

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<v Quote>Anthropic <00:00:35.573>the <00:00:35.733>maker <00:00:35.986>of <00:00:36.150>Claude

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<v Quote>has <00:00:37.007>signed <00:00:37.293>a <00:00:37.433>$10 <00:00:37.723>billion

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<v Quote>six-year <00:00:39.183>compute <00:00:39.586>procurement <00:00:40.213>agreement <00:00:40.621>with <00:00:40.873>Volta <00:00:41.353>Infra <00:00:41.764>Holdings — <00:00:42.773>a <00:00:42.863>startup <00:00:43.253>founded <00:00:43.586>in <00:00:43.763>January <00:00:44.333>2026 <00:00:45.277>that <00:00:45.573>has <00:00:45.725>been <00:00:45.880>in <00:00:45.989>existence <00:00:46.533>for <00:00:46.713>roughly

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<v Quote>seven <00:00:47.453>months — <00:00:48.447>giving <00:00:48.693>the <00:00:48.866>frontier <00:00:49.400>AI <00:00:49.713>lab <00:00:50.070>access <00:00:50.493>to <00:00:50.733>121 <00:00:52.093>IT <00:00:52.473>megawatts <00:00:53.000>of <00:00:53.133>Nvidia <00:00:53.693>Vera <00:00:54.066>Rubin <00:00:54.404>capacity <00:00:55.106>at <00:00:55.433>Bitdeer <00:00:55.828>Technologies <00:00:56.533>Group’s <00:00:56.946>Tydal

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<v Quote>data <00:00:57.567>center <00:00:57.830>campus <00:00:58.200>in <00:00:58.322>Norway

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<v Quote>according <00:00:59.400>to <00:00:59.509>Bloomberg.

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<v Bill>Volta <00:01:00.745>was <00:01:00.915>founded <00:01:01.318>in <00:01:01.525>January.

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<v Bill>Seven <00:01:03.231>months <00:01:03.558>later, <00:01:04.198>it <00:01:04.365>now <00:01:04.641>sits <00:01:05.095>between <00:01:05.665>Anthropic <00:01:06.505>and <00:01:06.945>a <00:01:07.065>$10 <00:01:07.475>billion, <00:01:08.705>six-year <00:01:09.385>GPU <00:01:10.043>commitment.

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<v Bill>That’s <00:01:11.705>a <00:01:11.802>credit <00:01:12.205>wrapper <00:01:12.673>with <00:01:12.905>a <00:01:13.009>very <00:01:13.329>expensive <00:01:13.965>day <00:01:14.265>job.

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<v Cassidy>And <00:01:15.385>JPMorgan <00:01:15.949>affiliates <00:01:16.405>are <00:01:16.495>putting <00:01:16.785>up <00:01:16.985>$1.3 <00:01:17.785>billion <00:01:18.678>in <00:01:18.825>letters <00:01:19.158>of <00:01:19.345>credit <00:01:19.925>for <00:01:20.305>121 <00:01:21.532>IT <00:01:21.805>megawatts <00:01:22.438>at <00:01:22.625>Bitdeer’s <00:01:23.158>Tydal <00:01:23.505>campus.

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<v Cassidy>Anthropic’s <00:01:25.468>independence <00:01:26.038>pitch <00:01:26.358>keeps <00:01:26.665>picking <00:01:27.025>up <00:01:27.235>outside <00:01:27.635>balance <00:01:28.054>sheets.

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<v Bill>Bitdeer <00:01:29.545>still <00:01:29.857>owns <00:01:30.345>the <00:01:30.545>site; <00:01:31.565>Volta <00:01:32.038>supplies <00:01:32.485>the <00:01:32.615>capital <00:01:33.185>stack; <00:01:34.033>Anthropic <00:01:34.881>buys <00:01:35.285>the <00:01:35.435>compute.

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<v Bill>Fine—until <00:01:38.127>workload <00:01:38.705>forecasts <00:01:39.537>miss.

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<v Bill>Then <00:01:40.825>I <00:01:40.897>want <00:01:41.052>to <00:01:41.137>know <00:01:41.345>who <00:01:41.665>eats <00:01:42.005>the <00:01:42.145>cost <00:01:42.518>of <00:01:42.705>121 <00:01:43.805>megawatts <00:01:44.695>sitting <00:01:45.225>under <00:01:45.505>a <00:01:45.631>called <00:01:45.962>credit <00:01:46.376>facility.

