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<v Cassidy>Compute deals keep getting bigger—and AI has wandered into a risk category where you don’t get to ship a hotfix.

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<v Bill>This is AI Daily Briefing.

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<v Bill>A cloud bill, Amazon’s private AGI build, and a lab result that should make everyone sit up.

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<v Cassidy>First up: who’s paying for all this compute—and what happens when the output can’t be recalled?

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<v Bill>Tap follow so the next episode finds you.

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<v Cassidy>From <00:00:28.062>Rebecca <00:00:28.460>Bellan <00:00:28.865>at <00:00:29.052>TechCrunch:

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<v Quote>The <00:00:30.416>deal <00:00:30.661>is <00:00:30.808>worth <00:00:31.065>upward <00:00:31.461>of <00:00:31.648>$100 <00:00:32.248>million, <00:00:33.368>Mirendil’s <00:00:33.968>co-founder <00:00:34.568>and <00:00:34.808>CEO, <00:00:35.228>Behnam <00:00:35.628>Neyshabur, <00:00:36.320>told <00:00:36.512>TechCrunch.

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<v Quote>That’s <00:00:38.248>roughly <00:00:38.608>half <00:00:38.955>of <00:00:39.040>what <00:00:39.208>Mirendil <00:00:39.625>raised <00:00:39.995>in <00:00:40.112>seed <00:00:40.428>funding <00:00:40.928>at <00:00:41.128>a <00:00:41.288>$1 <00:00:41.488>billion <00:00:42.120>valuation <00:00:42.821>in <00:00:42.976>late <00:00:43.248>June.

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<v Quote>The <00:00:44.576>deal <00:00:44.808>gives <00:00:45.048>the <00:00:45.218>startup <00:00:45.637>access <00:00:46.075>to <00:00:46.192>both <00:00:46.494>Google’s <00:00:47.061>TPUs <00:00:47.788>and <00:00:48.048>Nvidia <00:00:48.656>GPUs

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<v Quote>as <00:00:49.760>well <00:00:49.941>as <00:00:50.098>managed <00:00:50.492>training <00:00:50.910>clusters <00:00:51.456>with <00:00:51.675>which <00:00:51.888>Mirendil <00:00:52.400>will <00:00:52.592>work <00:00:52.875>on <00:00:52.968>its <00:00:53.136>self-improving <00:00:53.995>AI.

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<v Bill>Mirendil <00:00:55.379>raised <00:00:55.775>about <00:00:56.242>$200 <00:00:57.112>million <00:00:57.935>in <00:00:58.154>June, <00:00:59.202>and <00:00:59.402>now <00:00:59.669>it’s <00:00:59.838>committing <00:01:00.271>upward <00:01:00.762>of <00:01:01.002>$100 <00:01:01.842>million <00:01:02.815>to <00:01:03.139>Google <00:01:03.575>Cloud.

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<v Bill>Half <00:01:04.810>that <00:01:05.066>seed <00:01:05.362>round <00:01:05.615>is <00:01:05.775>effectively <00:01:06.422>already <00:01:06.922>spoken <00:01:07.462>for <00:01:07.722>by <00:01:07.982>one <00:01:08.351>vendor, <00:01:08.933>before <00:01:09.509>there’s <00:01:09.762>a <00:01:09.860>production <00:01:10.511>system <00:01:10.975>to <00:01:11.175>price.

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<v Cassidy>And <00:01:12.008>Google <00:01:12.330>gets <00:01:12.549>to <00:01:12.650>sell <00:01:12.869>it <00:01:13.055>TPUs, <00:01:14.031>Nvidia <00:01:14.602>GPUs, <00:01:15.582>and <00:01:15.942>managed <00:01:16.398>training <00:01:16.753>clusters—the <00:01:18.095>whole <00:01:18.455>stack.

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<v Cassidy>At <00:01:19.994>that <00:01:20.189>point, <00:01:20.942>the <00:01:21.055>cloud <00:01:21.366>provider <00:01:21.782>isn’t <00:01:22.090>just <00:01:22.322>selling <00:01:22.673>capacity; <00:01:23.935>it’s <00:01:24.138>part <00:01:24.229>of <00:01:24.302>the <00:01:24.442>lab’s <00:01:24.810>operating <00:01:25.295>model.

