Latest / HotTea: The AI Morning Briefing
AI's buildout turned into a financing and sovereignty fight.
AMD bought its way into Anthropic's compute roadmap, OpenAI put a 3.2GW Georgia campus into local power politics, Alphabet's AI capex kept rising despite a blowout quarter, Chinese open-weight models split Washington and Silicon Valley, and Australia showed why frontier labs may prefer regulated clarity to an ungoverned race. 6 evidence-backed stories. AI-generated narration. Sections 00:00 What we're covering today 00:23 1. AMD turned Anthropic's compute demand into a two-gigawatt chip-and-capital deal 01:27 2. OpenAI's Georgia campus put AI growth into the utility-bill trust zone 02:12 3…
The skinny
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