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<v Cassidy>Bitdeer’s <00:01:47.882>shares <00:01:48.271>jumped <00:01:48.572>as <00:01:48.673>much <00:01:48.918>as <00:01:49.105>23% <00:01:50.135>Tuesday, <00:01:51.318>so <00:01:51.473>investors <00:01:51.945>got <00:01:52.105>the <00:01:52.265>structure <00:01:52.665>right <00:01:52.945>away.

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<v Cassidy>The <00:01:54.118>frontier-lab <00:01:54.838>buildout <00:01:55.318>is <00:01:55.461>becoming <00:01:55.805>project <00:01:56.295>finance <00:01:56.817>with <00:01:57.002>Nvidia <00:01:57.412>racks <00:01:57.816>attached.

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<v Cassidy>This <00:01:59.226>one's <00:01:59.398>from <00:01:59.606>Nile1:

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<v Quote>SpaceX <00:02:01.345>is <00:02:01.492>targeting <00:02:01.905>up <00:02:02.065>to <00:02:02.252>20 <00:02:02.572>gigawatts <00:02:03.185>of <00:02:03.343>artificial <00:02:03.901>intelligence <00:02:04.532>computing <00:02:04.963>capacity <00:02:05.665>by <00:02:05.952>the <00:02:06.072>end <00:02:06.279>of <00:02:06.412>2027

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<v Quote>accelerating <00:02:08.412>a <00:02:08.552>massive <00:02:09.015>infrastructure <00:02:09.679>buildout <00:02:10.252>backed <00:02:10.785>by <00:02:10.972>$18.4 <00:02:12.212>billion <00:02:13.105>in <00:02:13.258>second-quarter <00:02:13.912>capital <00:02:14.376>spending.

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<v Quote>Chief <00:02:15.668>Executive <00:02:16.222>Officer <00:02:16.668>Elon <00:02:17.148>Musk <00:02:17.588>disclosed <00:02:18.112>the <00:02:18.228>expansion <00:02:18.792>targets <00:02:19.246>during <00:02:19.472>the <00:02:19.582>company’s <00:02:20.092>debut <00:02:20.545>earnings <00:02:21.052>call <00:02:21.399>as <00:02:21.492>a <00:02:21.578>public <00:02:21.902>company <00:02:22.305>on <00:02:22.472>Tuesday.

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<v Bill>SpaceX <00:02:24.336>has <00:02:24.856>1.4 <00:02:25.976>gigawatts <00:02:26.696>of <00:02:26.936>nameplate <00:02:27.656>compute <00:02:28.336>today <00:02:29.056>and <00:02:29.496>says <00:02:30.216>20 <00:02:30.803>by <00:02:31.256>late <00:02:31.816>2027.

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<v Bill>That’s <00:02:34.118>a <00:02:34.198>fifteen-fold <00:02:35.165>build <00:02:35.551>in <00:02:35.728>roughly <00:02:36.298>eighteen <00:02:37.007>months, <00:02:37.658>and <00:02:38.378>“tentative” <00:02:39.278>carries <00:02:40.018>a <00:02:40.138>lot <00:02:40.405>of <00:02:40.515>weight <00:02:40.911>there.

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<v Cassidy>The <00:02:42.026>hard <00:02:42.264>number <00:02:42.618>is <00:02:42.818>$18.4 <00:02:43.928>billion <00:02:44.751>in <00:02:44.906>quarterly <00:02:45.418>capex—nearly <00:02:47.018>$16 <00:02:47.678>billion <00:02:48.418>for <00:02:48.671>AI <00:02:48.997>infrastructure.

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<v Cassidy>The <00:02:50.778>20-gigawatt <00:02:51.544>figure <00:02:51.882>came <00:02:52.170>from <00:02:52.378>Musk <00:02:52.725>on <00:02:52.831>an <00:02:52.974>earnings <00:02:53.354>call

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<v Cassidy>with <00:02:54.431>no <00:02:54.607>filing-level <00:02:55.311>build <00:02:55.640>schedule <00:02:56.191>or <00:02:56.351>interconnection <00:02:57.075>detail <00:02:57.480>attached

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<v Cassidy>so <00:02:58.842>keep <00:02:59.125>it <00:02:59.205>in <00:02:59.278>the <00:02:59.395>target <00:02:59.807>column.