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<v Bill>Self-improving <00:01:27.349>AI <00:01:27.770>gets <00:01:28.026>expensive <00:01:28.730>fast <00:01:29.322>when <00:01:29.722>every <00:01:30.194>iteration <00:01:30.989>burns <00:01:31.825>rented <00:01:32.552>compute.

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<v Bill>I’d <00:01:34.810>love <00:01:35.029>to <00:01:35.142>see <00:01:35.342>the <00:01:35.466>unit <00:01:35.786>economics <00:01:36.382>for <00:01:36.482>a <00:01:36.579>system <00:01:36.954>that’s <00:01:37.206>supposed <00:01:37.589>to <00:01:37.692>improve <00:01:38.111>itself <00:01:38.629>while <00:01:39.222>its <00:01:39.469>cloud <00:01:39.866>bill <00:01:40.191>starts <00:01:40.682>north <00:01:41.162>of <00:01:41.402>a <00:01:41.522>hundred <00:01:41.872>million

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<v Bill>dollars.

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<v Cassidy>Mirendil’s <00:01:44.415>founders <00:01:44.890>came <00:01:45.114>from <00:01:45.290>Anthropic, <00:01:46.495>so <00:01:46.622>the <00:01:46.744>ambition <00:01:47.322>is <00:01:47.544>familiar: <00:01:48.895>automate <00:01:49.368>pieces <00:01:49.669>of <00:01:49.784>frontier <00:01:50.344>research.

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<v Cassidy>For <00:01:51.942>now, <00:01:52.248>though, <00:01:53.048>Google <00:01:53.375>Cloud <00:01:53.682>has <00:01:53.842>a <00:01:53.962>very <00:01:54.349>large <00:01:54.749>claim <00:01:55.109>on <00:01:55.202>a <00:01:55.306>seed-stage <00:01:55.942>lab’s <00:01:56.252>balance <00:01:56.655>sheet.

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<v Cassidy>The <00:01:58.308>Economic <00:01:58.588>Times <00:01:58.990>writes:

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<v Quote>Microsoft <00:02:01.106>launched <00:02:01.450>its <00:02:01.690>largest <00:02:02.163>India <00:02:02.494>data <00:02:02.784>center <00:02:03.043>in <00:02:03.214>Hyderabad <00:02:03.843>on <00:02:04.012>Thursday.

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<v Quote>This <00:02:05.270>new <00:02:05.443>facility <00:02:05.916>brings <00:02:06.246>Microsoft's <00:02:06.883>cloud <00:02:07.210>regions <00:02:07.657>in <00:02:07.777>India <00:02:08.217>to <00:02:08.526>four.

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<v Quote>Adani <00:02:10.003>Group <00:02:10.290>and <00:02:10.510>HDFC <00:02:11.214>Bank <00:02:11.510>are <00:02:11.683>among <00:02:11.990>the <00:02:12.163>early <00:02:12.510>users <00:02:12.963>of <00:02:13.102>this <00:02:13.270>new <00:02:13.447>center.

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<v Quote>Microsoft <00:02:15.030>has <00:02:15.190>committed <00:02:15.590>$20.5 <00:02:16.690>billion <00:02:17.443>to <00:02:17.619>expand <00:02:18.070>its <00:02:18.243>India <00:02:18.583>operations.

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<v Quote>Rivals <00:02:20.403>Alphabet <00:02:20.870>and <00:02:21.059>Amazon <00:02:21.530>are <00:02:21.774>also <00:02:22.078>investing <00:02:22.563>in <00:02:22.723>India's <00:02:23.118>data <00:02:23.356>center <00:02:23.692>capacity.

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<v Cassidy>Microsoft’s <00:02:25.447>Hyderabad <00:02:26.008>region <00:02:26.404>is <00:02:26.623>live: <00:02:27.671>three <00:02:27.920>availability <00:02:28.591>zones, <00:02:29.135>plus <00:02:29.444>local <00:02:29.775>residency <00:02:30.391>for <00:02:30.575>workloads <00:02:31.218>banks <00:02:31.611>can’t <00:02:31.935>toss <00:02:32.271>overseas.

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<v Cassidy>Early <00:02:34.004>users <00:02:34.341>include <00:02:34.911>Adani <00:02:35.378>Group, <00:02:36.011>Bajaj <00:02:36.511>Finance, <00:02:37.271>and <00:02:37.811>HDFC <00:02:38.511>Bank—regulated <00:02:39.935>customers <00:02:40.543>with <00:02:40.751>very <00:02:41.151>unglamorous <00:02:41.841>reasons <00:02:42.244>to <00:02:42.431>care.

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<v Bill>That’s <00:02:44.031>a <00:02:44.111>better <00:02:44.351>sign <00:02:44.783>than <00:02:44.971>another <00:02:45.462>capacity <00:02:46.087>rendering.

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<v Bill>HDFC <00:02:48.127>Bank <00:02:48.604>using <00:02:49.111>a <00:02:49.204>local <00:02:49.540>region <00:02:49.991>for <00:02:50.184>continuity <00:02:50.931>and <00:02:51.056>compliance <00:02:51.871>may <00:02:52.391>not <00:02:52.559>make <00:02:52.791>a <00:02:52.888>killer <00:02:53.327>demo

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<v Bill>but <00:02:54.538>it’s <00:02:54.711>how <00:02:54.911>a <00:02:55.031>$20.5 <00:02:56.141>billion <00:02:56.969>commitment <00:02:57.665>starts <00:02:58.401>finding <00:02:58.871>a <00:02:59.021>revenue <00:02:59.327>path.

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<v Cassidy>Four <00:03:01.288>Indian <00:03:01.684>cloud <00:03:02.031>regions, <00:03:02.959>plus <00:03:03.211>two <00:03:03.439>data <00:03:03.681>centers <00:03:04.047>with <00:03:04.231>Jio, <00:03:04.778>gives <00:03:05.375>Microsoft <00:03:05.991>a <00:03:06.101>serious <00:03:06.644>local <00:03:06.975>footprint.

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<v Cassidy>What <00:03:08.401>matters <00:03:08.804>is <00:03:08.951>who <00:03:09.111>can <00:03:09.263>keep <00:03:09.431>the <00:03:09.631>data, <00:03:10.451>the <00:03:10.575>fine-tuning, <00:03:11.431>and <00:03:11.571>the <00:03:11.681>serving <00:03:12.111>stack <00:03:12.580>inside <00:03:13.011>the <00:03:13.115>customer’s <00:03:13.602>compliance <00:03:14.164>boundary.

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<v Bill>Sure—but <00:03:17.111>I <00:03:17.199>want <00:03:17.411>the <00:03:17.535>next <00:03:17.860>update <00:03:18.324>to <00:03:18.458>be <00:03:18.598>utilization, <00:03:20.091>not <00:03:20.321>another <00:03:20.791>map <00:03:21.271>pin.

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<v Bill>Adani <00:03:22.791>and <00:03:23.111>HDFC <00:03:23.911>are <00:03:24.084>named <00:03:24.423>customers; <00:03:25.671>now <00:03:25.839>show <00:03:26.084>us <00:03:26.223>what <00:03:26.367>they’re <00:03:26.561>running, <00:03:27.327>what <00:03:27.444>it <00:03:27.658>costs, <00:03:28.611>and <00:03:28.711>whether <00:03:29.044>those <00:03:29.378>three <00:03:29.775>Hyderabad <00:03:30.444>zones <00:03:30.991>stay <00:03:31.407>busy.

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<v Cassidy>Eugene <00:03:32.929>Kim, <00:03:33.639>writing <00:03:33.876>in <00:03:33.973>Business <00:03:34.409>Insider:

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<v Quote>Amazon <00:03:38.492>is <00:03:38.661>redesigning <00:03:39.351>part <00:03:39.506>of <00:03:39.679>a <00:03:39.859>massive <00:03:40.412>AI <00:03:40.727>data <00:03:40.965>center <00:03:41.308>campus <00:03:41.772>in <00:03:41.932>rural <00:03:42.289>Indiana <00:03:43.015>into <00:03:43.439>a <00:03:43.543>sprawling <00:03:44.179>cluster <00:03:44.652>of <00:03:44.812>powerful <00:03:45.303>computers <00:03:45.932>to <00:03:46.066>build <00:03:46.259>its

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<v Quote>next <00:03:46.741>frontier <00:03:47.372>AI <00:03:47.708>models

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<v Quote>Business <00:03:48.749>Insider <00:03:49.279>has <00:03:49.446>exclusively <00:03:50.009>learned.