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<v Bill>And <00:03:00.949>SpaceX <00:03:01.562>says <00:03:01.871>it’ll <00:03:02.178>get <00:03:02.458>a <00:03:02.698>“very <00:03:03.091>significant <00:03:03.971>percentage” <00:03:04.938>of <00:03:05.315>Nvidia’s <00:03:05.938>GPU <00:03:06.354>shipments <00:03:06.922>next <00:03:07.242>year.

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<v Bill>Fine—then <00:03:09.306>show <00:03:09.551>us <00:03:09.698>how <00:03:09.898>20 <00:03:10.278>gigawatts <00:03:10.842>gets <00:03:11.178>power, <00:03:11.958>cooling, <00:03:12.698>permits, <00:03:13.458>and <00:03:13.645>substations.

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<v Bill>GPUs <00:03:16.178>are <00:03:16.338>the <00:03:16.554>easy <00:03:17.050>noun <00:03:17.578>in <00:03:17.802>that <00:03:18.120>sentence.

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<v Cassidy>SpaceX <00:03:19.932>bought <00:03:20.338>xAI <00:03:20.885>in <00:03:21.009>February; <00:03:22.118>six <00:03:22.332>months <00:03:22.591>later <00:03:22.938>it <00:03:23.138>has <00:03:23.338>$14.1 <00:03:24.428>billion <00:03:25.498>in <00:03:25.876>contracted <00:03:26.511>cloud <00:03:26.822>agreements <00:03:27.290>with <00:03:27.466>Anthropic <00:03:28.098>and <00:03:28.275>Google <00:03:28.658>among <00:03:28.878>the

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<v Cassidy>customers. <00:03:29.962>This <00:03:30.591>is <00:03:30.738>a <00:03:30.835>rocket <00:03:31.228>company <00:03:31.622>becoming <00:03:32.118>a <00:03:32.298>hyperscaler <00:03:32.938>at <00:03:33.155>hyperscaler <00:03:33.831>speed.

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<v Cassidy>This <00:03:35.525>one's <00:03:35.757>from <00:03:35.925>Lumida <00:03:36.317>News:

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<v Quote>CoreWeave <00:03:37.816>announced <00:03:38.171>plans <00:03:38.531>to <00:03:38.637>build <00:03:38.944>three <00:03:39.208>data <00:03:39.504>centers <00:03:39.811>in <00:03:39.920>Indonesia <00:03:40.504>with <00:03:40.864>a <00:03:40.966>combined <00:03:41.464>360 <00:03:42.404>megawatts <00:03:42.931>of <00:03:43.046>capacity — <00:03:43.984>its <00:03:44.171>first <00:03:44.571>entry <00:03:44.936>into <00:03:45.084>the

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<v Quote>Asian <00:03:45.601>market — <00:03:46.456>targeting <00:03:46.840>labs <00:03:47.597>startups

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<v Quote>and <00:03:48.468>enterprise <00:03:48.952>customers <00:03:49.441>across <00:03:49.824>Southeast <00:03:50.248>Asia; <00:03:51.344>the <00:03:51.508>facilities <00:03:51.964>are <00:03:52.068>expected <00:03:52.477>to <00:03:52.616>come <00:03:52.801>online <00:03:53.171>in <00:03:53.304>2028 <00:03:54.204>and <00:03:54.520>will <00:03:54.637>be <00:03:54.797>operated <00:03:55.277>by <00:03:55.424>a <00:03:55.504>local <00:03:55.768>team;

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<v Quote>CoreWeave <00:03:57.504>did <00:03:57.664>not <00:03:57.824>provide <00:03:58.144>a <00:03:58.237>specific <00:03:58.728>cost <00:03:59.028>estimate <00:03:59.504>but <00:03:59.896>said <00:04:00.051>it <00:04:00.120>will <00:04:00.237>spend <00:04:00.664>“billions <00:04:01.251>of <00:04:01.364>dollars” <00:04:01.837>on <00:04:01.884>the <00:04:02.014>project.