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<v Quote>Internal <00:03:51.363>planning <00:03:51.775>documents <00:03:52.323>reviewed <00:03:52.732>by <00:03:52.883>Business <00:03:53.319>Insider <00:03:53.941>describe <00:03:54.492>an <00:03:54.645>effort <00:03:54.972>to <00:03:55.139>consolidate <00:03:55.861>multiple <00:03:56.423>data <00:03:56.749>centers <00:03:57.319>and <00:03:57.616>deploy <00:03:58.031>thousands <00:03:58.706>of

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<v Quote>Trainium-powered <00:03:59.932>AI <00:04:00.279>servers.

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<v Quote>According <00:04:01.746>to <00:04:01.856>people <00:04:02.243>familiar <00:04:02.631>with <00:04:02.779>the <00:04:02.896>matter

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<v Quote>the <00:04:03.753>effort <00:04:04.012>is <00:04:04.151>part <00:04:04.332>of <00:04:04.479>a <00:04:04.569>broader <00:04:04.970>initiative <00:04:05.536>called <00:04:05.999>"AGI <00:04:06.679>Pivot" <00:04:07.435>supporting <00:04:07.819>the <00:04:07.929>company's <00:04:08.572>AGI <00:04:08.981>organization <00:04:09.819>and <00:04:10.159>its <00:04:10.336>future <00:04:10.786>in-house <00:04:11.452>AI <00:04:11.799>models.

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<v Bill>Amazon <00:04:13.237>is <00:04:13.415>redesigning <00:04:14.144>a <00:04:14.291>rural <00:04:14.714>Indiana <00:04:15.424>campus <00:04:16.024>mid-build <00:04:17.047>around <00:04:17.736>thousands <00:04:18.411>of <00:04:18.531>Trainium <00:04:19.124>servers <00:04:19.904>for <00:04:20.197>an <00:04:20.357>internal <00:04:20.864>program <00:04:21.480>literally <00:04:22.098>called <00:04:22.997>AGI

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<v Bill>Pivot. <00:04:25.289>AWS <00:04:25.474>clearly <00:04:25.864>doesn’t <00:04:26.176>want <00:04:26.364>its <00:04:26.606>frontier-model <00:04:27.584>future <00:04:28.133>priced <00:04:28.597>by <00:04:28.784>Nvidia.

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<v Cassidy>Business <00:04:30.524>Insider’s <00:04:31.068>internal <00:04:31.488>documents <00:04:32.128>show <00:04:32.453>Amazon <00:04:32.935>consolidating <00:04:33.728>data <00:04:34.034>centers <00:04:34.424>for <00:04:34.604>its <00:04:34.864>own <00:04:35.237>AGI <00:04:35.732>organization.

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<v Cassidy>It’s <00:04:37.550>taking <00:04:37.884>control <00:04:38.331>of <00:04:38.416>what <00:04:38.656>runs, <00:04:39.531>where <00:04:39.717>it <00:04:39.920>runs, <00:04:40.724>and <00:04:40.824>whose <00:04:41.104>silicon <00:04:41.691>it <00:04:41.808>runs <00:04:42.197>on.

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<v Bill>Trainium <00:04:43.864>can <00:04:44.037>be <00:04:44.184>a <00:04:44.336>cost <00:04:44.960>play <00:04:45.744>and <00:04:46.024>a <00:04:46.133>supply-chain <00:04:47.011>hedge <00:04:47.371>at <00:04:47.520>once.

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<v Bill>Consolidating <00:04:49.646>multiple <00:04:50.202>facilities <00:04:50.864>says <00:04:51.264>Amazon <00:04:51.790>thinks <00:04:52.104>the <00:04:52.275>scheduling <00:04:52.844>and <00:04:53.089>networking <00:04:53.811>gains <00:04:54.242>outweigh <00:04:55.064>the <00:04:55.264>pain <00:04:55.664>of <00:04:55.886>redesigning <00:04:56.544>a <00:04:56.691>giant <00:04:57.104>campus.

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<v Bill>That’s <00:04:58.664>a <00:04:58.784>serious <00:04:59.407>architectural <00:05:00.324>bet.

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<v Cassidy>Mirendil <00:05:02.016>just <00:05:02.184>committed <00:05:02.601>upward <00:05:02.971>of <00:05:03.144>$100 <00:05:03.684>million <00:05:04.411>to <00:05:04.510>Google <00:05:04.877>Cloud.

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<v Cassidy>Amazon’s <00:05:06.615>response: <00:05:07.440>fine, <00:05:08.571>we’ll <00:05:08.731>be <00:05:08.844>our <00:05:09.064>own <00:05:09.251>cloud <00:05:09.655>customer.

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<v Cassidy>Different <00:05:11.084>balance <00:05:11.557>sheet, <00:05:12.192>same <00:05:12.437>fight <00:05:12.744>for <00:05:12.924>control <00:05:13.371>of <00:05:13.444>the <00:05:13.560>inference <00:05:14.144>stack.

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<v Cassidy>Scientific <00:05:15.782>American, <00:05:16.424>with <00:05:16.744>Adam <00:05:17.080>Kovac:

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<v Quote>Scientists <00:05:18.863>used <00:05:19.170>artificial <00:05:19.728>intelligence <00:05:20.372>to <00:05:20.541>generate <00:05:21.099>new <00:05:21.359>viruses.

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<v Quote>The <00:05:22.532>landmark <00:05:23.012>first <00:05:23.319>could <00:05:23.551>lead <00:05:23.732>to <00:05:23.919>new <00:05:24.226>antimicrobial <00:05:25.212>drugs—and <00:05:26.219>may <00:05:26.479>pose <00:05:26.859>immense <00:05:27.336>danger <00:05:27.732>to <00:05:27.879>human <00:05:28.125>health.

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<v Quote>Scientists <00:05:30.106>at <00:05:30.212>Stanford <00:05:30.697>University <00:05:31.319>and <00:05:31.479>the <00:05:31.659>Arc <00:05:31.895>Institute

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<v Quote>a <00:05:32.855>nonprofit <00:05:33.546>AI <00:05:33.939>and <00:05:34.079>biology <00:05:34.683>research <00:05:35.101>organization

58
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<v Quote>made <00:05:36.419>the <00:05:36.549>viruses <00:05:37.106>using <00:05:37.479>the <00:05:37.668>actual <00:05:38.148>genome <00:05:38.612>of <00:05:38.759>a <00:05:38.856>bacteriophage—a <00:05:40.287>type <00:05:40.506>of <00:05:40.626>virus <00:05:40.975>that <00:05:41.099>can <00:05:41.311>kill <00:05:41.519>bacteria—called <00:05:42.999>ΦX174 <00:05:44.519>(pronounced <00:05:45.199>FYE-ex-174) <00:05:46.586>as <00:05:46.839>a

59
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<v Quote>template.

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<v Bill>Stanford <00:05:48.419>and <00:05:48.719>Arc <00:05:49.223>used <00:05:49.868>models <00:05:50.349>trained <00:05:50.946>on <00:05:51.207>more <00:05:51.463>than <00:05:51.799>two <00:05:52.129>million <00:05:52.828>bacteriophage <00:05:53.879>genomes

61
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<v Bill>then <00:05:55.212>produced <00:05:55.709>viruses <00:05:56.247>that <00:05:56.535>kill <00:05:57.006>antibiotic-resistant <00:05:58.519>bacteria.

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<v Bill>Once <00:05:59.919>those <00:06:00.189>viruses <00:06:00.719>are <00:06:00.892>produced, <00:06:01.826>there’s <00:06:02.092>no <00:06:02.319>hotfix <00:06:03.052>to <00:06:03.207>pull <00:06:03.431>them <00:06:03.655>back.

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<v Cassidy>And <00:06:04.679>ΦX174 <00:06:06.019>was <00:06:06.219>the <00:06:06.323>template <00:06:06.759>here—a <00:06:07.776>bacteriophage

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<v Cassidy>not <00:06:09.199>a <00:06:09.279>human <00:06:09.586>virus—but <00:06:10.963>Scientific <00:06:11.452>American <00:06:11.906>is <00:06:12.012>right <00:06:12.306>to <00:06:12.399>put <00:06:12.539>the <00:06:12.656>misuse <00:06:13.059>concern <00:06:13.506>in <00:06:13.579>the <00:06:13.710>headline.

65
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<v Cassidy>Evo <00:06:15.479>2 <00:06:15.759>can <00:06:15.939>suggest <00:06:16.421>entirely <00:06:16.999>new <00:06:17.296>genome <00:06:17.729>designs.