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<v Bill>CoreWeave <00:04:03.813>says <00:04:04.240>three <00:04:04.838>Indonesian <00:04:05.600>sites, <00:04:06.533>360 <00:04:07.473>megawatts, <00:04:08.670>online <00:04:09.093>in <00:04:09.413>2028—and <00:04:11.133>“billions” <00:04:12.053>in <00:04:12.284>spending.

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<v Bill>I <00:04:13.685>want <00:04:13.840>to <00:04:13.953>see <00:04:14.153>the <00:04:14.266>interconnection <00:04:15.093>plan, <00:04:15.503>because <00:04:16.253>a <00:04:16.533>2028 <00:04:17.322>target <00:04:17.800>means <00:04:18.183>nothing <00:04:18.586>until <00:04:18.893>those <00:04:19.173>substations <00:04:20.149>have <00:04:20.573>a <00:04:20.693>date <00:04:21.113>and <00:04:21.453>a <00:04:21.562>signed <00:04:22.053>path <00:04:22.426>to <00:04:22.613>power.

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<v Cassidy>And <00:04:23.781>Indonesia <00:04:24.266>is <00:04:24.453>a <00:04:24.569>meaningful <00:04:25.013>choice: <00:04:26.101>data-localization <00:04:27.080>rules <00:04:27.461>make <00:04:27.706>local <00:04:28.053>capacity <00:04:28.741>more <00:04:28.986>valuable <00:04:29.461>than <00:04:29.693>serving <00:04:29.993>the <00:04:30.110>region <00:04:30.485>from <00:04:30.685>Singapore <00:04:31.386>or

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<v Cassidy>the <00:04:31.693>U.S. <00:04:32.485>CoreWeave <00:04:33.546>is <00:04:33.700>effectively <00:04:34.277>sold <00:04:34.593>out <00:04:34.813>for <00:04:35.093>2026 <00:04:35.950>across <00:04:36.373>49 <00:04:36.933>sites, <00:04:37.946>so <00:04:38.110>demand <00:04:38.506>is <00:04:38.663>chasing <00:04:39.066>physical <00:04:39.541>infrastructure <00:04:40.280>again.

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<v Bill>Their <00:04:41.466>stock <00:04:41.779>jumped <00:04:42.213>19.49% <00:04:44.586>on <00:04:44.873>the <00:04:44.976>announcement, <00:04:46.106>so <00:04:46.261>investors <00:04:46.786>heard <00:04:47.253>360 <00:04:48.353>megawatts <00:04:49.153>and <00:04:49.630>filled <00:04:50.053>in <00:04:50.259>plenty <00:04:50.560>of <00:04:50.682>blanks <00:04:51.158>themselves.

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<v Bill>I’d <00:04:52.875>like <00:04:52.966>to <00:04:53.079>see <00:04:53.299>who <00:04:53.472>takes <00:04:53.759>the <00:04:53.881>construction <00:04:54.659>and <00:04:54.846>power <00:04:55.275>risk—and <00:04:56.427>what <00:04:56.679>happens <00:04:57.179>if <00:04:57.403>Southeast <00:04:58.059>Asia <00:04:58.448>demand <00:04:58.929>arrives <00:04:59.486>later <00:04:59.851>than <00:04:59.999>the <00:05:00.267>GPUs.

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<v Cassidy>Indonesia <00:05:02.432>makes <00:05:02.739>one <00:05:02.912>thing <00:05:03.232>clear: <00:05:04.187>this <00:05:04.432>buildout <00:05:04.919>now <00:05:05.149>reaches <00:05:05.559>far <00:05:05.796>beyond <00:05:06.192>North <00:05:06.529>America, <00:05:07.316>Europe, <00:05:07.779>and <00:05:07.992>Korea.

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<v Cassidy>Grid <00:05:09.556>queues <00:05:09.939>are <00:05:10.099>a <00:05:10.196>global <00:05:10.604>constraint.

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<v Cassidy>IT <00:05:12.471>Brief <00:05:12.884>Asia, <00:05:13.396>with <00:05:13.908>Sean <00:05:14.217>Mitchell:

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<v Quote>Sharon <00:05:15.597>AI <00:05:15.957>has <00:05:16.111>signed <00:05:16.397>a <00:05:16.541>five-year <00:05:17.250>AI <00:05:17.584>cloud <00:05:17.970>services <00:05:18.453>agreement <00:05:19.010>worth <00:05:19.297>USD <00:05:19.477>$373 <00:05:20.817>million <00:05:21.581>with <00:05:21.877>a <00:05:21.986>global <00:05:22.448>artificial <00:05:22.994>intelligence <00:05:23.499>platform

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<v Quote>increasing <00:05:24.897>the <00:05:25.010>share <00:05:25.304>of <00:05:25.417>its <00:05:25.704>AI <00:05:25.977>Factory <00:05:26.468>capacity <00:05:27.095>contracted <00:05:27.704>to <00:05:27.813>customers.

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<v Cassidy>Sharon <00:05:29.299>AI <00:05:29.659>has <00:05:29.819>now <00:05:29.997>contracted <00:05:30.659>120 <00:05:31.566>of <00:05:31.659>its <00:05:31.939>132 <00:05:33.039>megawatts <00:05:33.646>in <00:05:33.771>Australia.

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<v Cassidy>With <00:05:35.251>just <00:05:35.425>twelve <00:05:35.779>megawatts <00:05:36.419>left, <00:05:36.931>this <00:05:37.112>operator <00:05:37.619>is <00:05:37.836>nearly <00:05:38.259>sold <00:05:38.679>out.

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<v Bill>And <00:05:39.979>the <00:05:40.139>$373 <00:05:41.389>million <00:05:42.099>deal <00:05:42.563>runs <00:05:43.219>five <00:05:43.632>years, <00:05:44.531>with <00:05:44.719>revenue <00:05:45.192>starting <00:05:45.699>in <00:05:46.059>Q1 <00:05:46.739>2027.

58
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<v Bill>Good—there's <00:05:49.432>an <00:05:49.608>actual <00:05:50.072>customer <00:05:50.550>commitment <00:05:51.128>behind <00:05:51.559>the <00:05:51.712>build.

59
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<v Bill>But <00:05:52.964>contracted <00:05:53.690>capacity <00:05:54.299>doesn’t <00:05:54.627>tell <00:05:54.872>us <00:05:55.059>chip <00:05:55.446>utilization; <00:05:56.979>I <00:05:57.099>still <00:05:57.331>want <00:05:57.512>to <00:05:57.651>know <00:05:57.839>how <00:05:58.115>busy <00:05:58.552>those <00:05:59.019>B300s <00:05:59.939>are <00:06:00.259>at <00:06:00.499>3 <00:06:00.859>a.m.

60
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<v Cassidy>The <00:06:02.139>initial <00:06:02.470>deployment <00:06:03.032>is <00:06:03.299>2,048 <00:06:04.488>Nvidia <00:06:04.952>Blackwell <00:06:05.446>Ultra <00:06:05.979>B300s, <00:06:07.326>while <00:06:07.516>Sharon <00:06:07.907>says <00:06:08.126>it <00:06:08.246>plans <00:06:08.619>for <00:06:08.899>64,000 <00:06:10.083>GPUs <00:06:10.712>by <00:06:10.879>mid-2027.

61
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<v Cassidy>Keep <00:06:13.079>the <00:06:13.192>scale <00:06:13.503>straight: <00:06:14.199>the <00:06:14.312>first <00:06:14.627>tranche <00:06:15.032>is <00:06:15.201>concrete; <00:06:16.279>the <00:06:16.385>larger <00:06:16.726>fleet <00:06:17.086>is <00:06:17.179>still <00:06:17.419>a <00:06:17.499>build-out <00:06:17.939>plan <00:06:18.323>tied <00:06:18.606>to <00:06:18.739>demand.

62
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<v Bill>Australia <00:06:20.419>has <00:06:20.716>joined <00:06:21.099>the <00:06:21.299>same <00:06:21.679>reservation <00:06:22.419>rush <00:06:22.819>we <00:06:23.043>just <00:06:23.399>saw <00:06:23.752>in <00:06:23.931>Indonesia.