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<v Bill>The <00:06:18.979>therapeutic <00:06:19.742>upside <00:06:20.466>is <00:06:20.759>real; <00:06:21.872>antibiotic-resistant <00:06:23.217>infections <00:06:23.847>need <00:06:24.085>better <00:06:24.452>tools.

67
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<v Bill>But <00:06:25.586>in <00:06:25.710>software, <00:06:26.706>we <00:06:26.839>ask <00:06:27.143>what <00:06:27.469>happens <00:06:27.991>when <00:06:28.159>something <00:06:28.572>works <00:06:28.919>in <00:06:29.099>the <00:06:29.226>wrong <00:06:29.669>context.

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<v Bill>Here, <00:06:31.819>the <00:06:31.946>paper’s <00:06:32.497>successful <00:06:33.179>lab <00:06:33.559>result <00:06:34.199>is <00:06:34.559>the <00:06:34.729>warning <00:06:35.146>label.

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<v Cassidy>Congress <00:06:36.649>already <00:06:37.049>bundles <00:06:37.452>model <00:06:37.788>safety, <00:06:38.578>misinformation, <00:06:39.499>and <00:06:39.639>biosecurity <00:06:40.407>into <00:06:40.699>one <00:06:41.050>convenient <00:06:41.639>fog <00:06:41.959>bank.

70
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<v Cassidy>Add <00:06:43.372>AI-generated <00:06:44.183>pathogens <00:06:44.812>to <00:06:44.951>that <00:06:45.119>hearing-room <00:06:45.719>soup, <00:06:46.459>and <00:06:46.572>watch <00:06:46.871>them <00:06:47.056>demand <00:06:47.452>rules <00:06:47.759>for <00:06:47.932>three <00:06:48.223>different <00:06:48.501>problems <00:06:49.031>with <00:06:49.259>one <00:06:49.639>slogan.

71
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<v Cassidy>Here's <00:06:51.058>Cha <00:06:51.238>Min-ju <00:06:51.791>at <00:06:51.918>The <00:06:52.024>Herald <00:06:52.360>Business:

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<v Quote>NHN <00:06:56.671>Cloud <00:06:57.057>is <00:06:57.204>pushing <00:06:57.532>into <00:06:57.764>large-scale <00:06:58.497>AI <00:06:58.812>infrastructure <00:06:59.548>with <00:06:59.964>NHN <00:07:00.504>Factory <00:07:01.084>X <00:07:01.297>Seoul

73
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<v Quote>an <00:07:02.257>AI <00:07:02.604>data <00:07:02.958>center <00:07:03.217>in <00:07:03.377>Yeongdeungpo-gu <00:07:04.515>equipped <00:07:05.116>with <00:07:05.290>liquid <00:07:05.604>cooling <00:07:05.949>technology.

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<v Quote>As <00:07:07.537>AI <00:07:07.857>adoption <00:07:08.344>has <00:07:08.556>made <00:07:08.748>heat <00:07:09.048>management <00:07:09.537>in <00:07:09.692>high-performance <00:07:10.572>GPUs <00:07:11.124>a <00:07:11.224>central <00:07:11.692>challenge

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<v Quote>the <00:07:12.654>company <00:07:13.031>is <00:07:13.124>betting <00:07:13.464>its <00:07:13.701>proven <00:07:14.097>operational <00:07:14.739>capabilities <00:07:15.484>will <00:07:15.852>help <00:07:16.071>it <00:07:16.204>win <00:07:16.501>market <00:07:16.897>share.

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<v Bill>Seven <00:07:17.886>thousand, <00:07:19.006>six <00:07:19.296>hundred <00:07:19.726>fifty-six <00:07:20.886>B200s <00:07:22.099>in <00:07:22.286>Seoul, <00:07:23.198>with <00:07:23.395>direct <00:07:23.863>liquid <00:07:24.266>cooling <00:07:24.776>holding <00:07:25.454>each <00:07:25.715>server <00:07:26.179>to <00:07:26.366>12.3 <00:07:27.706>kilowatts.

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<v Bill>Good—now <00:07:29.993>we’re <00:07:30.166>talking <00:07:30.499>about <00:07:30.806>the <00:07:30.977>constraint <00:07:31.534>that <00:07:31.786>decides <00:07:32.246>whether <00:07:32.586>all <00:07:32.819>those <00:07:33.266>GPU <00:07:33.868>promises <00:07:34.446>actually <00:07:35.186>run <00:07:35.582>flat-out.