63
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<v Bill>The <00:06:25.441>customer <00:06:26.046>is <00:06:26.323>only <00:06:26.652>identified <00:06:27.406>as <00:06:27.499>a <00:06:27.619>global <00:06:28.259>AI <00:06:28.659>platform

64
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<v Bill>but <00:06:30.179>120 <00:06:31.179>megawatts <00:06:31.739>under <00:06:32.010>contract <00:06:32.723>says <00:06:33.343>somebody <00:06:33.769>decided <00:06:34.339>capacity <00:06:35.039>was <00:06:35.251>more <00:06:35.450>valuable <00:06:36.083>than <00:06:36.389>waiting <00:06:36.779>for <00:06:36.939>a <00:06:37.013>better <00:06:37.326>price.

65
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<v Cassidy>arXiv, <00:06:39.690>with <00:06:39.910>Hao <00:06:40.186>Shen:

66
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<v Quote>We <00:06:41.264>present <00:06:41.764>MechGeo

67
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<v Quote>a <00:06:42.948>Mathlib <00:06:43.490>native <00:06:43.871>agentic <00:06:44.452>framework <00:06:44.980>that <00:06:45.414>jointly <00:06:45.812>addresses <00:06:46.297>faithful <00:06:46.804>autoformalization <00:06:47.944>and <00:06:48.300>certified <00:06:48.857>proof <00:06:49.167>construction <00:06:49.724>for <00:06:49.897>Euclidean

68
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<v Quote>geometry. <00:06:51.711>In <00:06:51.812>this <00:06:52.044>framework

69
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<v Quote>GeoFormalizer <00:06:53.742>represents <00:06:54.386>informal <00:06:54.937>problems <00:06:55.417>in <00:06:55.624>GeoIR

70
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<v Quote>deterministically <00:06:57.495>translates <00:06:58.036>them <00:06:58.196>into <00:06:58.388>Lean <00:06:58.804>4

71
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<v Quote>and <00:06:59.668>iteratively <00:07:00.314>repairs <00:07:00.852>candidate <00:07:01.328>statements <00:07:01.857>using <00:07:02.375>structural <00:07:02.957>diagnostics <00:07:03.864>and <00:07:04.217>semantic <00:07:04.717>evaluation.

72
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<v Bill>MechGeo <00:07:06.737>gives <00:07:07.084>us <00:07:07.284>the <00:07:07.471>denominator <00:07:08.276>everybody <00:07:08.977>likes <00:07:09.271>to <00:07:09.377>leave <00:07:09.704>out <00:07:09.911>in <00:07:10.031>agent <00:07:10.457>demos: <00:07:11.724>29 <00:07:12.524>of <00:07:12.844>43 <00:07:13.564>historical <00:07:14.544>IMO <00:07:15.155>geometry <00:07:15.813>problems <00:07:16.638>proved

73
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<v Bill>and <00:07:18.144>the <00:07:18.244>other <00:07:18.604>14 <00:07:19.144>got <00:07:19.420>Lean-checked <00:07:20.354>counterexamples.

74
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<v Bill>A <00:07:22.418>system <00:07:22.580>admitting <00:07:23.039>where <00:07:23.225>it <00:07:23.412>failed <00:07:24.079>is <00:07:24.502>already <00:07:24.916>more <00:07:25.252>useful <00:07:25.780>than <00:07:26.052>most <00:07:26.422>victory <00:07:26.884>laps.

75
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<v Cassidy>And <00:07:27.892>every <00:07:28.279>proof <00:07:28.639>is <00:07:28.738>kernel-checked <00:07:29.359>in <00:07:29.476>Lean <00:07:29.812>4, <00:07:30.660>including <00:07:31.112>the <00:07:31.216>repaired <00:07:31.623>statements <00:07:32.185>after <00:07:32.509>expert <00:07:32.917>correction.

76
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<v Cassidy>We <00:07:34.644>just <00:07:34.812>spent <00:07:35.052>a <00:07:35.142>segment <00:07:35.545>on <00:07:35.732>ten-billion-dollar <00:07:36.742>compute <00:07:37.145>commitments; <00:07:38.404>this <00:07:38.585>is <00:07:38.708>what <00:07:38.812>a <00:07:38.900>technical <00:07:39.389>result <00:07:39.772>looks <00:07:40.020>like <00:07:40.244>when <00:07:40.408>somebody <00:07:40.738>brings <00:07:41.032>the

77
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<v Cassidy>receipts.

78
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<v Bill>Twelve <00:07:42.905>of <00:07:43.332>14 <00:07:44.185>on <00:07:44.532>Lean-IMO-Bench, <00:07:46.672>two <00:07:46.905>formally <00:07:47.412>refuted—great.

79
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<v Bill>Now <00:07:49.192>the <00:07:49.300>hard <00:07:49.556>part: <00:07:50.052>can <00:07:50.564>this <00:07:50.749>method <00:07:51.156>keep <00:07:51.460>that <00:07:51.732>pass <00:07:52.116>rate <00:07:52.468>when <00:07:52.872>the <00:07:52.994>problems <00:07:53.572>stop <00:07:53.959>being <00:07:54.332>a <00:07:54.472>curated <00:07:55.272>set <00:07:55.705>of <00:07:56.292>43 <00:07:57.025>Olympiad <00:07:57.881>geometries?

80
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<v Bill>This <00:07:59.679>is <00:07:59.802>exactly <00:08:00.312>the <00:08:00.420>kind <00:08:00.639>of <00:08:00.754>workload <00:08:01.279>where <00:08:01.476>more <00:08:01.812>compute <00:08:02.412>could <00:08:02.663>eventually <00:08:03.252>earn <00:08:03.612>its <00:08:03.828>keep.

81
00:08:04.976 --> 00:08:10.096
<v Cassidy>If <00:08:05.076>you’re <00:08:05.403>enjoying <00:08:05.723>AI <00:08:05.976>Daily <00:08:06.229>Briefing, <00:08:07.102>please <00:08:07.403>leave <00:08:07.589>us <00:08:07.736>a <00:08:07.833>review <00:08:08.256>or <00:08:08.472>subscribe <00:08:09.020>wherever <00:08:09.396>you’re <00:08:09.584>listening.

82
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<v Cassidy>Reviews <00:08:11.328>help <00:08:11.496>other <00:08:11.730>people <00:08:12.000>find <00:08:12.276>the <00:08:12.416>show, <00:08:13.236>and <00:08:13.328>your <00:08:13.506>support <00:08:13.896>helps <00:08:14.176>us <00:08:14.368>keep <00:08:14.532>bringing <00:08:14.876>you <00:08:15.076>the <00:08:15.205>latest <00:08:15.643>in <00:08:15.909>AI.

83
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<v Cassidy>We’ll <00:08:17.390>be <00:08:17.487>watching <00:08:17.873>whether <00:08:18.174>SpaceX <00:08:18.773>surpasses <00:08:19.443>2 <00:08:19.583>gigawatts <00:08:20.296>of <00:08:20.483>nameplate <00:08:21.123>compute <00:08:21.816>by <00:08:22.103>the <00:08:22.243>end <00:08:22.510>of <00:08:22.643>2026.

84
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<v Cassidy>We’ll <00:08:24.547>also <00:08:24.856>track <00:08:25.187>CoreWeave’s <00:08:25.896>three <00:08:26.221>Indonesian <00:08:26.851>data <00:08:27.103>centers <00:08:27.576>as <00:08:27.715>they <00:08:27.891>head <00:08:28.117>toward <00:08:28.483>2028

85
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<v Cassidy>and <00:08:30.060>Sharon <00:08:30.536>AI’s <00:08:30.950>cloud-services <00:08:31.833>revenue <00:08:32.376>as <00:08:32.510>it <00:08:32.620>begins <00:08:32.990>in <00:08:33.063>the <00:08:33.176>first <00:08:33.493>quarter <00:08:33.896>of <00:08:34.083>2027.

86
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<v Cassidy>Links <00:08:36.190>to <00:08:36.283>every <00:08:36.563>story <00:08:37.003>are <00:08:37.176>in <00:08:37.303>the <00:08:37.411>show <00:08:37.683>notes.

87
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<v Cassidy>Take <00:08:38.843>a <00:08:38.899>look <00:08:38.990>at <00:08:39.063>the <00:08:39.187>ones <00:08:39.459>that <00:08:39.557>caught <00:08:39.795>your <00:08:39.979>attention.

88
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<v Cassidy>That’s <00:08:41.576>AI <00:08:41.896>Daily <00:08:42.203>Briefing <00:08:42.603>for <00:08:42.803>today.

89
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<v Cassidy>This <00:08:44.136>is <00:08:44.283>a <00:08:44.373>Lantern <00:08:44.843>Podcast.