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<v Cassidy>NHN <00:07:37.539>is <00:07:37.686>running <00:07:38.006>its <00:07:38.166>own <00:07:38.366>stack, <00:07:39.046>not <00:07:39.206>renting <00:07:39.526>someone <00:07:39.854>else’s <00:07:40.179>cloud <00:07:40.542>logo.

79
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<v Cassidy>Factory <00:07:42.366>X <00:07:42.606>is <00:07:42.846>5.7 <00:07:43.859>times <00:07:44.195>larger <00:07:44.654>than <00:07:44.886>its <00:07:45.046>Gwangju <00:07:45.582>site; <00:07:46.558>this <00:07:46.739>is <00:07:46.886>a <00:07:46.970>regional <00:07:47.388>operator <00:07:47.932>making <00:07:48.246>a <00:07:48.350>very <00:07:48.677>specific <00:07:49.346>bid <00:07:49.686>for <00:07:49.886>control.

80
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<v Bill>Water <00:07:51.296>cooling <00:07:51.726>isn’t <00:07:52.118>glamorous

81
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<v Bill>but <00:07:53.366>a <00:07:53.606>B200 <00:07:54.346>cluster <00:07:54.814>that <00:07:55.066>can <00:07:55.306>sustain <00:07:55.779>performance <00:07:56.406>without <00:07:56.736>turning <00:07:57.106>the <00:07:57.246>room <00:07:57.630>into <00:07:57.966>a <00:07:58.126>jet <00:07:58.435>engine <00:07:59.113>is <00:07:59.686>a <00:07:59.760>better <00:08:00.024>enterprise <00:08:00.699>story <00:08:01.246>than <00:08:01.606>another <00:08:01.989>glossy

82
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<v Bill>model <00:08:03.182>demo. <00:08:04.006>The <00:08:04.416>private-market <00:08:05.246>push <00:08:05.646>still <00:08:06.106>has <00:08:06.339>to <00:08:06.510>earn <00:08:06.806>its <00:08:07.022>keep—but <00:08:08.174>this <00:08:08.499>is <00:08:08.880>actual <00:08:09.655>hardware, <00:08:10.757>actually <00:08:11.414>installed.

83
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<v Cassidy>For <00:08:13.474>more <00:08:13.783>on <00:08:14.023>AI <00:08:14.370>policy <00:08:14.870>and <00:08:15.000>defense

84
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<v Cassidy>try <00:08:16.354>Anthropic <00:08:16.983>Pentagon <00:08:17.490>Watch

85
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<v Cassidy>a <00:08:18.423>daily <00:08:18.743>briefing <00:08:19.223>on <00:08:19.378>Anthropic’s <00:08:20.023>fight <00:08:20.322>with <00:08:20.470>the <00:08:20.663>DoD <00:08:21.154>over <00:08:21.490>Claude

86
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<v Cassidy>military <00:08:22.983>AI <00:08:23.350>use <00:08:23.810>autonomous <00:08:24.680>weapons

87
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<v Cassidy>and <00:08:25.863>AI <00:08:26.170>procurement <00:08:26.677>blacklisting.

88
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<v Cassidy>Find <00:08:28.423>it <00:08:28.574>wherever <00:08:28.970>you <00:08:29.124>listen <00:08:29.383>to <00:08:29.588>podcasts.

89
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<v Cassidy>Links <00:08:31.498>to <00:08:31.591>every <00:08:31.858>story <00:08:32.231>are <00:08:32.378>in <00:08:32.451>the <00:08:32.559>show <00:08:32.844>notes.

90
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<v Cassidy>If <00:08:33.931>one <00:08:34.145>caught <00:08:34.367>your <00:08:34.495>attention, <00:08:35.551>go <00:08:35.839>read <00:08:36.095>more <00:08:36.383>when <00:08:36.531>you <00:08:36.639>have <00:08:36.951>a <00:08:37.105>minute.

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<v Cassidy>That’s <00:08:38.218>AI <00:08:38.484>Daily <00:08:38.791>Briefing <00:08:39.191>for <00:08:39.391>today.

92
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<v Cassidy>This <00:08:40.618>is <00:08:40.751>a <00:08:40.871>Lantern <00:08:41.261>Podcast.